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.

Matthew Safranek is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Lincoln Investment, Capital Analysts, Charles Schwab & Co., Inc., and Hanna Instruments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Dylan Guerrera is a financial advisor at Equity Services, Inc. with a Series 66 designation and one year of industry experience. Before joining Equity Services, he worked at National Life Group and previously spent 13 years at East Islip Middle and High School. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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.

Jason Prew is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2016, and has over 23 years with Bankers Life & Casualty, Inc. In addition to his advisory role, he manages a team of agents focused on insurance sales, including Medicare Supplement, annuities, life insurance, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Joseph Fuschillo is a financial advisor at Guardian Life with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Park Avenue Securities, Guardian Life Insurance Company, SA Stone Wealth Management, and other firms over his career. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Lawrence Harkavy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002, totaling 24 years at the firm. Oppenheimer serves a broad 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 strategies tailored to client objectives.

Alexander Zourides is a CFP® and ChFC® with 26 years of experience in financial services. He has worked at Equity Services, Inc. since 2017 and previously held roles at National Life and Ameritas Investment Corp. He also operates a tax preparation business serving individuals and small business owners. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Gary Lukachinski is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked at Janney since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank from 2008 to 2017. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Bryant Sheftick is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has been with Eagle Strategies since 2019 and has longstanding affiliations with NYLife Securities Inc., New York Life Insurance Co., and Paramount Financial dating back to 2004. Outside of his advisory role, he owns and operates Sheftick & Associates CPA, PLLC, a CPA firm specializing in tax preparation and planning. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, including work with defined contribution and defined benefit plans as well as charitable and corporate clients.

Craig Ferrantino is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has served in various roles including as president of Craig James Financial Services, LLC since 2018. Outside of his advisory work, Ferrantino is involved with several nonprofit financial education organizations and volunteers as an EMT-Advanced Life Support. United Planners Financial Services is a national wealth-management firm serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Theodore Agrillo III is a financial advisor at CWM, LLC with 33 years of industry experience. He holds a Series 63 designation and has held prior roles at Cetera Wealth Services, Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and LPL Financial. Agrillo also owns Multiplex Planning and is involved with Financial Strategies Group, where he helps develop strategies for high-net-worth clients using charitable and load trusts funded by life insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to support retirement plans, institutional clients, and platform services.

John West is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Outside of his advisory work, he serves as a board member and chair of the Stewardship committee at St. John's Church in Huntington, NY, where he assists with investment matters. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services with varying investment approaches across equity, balanced, and fixed income strategies.

Alex Canas is a financial advisor at Voya Financial Advisors, Inc. with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Voya Financial Partners since 2014, in addition to affiliation with Anthony Izzo & Associates and Aetna Life & Casualty. Outside of his advisory roles, he is an independent insurance agent involved in the sale of various insurance products, including fixed and index annuities and life insurance. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors and charitable organizations. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Devin Higgins is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at The Ayco Company LP since 2019. Prior to that, he was employed at the University at Albany and Vito A. Sindoni & Son Packing Company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.

Jose Sanchez is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing managed account management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.