Brian Leyhane is a financial advisor at PlanMember Securities Corporation with a Series 66 designation. He has recent experience at Mutual Inc./Daybright and US Retirement Benefit Partners, in addition to a long tenure in education with the Longwood Central School District and Middle Island Teachers Association. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while offering education, support services, and personalized retirement planning.

Stone Strongin is a financial advisor at PlanMember Securities Corporation with CFP® and ChFC® designations and two years of industry experience. He has worked at PlanMember Securities Corporation and Mutual Inc. since 2023. Outside his advisory role, he coaches youth soccer with the Plainedge Soccer Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on strategic asset allocation and risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Alex Shvartsman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade, among others. He is currently based in Coram, NY. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Marc Zimmerman is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 39 years of industry experience. His career includes roles at Legend Equities Corporation and Legend Advisory Corporation before joining PlanMember. Outside of his advisory work, he is involved in life insurance sales and services through Mutual Inc and Daybright Financial. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education, seminars, and personalized retirement planning services.

Keith Furio is a Series 66-credentialed financial advisor with 20 years of industry experience. He is currently with Independent Financial Partners and has held previous roles at Realta Investment Advisors, Main Street Management Company, and Realta Equities. Independent Financial Partners serves a nationwide client base through a decentralized advisory model, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Tyler Mc Cabe is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds the Series 63 designation and has previously worked at AXA Advisors, LLC, First Standard Financial, and Mutual Inc. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Hannah Melandro is a financial advisor at Lincoln Investment with one year of industry experience. She holds a Series 66 designation and has a background in education, working as a business education teacher for grades 7-12 at Sayville Public Schools since 2019. Outside of advising, she creates and sells digital teaching resources and engages in online resale of used items. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Marc Silverstein is a financial advisor with Lincoln Investment based in Riverhead, NY, holding a Series 63 designation and 29 years of industry experience. His prior work includes roles at Capital Analysts, National Life Group, and Equity Services, Inc. He also serves as president and agent of MAS Group, Inc., a property and casualty business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Daniel Conforti is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Outside of finance, he is a New York State certified baseball umpire, officiating high school games in Eastern Long Island. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivatives services.

Xiomara Avecillas is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018, including roles at Citibank and Francesca's prior to her current position. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs, execution and custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines institutional scale with specialized market roles.

Nicholas Cava is a CFP® professional with 39 years of industry experience. He has been with Planmember Securities Corporation since 2010 and concurrently serves as Vice President at Mutual, Inc., a position he has held since 1993. He also acts as trustee for familial trusts. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios that range from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Michael Oliver is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and totaling 25 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously at Morgan Stanley. Outside of his advisory role, Oliver serves as president of the Mattituck Booster Club, is a board member at True Light Church, and volunteers as a firefighter and medical rescuer with the Mattituck Fire Department. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—offering brokerage services, financial planning, consulting, and a range of advisory programs supported by in-house and third-party portfolio management.

Michael Hackett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 23 years of industry experience. He has worked at Mutual Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources, alongside maintaining a self-employed practice for over two decades. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling within a structured, strategic asset allocation framework.

Patricia Douglas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Citigroup since 2017, following prior roles at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, managing multi-asset strategies through both discretionary and non-discretionary programs.

Akash Bhanti is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at Maxim Group LLC and the New York Institute of Technology. Bhanti also has experience with the John Ondrush Golf & Fitness Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Adam Janowski is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and six years of industry experience. He has previously worked at Grant Thornton LLP and is involved in entrepreneurial activities including serving as CEO and coach of the Long Island Goalkeeper Academy, which provides soccer coaching resources to local leagues. He also leads Preston Consulting Inc., offering tax preparation and business consulting services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Keith Brady is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He is also a partner at South Shore Financial Services LLC, providing accounting and tax preparation services, and serves as an adjunct professor of accounting at SUNY Farmingdale. Additionally, he is a board trustee for Adults and Children with Learning Disabilities, a nonprofit organization supporting individuals with learning disabilities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational support and personalized retirement planning to plan sponsors and participants.

Matthew Davis is a financial advisor with Planmember Securities Corporation in Farmingville, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Planmember Securities since 2012 and previously worked at Benham Real Estate Group for 12 years. Outside of his advisory role, he is involved as an agent for Daybright Financial, focusing on investment, insurance, and financial planning activities. Planmember Securities provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Maria Carrara is a financial advisor with Primerica Advisors in Bellport, NY, holding the PFS™ and Series 63 designations and bringing 21 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. Outside of her advisory work, Carrara is a CPA specializing in divorce financial analysis and operates a small jewelry business that donates proceeds to breast cancer charities. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account services including lending solutions and donor-advised funds.

Richard Justino is a financial advisor with Planmember Securities Corporation and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Mutual Inc. and its DBA JTeam, where he currently leads a team offering securities and insurance sales and service. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.