Anthony Ferreri is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for the Greater Sayville Chamber of Commerce, where he participates in local business advocacy and community activities. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Malcolm Douglas is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has served as CEO and president of Three Squares and a Star Management Group, LLC, which provides planning and administration services for group insurance products, and leads the Lower Hudson Valley Center for Empowerment, a nonprofit focused on mentoring children. Douglas also operates Malcolm Douglas and Associates, Inc., an insurance sales firm. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a broad network of advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy momentum-based approaches.

Christopher Castellano is a CFP® professional with 14 years at Wealthspire Advisors and five years of industry experience. He is based in Melville, NY, and has spent his career with Wealthspire Advisors since 2012. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework overseen by an investment committee.

Matthew Newfield is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kevin Cohen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019. Prior to that, he was employed at Bank of America and Merrill from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 in-house research and security pricing.

Matthew Pascale is a financial advisor with Hightower Advisors holding a Series 66 license and four years of industry experience. He previously worked at Fidelity Investments and State Farm Insurance Company. Outside of his advisor role, he is the owner of Nxt Lvl Ventures LLC, a non-investment related business. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and diverse investment vehicles.

Pauline Healy is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Eagle Strategies since 2018 and has simultaneous roles with NYLIFE Securities LLC and New York Life Insurance Company since 2012. Outside of her advisory work, she serves as a trustee on the Queens Library Board of Trustees. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Michael Kogan is a financial advisor at Equity Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Chelsea Financial Services and Cetera Advisor Networks. Outside of his advisory roles, he is involved with Mkny Business Solutions, Inc., an independent business activity since 2017. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and incorporates third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Shihhua Wang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Wang has been with Citigroup since 2013. Outside of the financial industry, Wang is involved in travel and leisure consulting, including roles as a travel agent and independent consultant specializing in travel, fine dining, and leisure activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Thomas Wolf is a financial advisor at Lincoln Investment with 49 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. His prior experience includes roles at Great American Advisors, EBP of Long Island, and Connecticut Mutual Life Insurance. Wolf also operates a side business as a sole proprietor involved in the sale and servicing of fixed annuities and life insurance. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.

John Harmatuk is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He previously worked at Decisional Wealth Advisors LLC, Pinnacle Investments, LLC, and Passive Capital Management, LLC. Outside of his advisory role, he co-founded a tax preparation business and works as a Medicare Advantage plan sales agent. 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 a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary investment management options.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

John Zeumer is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering services on a non-discretionary basis while clients retain final decision-making authority.

James Copeland is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stasie Jones is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to assess their current financial situations and presents solutions offered through Merrill and Bank of America. Her focus is on equipping clients with the necessary knowledge and tools to manage their financial lives effectively and select the platforms that suit their needs. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Stasie earned her Bachelor's Degree from Southern Connecticut State University. Her approach centers on understanding what matters to clients and their families to help develop strategies aimed at achieving their financial goals.

Kurt Abitz is a financial advisor with Charles Schwab in Huntington Station, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, and AXA Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a comprehensive alternative investments program.

Daniel Vega Jr. is a CFP® professional at LPL Enterprise with 12 years of industry experience. His career includes roles at firms such as Equitable Advisors, Barnum Financial Group, and Merrill. He is involved with Policy Genius as a general agency for final expense insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Thomas Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Tucker is also involved in trust-related activities outside of his primary advisory work. Morgan Stanley Wealth Management serves individual and institutional clients through a broad range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Marvin Feinstein is a financial advisor with Equitable Advisors, holding Series 63 and 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and also has experience at Axa Advisors, LLC. In addition to his advisory work, Feinstein serves as an accountant and trusted advisor through Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, focusing on aligning client objectives with appropriate investment solutions.