Jason Lehrer is an investment advisor representative with Kestra Advisory Services, LLC, holding a Series 63 designation and over 17 years of industry experience. He has been with Kestra Advisory since 2016 and is also a partner at Main Street Financial Group, where he has worked since 2008. Outside of his advisory roles, Lehrer serves as the financial officer and treasurer for Kehilat Hadar, a religious organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets, serves large institutional investors including sovereign wealth funds, and offers access to multiple management platforms and third-party managed solutions.

Brian Batter is a financial advisor with Transamerica Financial Advisors in Great Neck, NY, holding Series 63 and Series 65 credentials with 19 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, Valle Incorporated since 2014 where he serves as Vice President of Sales, and FPF North America Corp as President since 2019. He is also a freelance bio writer producing interviews and author reviews related to athletes and personal trainers. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and maintains affiliated retirement and recordkeeping entities.

Helen Chambers is a financial advisor at VOYA Financial Advisors, Inc. with 43 years of industry experience. She holds a Series 63 designation and has been with VOYA since 2014. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance. VOYA Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and third‑party money manager access through various program structures, primarily providing non‑discretionary, recommendation-based advice.

Nicholas Alfino is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Park Avenue Securities and Guardian Life Insurance Co of America since 2016. Outside of his advisory work, he serves as president of the GAIN IBO Networking Group, overseeing its integrity and growth. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and supports various account-level solutions such as lending and donor-advised funds.

Tony Shen is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Outside of his advisory role, he translates master’s degree materials into Chinese for students at Columbia International University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and facilitates bespoke solutions for high-net-worth clients.

Thomas Scala is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including proprietary research and arrangements as a swap dealer and futures commission merchant.

Kiana Hunter is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in financial services and retail, as well as a position at the Career Resource Center at the UB School of Management. Janney Montgomery Scott is a large 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, corporations, retirement plans, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Joel Moskowitz is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked at Guardian Life Insurance and Park Avenue Securities since 2012 in various roles. Outside of his advisory work, he is a 5% owner of RAG RFSNY LLC, a corporation involved in paying trails on disability insurance. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a diverse range of investment strategies through proprietary and third-party model portfolios.

Zhuobei Deng is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and security-pricing functions, as well as specialized roles such as a security-based swap dealer and futures commission merchant.

Ethan Weisenberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial, The Retirement Group, LLC, and a 12-year tenure at Fsc Securities, alongside operating his own business for over 30 years. He is also involved in insurance sales and underwriting as a sole proprietor. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, utilizing a diversified investment approach that combines passive and active management supported by quantitative, momentum, and fundamental analysis, with portfolio oversight by an internal Investment Committee.

Meiyue Jin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and Citi Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke solutions for high-net-worth clients.

Adrienne Cavallaro is a financial advisor at VOYA Financial Advisors, Inc. with 16 years of industry experience. She holds a Series 63 designation and has been with VOYA since 2014. Outside of her advisory role, she serves as the Board President of The Seton Foundation, which supports academic initiatives at Seton Catholic School. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and various advisory programs, with a focus on non-discretionary, recommendation-based relationships.

Joseph Barbagallo is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential, National Life Group, and Equity Services, Inc. Outside of his advisory work, he serves as Second Deputy Chief of the New Hyde Park Fire Department. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Evan Steinlauf is a Series 66-credentialed financial advisor at Citigroup Global Markets with 26 years of industry experience. He has worked extensively with J.P. Morgan entities from 2004 to 2025 before joining Citi Wealth Management in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs, and maintains in-house research and pricing capabilities alongside its unique market roles.

Francis Becker II is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. He is also the owner of Frank J Becker Inc., an agency selling life, LTC, and annuities products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office support, including investment management, trading, technology, and compliance services.

John Macri is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Corient, where he has worked since 2023, following eight years at La Ferla Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

William Puvogel is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2002. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning, using a range of asset allocation and investment strategies tailored to client objectives.

Christina Koehler is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. She holds the Series 66 designation and has been with Private Advisor Group since 2015, having previously worked at LPL Financial starting in 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Leon Browne is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 registrations and 12 years of industry experience. He has worked in various roles within New York Life and its affiliates since 2014. Outside of his advisory work, he is a commissioned Notary Public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, particularly in relationships with institutional sponsors.

Lyndsey Gorham is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and is based in Melville, NY. Gorham has been associated with Wealthspire Advisors LLC (formerly GM Advisory Group) since 2006 in various capacities. 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 offers standalone financial planning and consulting services, customizing portfolios to client objectives and employing a strategic asset allocation approach across multiple investment vehicles.