Christopher Walkley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held various roles at Morgan Stanley entities from 2008 to 2017. 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, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Darren Stevenson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at LPL Financial and New York Community Bank. Outside of finance, he owns So Many Ways Music, a music publishing company. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party managers with a focus on strategic and tactical asset allocation.

Donna Mannarino is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has held her current position since 2007. Her credentials include the Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a large institutional scale with specialized market roles.

David Degraff is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 1991. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Donald Pawluk is a financial advisor with Kestra Advisory Services, holding Series 63, 65, and 66 designations and bringing 22 years of industry experience. He has held prior roles at firms including Pinnacle Family Advisors and Northern Lights Distributors. In addition to his advisory work, he is an agency owner for Goosehead Insurance and DFP Insurance and Financial Services, focusing on property and casualty insurance brokerage. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms, including third-party solutions, to support its investment offerings.

Paul Sciacca is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He is also president of NAIFA NY, where he oversees government relations and advocacy for insurance and financial advisors. His prior and concurrent roles include positions at Wealth Conservation Group, Inc., Pinnacle Strategies Inc., Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides advisory solutions through various program types, with the majority of assets managed on a non-discretionary basis.

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.

Roodmy Cesar is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill, Equity Services, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party managers and provides ongoing portfolio management, financial planning support, and custody through third-party custodians.

Andrew Gozinsky is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1998. Gozinsky holds a Juris Doctor degree, although he is not an active member of the New York State bar. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Paul Lafountain is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 26 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 wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating also as a security-based swap dealer and futures commission merchant.

Nino Colletti is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include lengthy tenures at Charles Schwab and shorter periods at Thrivent Financial and Bankers Life. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and provides access to both traditional and alternative investment solutions.

Connor Hall is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an Investment Adviser Representative at Kestra Advisory Services, LLC and has prior experience at Coastline Wealth Management. Outside of his advisory role, he works part-time as an independent ice hockey official, officiating games from youth to adult levels. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, serving large institutional investors such as sovereign wealth funds.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

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.

Nicholas Vissichelli is a financial advisor at Guardian Life with 12 years of industry experience. He holds the Series 63 designation and has worked primarily with Park Avenue Securities and Guardian Life Insurance since 2014. Outside of his advisory role, he serves as a board member for the McNamara Charity Golf Outing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Richard Rubin is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at \u0026PARTNERS since 2025 and previously spent 11 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary account management.

Michael Murphy is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2009. Based in New York, NY, Murphy provides advisory services through a well-established firm. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Michael Mc Murray is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Janney Montgomery Scott and UBS Financial Services. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Danielle Carini is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial Services and HSBC Bank USA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.