Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Mark Libersher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Private Advisor Group since 2012 and has also worked at LPL Financial since 2008. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and access to third-party asset managers and model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Aidan Durney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for six years and has experience at LPL Financial LLC. Outside of advisory roles, he has operated a business related to financial services under Flynn Financial Partners. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Daniel Tisser is a CFA® charterholder with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Allied Wealth Partners, Minnesota Life Insurance, Securian Financial Services, and BNP Paribas Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Alexander Levy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs supported by internal standards and oversight committees.

William Lepping Jr. is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney in 2017, he worked at Bank of America and Merrill, where he had a combined tenure of over 30 years. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Krzysztof Kolba is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2016. He is also affiliated with LPL Financial during the same period. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to various advisory programs, third-party asset managers, and firm-managed model portfolios supported by prominent strategists.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. 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 wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Pierson Faldetta is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held roles at the Suffolk County Comptroller's Office and Fire Island Ferries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches across equity, balanced, and fixed income strategies, with approximately $36.7 billion in assets under management as of the end of 2025.

Mante Osei is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, Wells Fargo, Santander Securities, and Astoria Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs strategic and tactical asset allocation through its TD Managed Portfolios and related investment products, utilizing both affiliated and third-party sub-managers.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Kevin Neacy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cabrera Capital Markets, Northwestern Mutual, and The Sagamore Resort. 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 combines large institutional scale with unique market roles, including in-house research and derivatives operations.

Michael Schwartz is a financial advisor with Oppenheimer, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Fahnestock & Co., Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Harvey Weiner is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Guardian Life and Primerica Advisors since 2015. In addition to his advisory role, he operates as an insurance broker selling various insurance products outside of Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

John Kuhn is a CFA® charterholder with a Series 66 license, currently advising at Citigroup Global Markets. He has nine years of prior experience at Morgan Stanley Investment Management before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a diverse range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and customized discretionary solutions.

Jake Thomas is a CFP® professional at Janney Montgomery Scott with three years of industry experience. He has been with Janney Montgomery Scott since 2022 and also has experience in the sports and entertainment sectors, including roles at Prospect Sports and 1Vision Sports & Entertainment. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and investment management through a combination of in-house and third-party solutions.

Gary Mc Hugh is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including model portfolios and customized portfolio management under a fiduciary standard.

Natalie McGinley 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. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2016 and operates under the DBA Wealth Conservation Group, Inc. for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Shannon Thieke is a Series 65–licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire in 2024, she held positions at Boston College from 2020 to 2024 and worked for the Town of Hempstead from 2018 to 2021. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and other services tailored through client interviews and ongoing monitoring.