Christopher Deo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience. Deo has been with VOYA Financial Advisors since 2014 and also works with Anthony Izzo & Associates. He serves on the Alumni Board of Directors for Long Island University’s C W Post campus. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations, combining in-house and outside strategists, model portfolios, and technology-enabled tools to implement client recommendations.

Gary Murano is a CFP® and holds the Series 66 designation. He joined Eagle Strategies (NY Life) in 2026 and has prior experience with firms including Shufro, Rose & Co., LLC and Hudson Dynamic Retirement. His background also includes roles outside traditional financial advising, such as work with At Your Service Staffing and Lessing's Hospitality Group. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

James Mantione is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked at Private Advisor Group since 2012 and has prior experience with LPL Financial, Chase Investment Services Corp., and CUNA Brokerage Services, Inc. Mantione also operates James Mantione Wealth Management, Inc., through which he offers investment advisory services and holds a non-variable insurance agent license. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based advisory model combines client goal assessment with a range of investment strategies implemented via proprietary platforms and third-party managers.

Richard Hyams is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with Equity Services since 2016 and also maintains a role at National Life over the same period. Outside of advising, he is an IRS Enrolled Agent and operates a tax preparation business, East End Tax & Accounting, LLC. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Thomas Williams is a CFP® professional affiliated with Commonwealth Financial Network, holding Series 63 and Series 65 licenses, and has 37 years of industry experience. He has worked at Commonwealth Financial Network since 2013 and previously was with Colarossi & Williams, Inc. for 23 years, an investment-related firm he owns. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Brannigan Judge is a financial advisor at VOYA Financial Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including TIAA-CREF, Pinnacle Investments, and Santander Securities. Outside of his advisory role, he is co-owner of Decisional Tax Services, LLC, which offers tax preparation services, and serves as an independent insurance agent and Medicare Advantage captive agent. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisory representatives.

Adam Kaufman is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Guardian Life and its affiliated entities since 2010 and has maintained involvement with Sound Wealth Financial Group LLC and Wealth Advisory Group. Kaufman serves as co-treasurer on the board of the Crystal Brook Park Association. Park Avenue Securities LLC, where Kaufman practices as part of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management, model-based strategies, and access to insurance and alternative investment products through its connection with Guardian Life.

Robert Farmand is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and manages complex institutional relationships, combining large-scale resources with unique market roles.

Anthony Manougian is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2012 and previously worked at Morgan Stanley from 2008 to 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory services such as equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating both broker-dealer and advisory businesses and manages a significant portion of advisory assets on a non-discretionary basis.

Dana Lind is a financial advisor with Guardian Life who holds a Series 63 designation and has 31 years of industry experience. She has been with Guardian Life and its affiliates since 2010 and currently also works with Park Avenue Securities. Outside of her advisory role, she is listed as vice-president of a construction and remodeling business owned by her husband, though she does not actively participate in its operations. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

Justin Stone is a financial advisor with Commonwealth Financial Network based in Smithtown, NY. He holds the Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Commonwealth in 2025, he worked at Lincoln Investment and has held roles outside finance, including project management at VaynerMedia. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance infrastructure to affiliated advisors.

Mark Heinemann is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and 65 licenses and over 40 years of industry experience. His career includes roles at New York Life Insurance Company since 1985 and affiliated firms such as Wealth Conservation Group, Inc. and Pinnacle Strategies. Outside of advisory work, he is a partner and passive investor in several business ventures including HCBM Partners. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm emphasizes tailored advice through various program types and manages a significant majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Tyler is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 36 years of industry experience and has been with Eagle Strategies since 2009. Tyler also serves as a trustee on the Board of the High Oaks Village Home-Owners Association, where he manages community service contracts and maintenance relationships. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a range of advisory programs, with most assets managed on a non-discretionary basis.

Patrick McGovern is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 10 years before joining Osaic in 2024. Outside of advisory work, he serves as Director of Operations and Finance at PPS Advisors, Inc. and is a Notary Public. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a diverse range of investment programs and consulting services, utilizing various strategies and platform relationships that combine enterprise scale with institutional client access.

Karlyn Grasso is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 66 designation and 13 years of industry experience. She has worked with National Life Group and Equity Services, Inc. since 2016. Outside of her advisory role, she serves as secretary and communications officer for the John C. Dunphy Private Foundation and is a board member of the Suffolk County Police Department Foundation. Equity Services, Inc. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Ray Young is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 44 years of industry experience, including over 15 years at Private Advisor Group and LPL Financial. In addition to his advisory work, he is involved in non-variable insurance related to life, health, and fixed annuities, and he operates an entity named RK Wealth Advisors, LLC for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and incorporates a range of investment strategies through both in-house and third-party managers.

Gavin Jeffers is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. He previously worked at Valic Financial Advisors and has been affiliated with TD Bank N.A. since 2026. Outside of financial advising, he is appointed as an agent to sell non-securities insurance products for AGIA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers. The firm emphasizes percentage-of-AUM wrap fees and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Michael Librett is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Alpha Centric Funds. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions combining advisor-led discretionary management with model-based strategies and access to specialized platforms and insurance products.

Ryan Cornacchia is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including roles at Joseph Gunnar & Co., LLC and Laidlaw & Co (UK) Ltd. His current position is with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to both proprietary and third-party advisory solutions.

Sean Kennedy is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services from 2010 to 2022 and ROCKEFELLER Capital Management from 2024 to the present. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also operating as a registered broker-dealer.