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.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at VOYA since 2014 and has a long tenure with Union Central dating back to 1987. Outside of his advisory role, Nelson delivers occasional paid motivational speaking engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services utilizing both affiliated and unaffiliated products, with an investment approach that incorporates model portfolios, in-house and external strategists, and technology-enabled tools.

William Ruland is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at Sterling National Bank, LPL Financial, LLC, and Financial Resource Group. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Christopher Aliseo is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Republic Securities Company, HSBC Securities, and Wells Fargo Clearing among other firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines institutional scale with unique market roles, providing a broad range of advisory and execution services.

Brandon Zisa is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Rho, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves as a board member on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of in-house and third-party strategies, with a focus on client-approved, non-discretionary asset management supported by technology-enabled tools.

Thomas Palmeri is a financial advisor at Guardian Life with 40 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he volunteers as a kitchen manager at The INN @ St Francis soup kitchen in Patchogue, NY, and serves as president-elect of the Patchogue Rotary Club, where he also previously held the positions of sergeant of arms and secretary. He is the treasurer on the NAIFA New York State Executive Committee and Board. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based portfolio management, and a variety of proprietary and third-party advisory solutions, with access to insurance products and alternative investments.

Klara Muratova is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 license and bringing 30 years of industry experience. She has worked with Guardian Life since 2010 and with Park Avenue Securities since 2020. Outside her advisory role, she serves as assistant treasurer on a condominium board of directors. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party solutions.

Joseph Koehler is a financial advisor with Private Advisor Group, LLC and holds the CFP® certification. He has 33 years of industry experience, including over 20 years with LPL Financial. Koehler is also involved with a technology company, Reewire Holdings Pte Ltd, on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides both discretionary and non-discretionary services through its proprietary platforms and third-party managers.

Nicholas Miradoli is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities. Outside of financial services, he has held roles at Strathmore Vanderbilt Country Club and Manhasset Secondary School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through discretionary and non-discretionary mandates, combining proprietary and third-party model strategies, along with access to insurance products and alternative investments.

Albert Donofrio is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Advisory Group, Agia, and Valic Financial Advisors. Based in New York, NY, he joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at Brokers International Financial Services and running Eghrari Wealth Training LLC. In addition to his advisory work, he is an attorney specializing in estate planning and is involved in recruiting and training attorneys to become investment advisor representatives. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning options, including discretionary and non-discretionary accounts, model portfolios, and third-party manager referrals.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.

Stephane Lasher is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with VOYA and its affiliates since 2005. Outside of his advisory role, Lasher serves as president of the Westhill Booster Club, overseeing decisions regarding financial assistance for school athletics programs. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm uses client-centered investment policy statements and a combination of in-house and external strategies, with a focus on mostly non-discretionary management and technology-enabled tools.

Michael Schmidt is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Yuet Fu Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining Citigroup in 2021, Lee worked at firms including Cetera Investment Services, Cathay Bank, CommunityAmerica Financial Solutions, Raymond James Financial Services, the United Nations Federal Credit Union Advisors, and HSBC Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant functions, supported by extensive in-house research and oversight.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He has held roles at Ameritas Advisory Services and affiliated companies since 2008 and is involved in multiple ventures including serving as CEO of National Wealth Group, where he focuses on recruiting and training efforts nationally. Ameritas Advisory Services 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 utilizes a range of investment strategies and program platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.