Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Edward Magett is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds a Series 63 credential and has been with GWN Securities since 2015. In addition to his advisory role, Magett is also an independent insurance agent offering life insurance and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs both affiliated and unaffiliated sub-advisers and emphasizes tactical strategies including market-timing and momentum-based approaches in some legacy programs.

Matthew Wade is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Matthew Devine is a financial advisor at PlanMember Securities Corporation with 15 years of industry experience. He holds the CFP® and Series 63 designations and has been affiliated with PlanMember since 2010. Devine is also involved as a board member of the Suffolk County Police Athletic League, an organization focused on youth mentoring and community programs. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and education services, using a top-down strategic asset allocation approach and managing risk-based mutual fund portfolios across a range of investment styles.

Stephen Dellibovi is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has four years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance, and Northwestern Mutual. He is also an owner of SHELTS LLC and serves on the board of directors for the nonprofit organization The Noia Project Inc. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led management and model-based strategies, along with access to proprietary and third-party investment solutions.

Sherry Cesare is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Cesare has worked at VOYA since 2014 and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise advisory and broker‑dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations supported by both in-house and external strategists, offering a range of financial planning, portfolio management, and retirement advisory services through a large network of advisors.

Joseph Fusaro is a financial advisor at Oppenheimer with 13 years of industry experience. He has been with Oppenheimer since 2014 and previously worked at Merrill for one year. Outside of his advisory role, Mr. Fusaro owns and manages a construction contracting business and an investment property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. Janney Montgomery Scott 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, and institutional clients, offering brokerage services, financial planning, and various advisory programs.

Kevin Cantwell is a financial advisor at PlanMember Securities Corporation with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at PlanMember since 2021, along with positions at US Retirement & Benefit Partners and Mutual Inc. He has also been involved in financial and insurance sales, as well as tax preparation services through his work with Mutual Inc. and Daybright Financial. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options, education, and support services, using a top-down strategic asset allocation approach combined with risk-based mutual fund portfolios.

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at Rosemark Advisors for four years and has experience outside the financial industry, including roles at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and advisory programs across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services and maintains custody of client assets while operating broker-dealer and advisory businesses.

Christopher Mincone is a financial advisor at Kestra Advisory with credentials including the Series 66 designation and one year of industry experience. His prior work experience includes roles at Mixpanel and EY, as well as an academic position at SUNY Buffalo. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages substantial assets, serves large institutional investors including sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.

Syed Rizvi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Equity Services since 2012 and also maintains a role at National Life. Outside of his advisory work, Rizvi serves as president of Yafatimazahra, Inc., where he manages educational lectures on the history of religions, different cultures, and races. 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, often using third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

John Falco is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with Equity Services since 2015. In addition to his advisory role, he owns and operates an insurance brokerage focused on life, health, disability, and long-term care insurance sales. Equity Services, Inc., doing business 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 that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Dylan Squeo is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets Inc., City National Rochdale, and Northwestern Mutual Wealth Management Company. His current role began in 2026 with TIAA-CREF. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolios and customized portfolio management under a fiduciary standard.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

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.