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.

Christina Koehler is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. She holds the Series 66 designation and has been with Private Advisor Group since 2015, having previously worked at LPL Financial starting in 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Danling Cao is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked with Transamerica Financial Advisors since 2017 and has been involved with several related entities, including IMG Global, World System Builders, Heartland Institution of Financial Education, and World Financial Group. Her other activities include sales of insurance and non-insurance products through affiliated companies within the Transamerica network. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

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.

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.

Lawrence Lee is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for nine years. Outside of his advisory work, he serves as a computer technician for a restaurant in Corona, NY. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and operates as a limited partnership with many financial professionals as limited partners.

Joseph Fuschillo is a financial advisor at Guardian Life with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Park Avenue Securities, Guardian Life Insurance Company, SA Stone Wealth Management, and other firms over his career. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Gary Lukachinski is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked at Janney since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

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.

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.

Devin Higgins is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at The Ayco Company LP since 2019. Prior to that, he was employed at the University at Albany and Vito A. Sindoni & Son Packing Company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.

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.

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.

Michael Murray is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at American Express Financial Advisors Inc., Securities America Advisors, and OSAIC. He also has involvement in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed account programs, access to third-party asset managers, and custody services, managing approximately $212.7 billion in client assets.

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.

Yi Wang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Wang holds the Series 63 and Series 65 licenses. 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 operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

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.

Frank Booth Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2015. Outside of his advisory role, he is also active as an independent insurance agent and works as a real estate salesperson with Berkshire Hathaway HomeServices. VOYA Financial Advisors serves a wide range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily focusing on non-discretionary, recommendation-based relationships.

Di Lu is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Transamerica since 2013. Outside of his advisory role, Di Lu is involved with the Global Youth Leadership Organization Inc. and the Youth Leaders Development Organization. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.