William Puvogel is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2002. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning, using a range of asset allocation and investment strategies tailored to client objectives.

Leon Browne is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 registrations and 12 years of industry experience. He has worked in various roles within New York Life and its affiliates since 2014. Outside of his advisory work, he is a commissioned Notary Public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, particularly in relationships with institutional sponsors.

Matthew Safranek is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Lincoln Investment, Capital Analysts, Charles Schwab & Co., Inc., and Hanna Instruments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Dylan Guerrera is a financial advisor at Equity Services, Inc. with a Series 66 designation and one year of industry experience. Before joining Equity Services, he worked at National Life Group and previously spent 13 years at East Islip Middle and High School. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Lyndsey Gorham is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and is based in Melville, NY. Gorham has been associated with Wealthspire Advisors LLC (formerly GM Advisory Group) since 2006 in various capacities. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also offers standalone financial planning and consulting services, customizing portfolios to client objectives and employing a strategic asset allocation approach across multiple investment vehicles.

Jason Prew is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2016, and has over 23 years with Bankers Life & Casualty, Inc. In addition to his advisory role, he manages a team of agents focused on insurance sales, including Medicare Supplement, annuities, life insurance, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Lawrence Harkavy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002, totaling 24 years at the firm. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Alexander Zourides is a CFP® and ChFC® with 26 years of experience in financial services. He has worked at Equity Services, Inc. since 2017 and previously held roles at National Life and Ameritas Investment Corp. He also operates a tax preparation business serving individuals and small business owners. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Bryant Sheftick is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has been with Eagle Strategies since 2019 and has longstanding affiliations with NYLife Securities Inc., New York Life Insurance Co., and Paramount Financial dating back to 2004. Outside of his advisory role, he owns and operates Sheftick & Associates CPA, PLLC, a CPA firm specializing in tax preparation and planning. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, including work with defined contribution and defined benefit plans as well as charitable and corporate clients.

Craig Ferrantino is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has served in various roles including as president of Craig James Financial Services, LLC since 2018. Outside of his advisory work, Ferrantino is involved with several nonprofit financial education organizations and volunteers as an EMT-Advanced Life Support. United Planners Financial Services is a national wealth-management firm serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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 licenses and bringing 41 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Outside of his advisory work, he 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 serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services with varying investment approaches across equity, balanced, and fixed income strategies.

Alex Canas is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Voya Financial Partners since 2014, in addition to affiliation with Anthony Izzo & Associates and Aetna Life & Casualty. Outside of his advisory roles, he is an independent insurance agent involved in the sale of various insurance products, including fixed and index annuities and life insurance. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Jose Sanchez is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing managed account management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

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 credentials and bringing 32 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has also operated Balkaran & Associates since 2011. Balkaran is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

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 Series 65-licensed financial advisor with three years of industry experience. She has worked at The Colony Group since 2021 and previously at Thrivent Financial from 2017 to 2021. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm offers a broad range of wealth advisory and investment management services, employing a long-term, tax- and fee-sensitive investment approach 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.