Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked at multiple Ameritas entities since 2018 and has managed Freed Management Group Inc. since 1994, where he is involved in insurance sales and office administration. Freed also serves as a limited partner-consultant for ABHC Property Group LLC, focusing on commercial real estate management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a broad array of asset management and financial planning services across multiple program platforms, leveraging both proprietary and third-party models and investment options.

Dennis Martin is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to advisory work, he is active as a life and health insurance agent and occasionally sells fixed annuities. 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 through a range of managed-account programs and model portfolios, with a notable history of market-timing and momentum-based strategies.

Kevin Conroy is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Conroy is also an independent insurance agent specializing in MetLife Auto and Home property and casualty personal lines. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a combination of discretionary portfolio management and model-based allocations, incorporating both affiliated and unaffiliated sub-advisers, and utilizes market-timing and momentum-based strategies in select legacy programs.

Donald Lippencott is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 42 years of industry experience with a career including roles at New York Life Insurance Company and NYLife Securities Inc. He is also the owner of Westwind Farm And Stables LLC, a horse farm and equestrian center. Lippencott serves on the boards of Mather Hospital and Theater Three, a local community theater, and is a director of the Robert Keleher Family Foundation, which provides educational scholarships. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Monte Sperling is a financial advisor with Guardian Life and holds a Series 63 designation. He has 33 years of industry experience and has spent a significant portion of his career at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with MONTNOR ASSOCIATES LLC, a business focused on accounting. Park Avenue Securities LLC, a wholly owned 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 mix of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Guy Bodner is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Evercore, and Jones Day, as well as a position at Crest Hollow Country Club. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with individual investors, plan sponsors, and charitable and corporate clients.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at People's United Advisors, Santander Securities, LPL Financial, Edward Jones, and Chase Investment Services. He serves as a director for the Merrick Bellmore Little League, assisting with league divisions, coaching support, and youth clinics. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients connected to TIAA-administered employer retirement plans.

Kevin Flaaen is a financial advisor at Wealthspire Advisors with a Series 65 designation. He has nine years of prior experience at FineMark National Bank & Trust before joining Wealthspire Advisors in 2025. 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 provides standalone financial planning and consulting services, customizing portfolios to client objectives with an emphasis on strategic asset allocation across a variety of investment vehicles.

Stephen Valenti is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at Mark S. Eghrari & Associates, PLLC and Futterman, Lanza & Pasculli, LLP. Valenti is also an associate attorney at Mark S. Eghrari & Associates, PLLC, an estate planning law firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Robert Schrier is a financial advisor with Guardian Life in Melville, NY, holding the ChFC®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Guardian Life and its related entities since 1993. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Scott Odonnell is a financial advisor with Oppenheimer, holding Series 66 and Series 65 credentials and 24 years of industry experience. He previously worked at Morgan Stanley and E*TRADE Capital Management LLC. Odonnell is a founding partner of a networking group with no financial gain. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management and consulting, with a notable portion of assets managed on a non-discretionary basis.

Carl Friedrich is a financial advisor at Farther with the designations CFP® and CFA®, and holds Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at Excelsior Investment Advisors, Fcci Consulting, and FCE Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and independent managers, supplemented by AI tools under internal review.

Muhammad Shahzad is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2017, following four years at Peoples United Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Kevin Fahy is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 31 years of industry experience. He previously worked at TIAA-CREF from 1994 to 2025 before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and coordinated services tied to Empower’s recordkeeping and administrative platforms.

Coletta Alagia is a financial advisor at Guardian Life with a Series 66 license and entry-level industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, JT Urraro, and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience with Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and education services tailored to client needs.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2002. Outside of his advisory role, he is involved with D. Hass Tennis Inc., a non-investment-related activity he dedicates time to on weekends and after market hours. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Stephen Healey is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., bringing one year of industry experience. His background includes roles at Bankers Life Securities, Bankers Life & Casualty, RTI International, and Veracity Research Company, as well as twelve years of service in the US Army Reserves. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Herbert Oster is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 42 years of industry experience. He has been with Guardian Life and its affiliated companies since 2012. Outside of his advisory role, he has a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to proprietary and third-party investment solutions.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.