Theodore Agrillo III is a financial advisor at CWM, LLC with 33 years of industry experience. He holds a Series 63 designation and has held prior roles at Cetera Wealth Services, Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and LPL Financial. Agrillo also owns Multiplex Planning and is involved with Financial Strategies Group, where he helps develop strategies for high-net-worth clients using charitable and load trusts funded by life insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to support retirement plans, institutional clients, and platform services.

John West is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Fahnestock & Co. Inc. within Oppenheimer since 2002. Outside of his advisory role, West serves as a board member and chair of the Stewardship committee at St. John’s Church in Huntington, NY, where he assists with investment matters. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Alex Canas is a financial advisor with Voya Financial Advisors, Inc. He holds the CFP® and ChFC® designations and has 36 years of industry experience. His career includes roles at Voya Financial Partners since 2014, Anthony Izzo & Associates since 2012, and Aetna Life & Casualty since 1989. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to manage primarily non-discretionary client accounts while offering a broad range of investment products.

Jose Sanchez is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at BNY Mellon Securities Corporation and TD Ameritrade before joining TIAA-CREF in 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that distinguishes between point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Adam Gawreluk is a financial advisor at Commonwealth Financial Network with a Series 66 designation and approximately one year of industry experience. His prior roles include work at Capital Financial Planning and Loring Advisory Group. Before entering the financial industry, he held positions in local government and the service sector. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Thakoor Balkaran is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also operates Balkaran & Associates. Additionally, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products with a focus on client-centered investment policy statements and model allocations.

Lissette Almanzar is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Hightower Securities LLC since 2017. Outside of her advisory role, she volunteers as a financial coach with Women's Money Matters and maintains a fitness and lifestyle content page on TikTok. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, and alternative investments.

Nicole Ilustre is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at The Colony Group and Thrivent Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rosario Lenzo III is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has been associated with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Lenzo is involved in insurance sales and investment advisory through his roles related to Empire Wealth Strategies and Lenzo Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, managing a multi-billion-dollar asset base through a combination of third-party asset managers and tailored client strategies.

Thomas Williams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has served in roles at Commonwealth Financial Network since 2018 and was previously associated with Colarossi and Williams. Outside of his advisory work, he owns TOW Wealth Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Frank Booth Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2015 and previously worked at Valic Financial Advisors from 2009 to 2015. Outside of financial advising, he is also a licensed independent insurance agent and works as a real estate salesperson. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, nonprofits, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary management across a broad range of investment products.

Jeffrey Lang is a financial advisor with Citigroup Global Markets in Dix Hills, NY, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked at multiple Ameritas entities since 2018 and has managed Freed Management Group Inc. since 1994, where he is involved in insurance sales and office administration. Freed also serves as a limited partner-consultant for ABHC Property Group LLC, focusing on commercial real estate management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a broad array of asset management and financial planning services across multiple program platforms, leveraging both proprietary and third-party models and investment options.

Thomas O Connell is a financial advisor at RBC Rochdale, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America. Outside of his advisory role, he has worked as an Uber Eats driver. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities. The firm employs an active, multi-strategy investment process that combines quantitative models with fundamental analysis to construct tailored portfolios across equities, fixed income, real assets, and alternative investments.

Dennis Martin is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to advisory work, he is active as a life and health insurance agent and occasionally sells fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a range of managed-account programs and model portfolios, with a notable history of market-timing and momentum-based strategies.

Kevin Conroy is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Conroy is also an independent insurance agent specializing in MetLife Auto and Home property and casualty personal lines. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a combination of discretionary portfolio management and model-based allocations, incorporating both affiliated and unaffiliated sub-advisers, and utilizes market-timing and momentum-based strategies in select legacy programs.

Monte Sperling is a Series 63-registered financial advisor with 32 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved with Montnor Associates LLC, a business providing accounting services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Guy Bodner is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Evercore, and Jones Day, as well as a position at Crest Hollow Country Club. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with individual investors, plan sponsors, and charitable and corporate clients.

Matthew Spatola is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Guardian Life. Outside of his advisory role, he is involved with several business entities unrelated to investment activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver customized investment solutions.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at People's United Advisors, Santander Securities, LPL Financial, Edward Jones, and Chase Investment Services. He serves as a director for the Merrick Bellmore Little League, assisting with league divisions, coaching support, and youth clinics. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients connected to TIAA-administered employer retirement plans.