Michael Turi is a CFP® professional with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Unum and other financial firms, with continuous involvement in the Wealth Enhancement Group since 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Gerard Morra is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 24 years of industry experience, including 11 years with Eagle Strategies, NYlife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, delivering tailored advice primarily through non-discretionary management and a variety of program types.

Kenneth Ford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Private Advisor Group since 2011 and previously spent 10 years with LPL Financial, LLC. Ford operates under multiple business names associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offers managed account solutions including its proprietary WealthSuite platform, and utilizes third-party managers and a range of investment strategies.

David Speranza is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Spire Wealth Management LLC, Compass Asset Management, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves as an NCAA baseball umpire. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and over 13,000 clients.

Andrea Brown is a financial advisor with VOYA Financial Advisors, Inc. in Newburgh, NY, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. She previously worked at Bank of America, N.A., and Merrill before joining Voya in 2018. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisor and broker-dealer that serves individual, institutional, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of in-house and external strategies, with a focus on both discretionary and non-discretionary account management.

Stephanie Manitaras is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and previously worked at 10-15 Associates, Inc. from 2010 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Michael Gomez is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

Ashley Squillace is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Compass Asset Management Group, LLC. Ashley also works part-time as a fixed insurance agent. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, using a customized, long-term investment approach that includes ETFs, mutual funds, and alternative investments.

Miles Anthony is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Richardson & Stout Financial Services Inc. He is also the owner of Anthony Financial Services, although all client business is conducted through Principal Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with ongoing client reviews managed by its Financial Advisors.

Zachary Ruttenberg is a financial advisor with Eagle Strategies (NY Life) based in Newburgh, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked with firms including Ruttenberg Capital Group, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Ruttenberg serves as a board member of the Newburgh Jewish Community Center and is involved in a jewelry and diamond sales business. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis and an integrated structure linked to New York Life.

Aman Goel is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials, with 11 years of industry experience. He has operated Goel Financial since 2018 and has been affiliated with New York Life and its related entities since 2013. Outside of advisory work, he serves as president of a local networking chapter, BNI Gateway, and leads Goel Management Group, which supports staffing and event management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with a focus on non-discretionary management and fiduciary responsibilities within the New York Life affiliate structure.

Richard Ernst is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 1983 and joined Eagle Strategies in 2021. Richard is also a CFP class instructor and a notary public. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, 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 within an integrated New York Life affiliate structure.

Kyle Ray De Santis is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in various roles across multiple industries. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers a multi-provider model with discretionary and non-discretionary portfolio management, leveraging affiliated KeyCorp resources and third-party managers.

Eric Gerstein is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 40 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he co-owns a real estate investment venture with his son focused on residential properties in the Chicago area. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Jason Ostapczuk is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation. Prior to joining Citizens Securities in 2019, he worked at Wells Fargo Clearing from 2016 to 2018. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Ilana Stern is a financial advisor with Eagle Strategies (NY Life) based in Newburgh, NY. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory career, she spent 20 years at NBC Universal and also has experience with J&C Home Renovations Inc. since 2021. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Cammareri Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. Outside of advisory work, he is a notary public and operates an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a variety of portfolio management and model-based solutions across multiple custodial platforms.

Alexander Taub is a Series 66-credentialed financial advisor with 27 years of industry experience. He is affiliated with Raymond James Financial and has been a financial advisor there since 2009. Taub is also owner and treasurer of Zick Whitted Taub Group, Inc., a support company that contracts with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Priore is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Paul Ferrigno is a CFP® professional affiliated with OSAIC, with 21 years of industry experience. He has previously worked at FSC Securities Corp and SII Investments. Outside of his advisory role, he serves on the Membership Committee for Business Network International, assisting with member performance metrics, interviews, and conflict resolution. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and advisory platforms. The firm offers a wide range of financial services and employs firm-provided asset allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.