Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He has held his current position at Oppenheimer & Co. Inc. since 2011. His credentials include Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of programs and advisory services, including both discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.

Michael Di Marco is a CFP® professional with 10 years of experience in the financial services industry. He has worked at firms including American Express Financial Advisors Inc., IDS Life Insurance Company, and Country Fair Management LLC. Since 2025, he has been affiliated with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of investment advisory programs including discretionary and non-discretionary models from in-house and third-party managers.

Eric Greengold is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including a decade at Voya. Prior to his current role, he worked at Bowlmor for one year. Outside of his advisory work, he has been involved in administrative consulting related to pension actuarial reports and provides front-of-house service at a craft brewery. Voya Financial Advisors serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive financial planning, portfolio management, and plan sponsor consulting through various program structures, with a preference for non-discretionary, recommendation-based advice.

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 license and 13 years of industry experience. His prior experience includes roles at LPL Financial, LLC and MetLife Securities Inc. He currently operates within Stratos Wealth Partners, an enterprise-level firm with a large network of advisors. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Guardian Life and its affiliates since 2012. Outside of his advisory role, he is involved in insurance activities unrelated to Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party model portfolios.

Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

Eric Goldberg is a financial advisor at Ameritas Advisory Services, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Pruco Securities LLC and The Prudential Insurance Company of America. Goldberg is also involved with the DiPaola Financial Group, where he is active in financial planning and insurance-related business activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners.

Robert Mcintosh is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation, LPL Financial, and Invest Financial Corporation. Outside of advising, he owns and operates a tax preparation business and provides life insurance services. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Joseph Gonzalez is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at multiple firms including LPL Financial and Chase Investment Services Corp., and has been associated with Ameritas and the DiPaola Financial Group since 2013. Outside of his advisory role, he serves as a senior associate at DiPaola Financial Group, focusing on life insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a range of custodial platforms and third-party tools for portfolio construction and ongoing management.

Randy Brickman is a financial advisor with Primerica Advisors, holding a Series 63 designation and 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2015. Outside of advisory work, he serves as president of a BNI referral marketing group. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management through a combination of discretionary and non-discretionary strategies, including mutual funds, ETFs, and alternative investments.

Eleni Louvaris Barone is a financial advisor at Oppenheimer with 25 years of industry experience. She has been with Oppenheimer & Co since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Invision Events, an event company, and works as a wine guide hosting in-home wine tasting events. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charities, and retirement plans. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options, while maintaining custody of client assets as a qualified custodian.

Antonio Lee is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Lee holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating at a large institutional scale with specialized market roles.

Lawrence Barth is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2016. He serves as President of Eitz Chayim Dogwood Park, a synagogue where he helps manage operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charities, and corporate clients with financial planning, brokerage services, and investment advisory programs. The firm offers discretionary and non-discretionary portfolio management using both proprietary and third-party models.

Kathleen Lumetta is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at PFS Investments Inc., Primerica Financial Services, Natwest Group, and HSBC. She was previously associated with Schooley Mitchell of Roslyn, a cost consulting business. 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 clients. The firm utilizes a combination of affiliated and third-party sub-managers to construct portfolios and offers comprehensive financial planning and custody services.

Peter Rivoir is a financial advisor with Valic Financial Advisors in Greenlawn, NY, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and is also an agent with Agia, where he offers non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Kang is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Gregory McGraime is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure using affiliated funds.

Patrick Doherty is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Peoples United Bank, Sterling National Bank, and Astoria Bank. He is a member of a local investment group in Hauppauge, NY, where he serves as an investment advisor and collaborates with other professionals. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of advisory programs including asset management, consulting, and retirement services, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary approaches.

Carolyn Frzop is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. She has been with Janney since 1987 and holds a Series 63 designation. Outside of her advisory role, she manages a rental property in Fairfield, Connecticut. 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 and offers brokerage, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management services.

Joseph Bendrihem is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Guardian Life Insurance, New York Life Insurance Company, and Park Avenue Securities. He is a managing partner of Heritage Planning Group LLC, where he is involved in managing and selling insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting advisory relationships on both discretionary and non-discretionary bases.