Cody Tarver is a financial advisor with TD Private Client Wealth LLC in Melville, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked within various branches of TD Bank and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through a technology platform provided by Envestnet.

Dawn Terbush is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at New York Life Insurance Company and NYlife Securities LLC. Terbush serves as a board member of professional networking groups in Southern California and Melville, NY, and owns Terbush Management Services, Inc., which provides engineering project management services. 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 provides tailored advice through multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

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.

Jason Rubinstein is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, JP Morgan Securities LLC, and Ameriprise Financial Services LLC. Rubinstein is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Joanann Natola is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 31 years of industry experience. She has worked at Element Financial Group and Commonwealth Financial Network since 2011, and previously at Mass Mutual Investors Services from 2005 to 2011. Natola is a managing partner and co-owner of Element Financial Group, LLC, and serves as co-trustee of a non-family insurance trust. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides adviser support, managed-account programs, access to third-party asset managers, and custody services.

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.

David Mammina is a CFP® with 17 years of industry experience currently affiliated with Kestra Advisory. He has held roles at multiple Kestra entities and GFS Wealth Management Advisors and serves as president of DMSZ, Inc., a consulting business. Mammina is also involved in retail management and serves as a partner and financial advisor at GFS Wealth Management Advisors. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by due diligence, serving approximately $79.8 billion in assets under management.

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 and Park Avenue Securities, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. He has been with Guardian Life and its affiliates since 2010. In addition to his advisory work, Kaufman serves as co-treasurer on the board of the Crystal Brook Park Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.

Melvin Tom is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including HSBC Securities USA and HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles.

Dana Lind is a Series 63-licensed financial advisor with Primerica Advisors, bringing 30 years of industry experience. She has worked with Primerica Advisors and Guardian Life Insurance Company since 2010 and is currently affiliated with Park Ave Securities. Outside of her advisory work, 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 serves a diverse 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 various account types and supports multiple financial planning and consulting solutions.

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.

Christina Bauer Dobias is a financial advisor at TIAA-CREF with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Healthcare Community Securities Corporation, Cammack Retirement Group, Osaic FA, Inc., and Morgan Stanley Dw Inc. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with prior relationships through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management within a fiduciary framework and acts as adviser to the TIAA Donor Advised Fund.

Amin Rashid is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior work history at Asset Management Investment Network. In addition to his advisory role, he is involved in selling health insurance through Granite Insurance Brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

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.