Douglas Peters is a financial advisor at Voya Financial Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Voya Financial since 2015. Outside of his advisory role, he serves as President of the Blue Jay Athletic Association at Elizabethtown College, leading volunteer efforts to support the college's athletic program. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and third-party strategists with technology-enabled tools to deliver customized advice, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Colleen Mackenzie Doino is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. She is also involved in two business ventures: Best Day Ever Vacations and Tee to Green Pro Services. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage, financial planning, and advisory programs, combining in-house and third-party asset management with unique custody and trustee services.

Kevin Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Brokers International Financial Services, Allergenis, and Kinesso. He also operated Eghrari Wealth Training LLC, providing investment coaching and client account management. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both discretionary and non-discretionary investment solutions.

Michael Bonamarte is a financial advisor at Voya Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. He is also the president of Hudson Financial Associates LLC, an independent financial services and insurance firm. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to support mostly non-discretionary client relationships.

Gregory Eckl is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he leads an annual battlefield tour in Gettysburg and serves as a board member for Siena University’s Board of Advisors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of advisory solutions combining discretionary management with model-based strategies, supported by proprietary and third-party platforms.

Richard Ludington Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at VOYA-related firms since 2005. Outside of his advisory role, he is also 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 a range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a mix of non-discretionary and discretionary management strategies supported by both in-house and third-party resources.

Michael Genduso is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 33 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 multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates institutional-scale resources with specialized market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Joseph Torre is a financial advisor with Commonwealth Financial Network holding the ChFC® and Series 66 designations and has seven years of industry experience. He has worked at Commonwealth Financial Network and affiliated financial advisory groups since 2015. Torre is also the owner of J. Torre Wealth Management, Inc. 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 around $213 billion in client assets. The firm offers managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios using internal models or through external platforms.

Michael Clementi is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and AXA Advisors, LLC, as well as entrepreneurial work with Phil's Vitamin Company and Full Spirit Incorporated. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with services delivered on both discretionary and non-discretionary bases and integrates offerings from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Michael Doherty is a financial advisor at Oppenheimer with 49 years of industry experience. He has been with Oppenheimer since 2005 and holds a Series 63 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Michele Arnett is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at GWN Securities since 2014 and has been associated with the Center For Wealth Planning since 2007. In addition to her advisory role, she is licensed to sell life, accident, and health insurance. 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 and model portfolios through a network of approximately 423 advisors.

Juan Garcia is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Tri-Mountain Financial Group, Inc., Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he is a partner in a corporation involved in real estate investment. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Brian Williams is a financial advisor with Commonwealth Financial Network based in Islandia, NY. He holds a Series 66 designation and has five years of industry experience. Williams has previously worked at Colarossi and Williams and is involved outside of finance as a bartender. 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 roughly $212.7 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Maloney is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2011. In addition to his advisory role, he serves as a loan officer arranging residential mortgage financing and is involved in community activities such as serving as president of his homeowners association and as a trustee on a local board of education. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Kamerick Rampersad is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has worked with Park Avenue Securities and Guardian Life in various capacities since 2014. In addition to his advisory work, he is a licensed realtor providing clients with real estate information and offers health and Medicare insurance services to business clients and seniors. 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, consulting, and investment management solutions delivered through proprietary programs and third-party platforms.

William Barry is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2022, as well as experience with Harlem Children's Zone and the University of Maryland, College Park. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations and delivers advice through multiple program types, primarily managing assets on a non-discretionary basis.

Kevin Givens is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the Series 63 designation and has worked at Equity Services Inc since 2018. Prior to that, he was with National Life Group, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Outside of his advisory role, he is an agent for MAVERYCK Insurance Agency and Eastern Advisory Group, selling life, health, disability, and long-term care insurance products. Equity Services, Inc., operating 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 utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Bernadette Baumgarten is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Her background includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2013, as well as prior experience with Main Street Cafe. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and administers a large portion of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Keith Fuchs is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 66 designation and over 23 years of industry experience. He has been with GWN Securities since 2004. Outside of advising, he sells life insurance and Aflac assurance programs, and also works as a photographer providing images of vehicles and boats for insurance claims. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Frank Grasso is a financial advisor with Equity Services, Inc. holding the CFP® designation and Series 63, 65, and 66 licenses. He has over 43 years of industry experience and previously worked at firms including Cetera Advisor Networks LLC and North Ridge Securities Corp. Outside of finance, he is involved in music as a professional piano player and holds leadership roles in music publishing and entertainment management organizations. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and retirement plans. The firm offers multiple advisory platforms using third-party asset managers and combines long-term strategies with options for shorter-term trading.