Chase Nelson is a Series 66-credentialed financial advisor with seven years of industry experience, currently with TIAA-CREF. His prior roles include positions at Strategic Advisers LLC, Fidelity, Merrill, and T. Rowe Price. Outside of advising, he works as a luxury concierge attendant with Maverick Concierge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized investment options.

Kelly James is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Principal Life Insurance Company and Principal Securities, Inc. in 2026, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2023 to 2026, and at PRUCO Securities, LLC and Prudential Insurance Company of America from 2021 to 2023. He was also self-employed for ten years before entering the advisory industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various institutional clients. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lawrence Heller is a CFP® professional at Savant Wealth Management with 11 years of industry experience. He previously led Total Management Group Inc dba Heller Wealth Management for 23 years. Outside of advisory services, he is the president and owner of L&B Agency, an insurance brokerage and life insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated entities providing accounting, legal, and trust services.

Leonard Cohen is a financial advisor with Primerica Advisors in Bellmore, NY, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2010 and is currently associated with Park Avenue Securities and Guardian Life Insurance Company. Cohen is also involved in providing disability insurance through Metro DI. Park Avenue Securities serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm employs diverse investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Richard Silvia is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2017. Outside of his advisory role, he serves as president of the Executive Business Association, a networking group in Long Island, New York. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and personalized consulting and retirement planning.

Nicholas Minter is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC and Tuttle Capital Management LLC, where he served as Vice President involved in client-facing operational, transfer, and marketing support. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a network of advisors, utilizing both affiliated and unaffiliated investment products with a focus on structured client relationships and technology-enabled investment tools.

Jack Fiorillo is a financial advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance Company, New York Life Insurance Company, and NY LIFE Securities. Before entering the financial industry, he completed his education at Endicott College and worked at The Wheatley School for six years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Brian Gabel is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. 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. The firm provides both point-in-time planning and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

Michael Appelbaum is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He has been with Janney Montgomery Scott since 2001 and holds Series 63, Series 65, and Series 66 licenses. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Jeffrey Soares is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and bringing 25 years of industry experience. He has worked with Union Financial, Inc. since 2021 and has been with Principal Securities since 2014. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raymond Lee is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding a Series 63 designation and six years of industry experience. He has worked at Eagle Strategies since 2023 and has concurrent roles at NYLIFE Securities LLC and New York Life Insurance Co. since 2021. Outside of his advisory work, he owns Tai Chi Ray, LLC, a fitness and well-being education business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Joseph Mastronardi is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies with in-house research and specialized market roles.

Enrico Indelicato III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in developing Cifico, a web-based software that converts financial spreadsheets into animated visuals. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Charles Scarallo is a CFP® with Wealthspire Advisors in Melville, NY, where he has worked since 2016. He has five years of industry experience. Outside of his advisory role, he manages CKAS Equipment LLC, a heavy equipment acquisition business involved in a cooperative rental platform. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, employing an institutional-style asset allocation framework with diverse investment vehicles and ongoing client monitoring.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has five years of industry experience and has also held roles at NYLIFE Securities LLC and New York Life Insurance. His background includes experience with both public-sector positions at the Town of Hempstead and private-sector roles. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of program types tailored to client objectives, with a significant focus on non-discretionary assets and relationships with institutional sponsors.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has extensive experience with related entities, including MirQuest Financial, LLC and Ameritas Life Insurance. Outside of his advisory role, he serves as president of MirQuest Financial, LLC and executive director of MirQuest Insurance Services, LLC, where he is involved in agent recruitment, training, and business planning. Ameritas Advisory Services, LLC 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 uses a range of portfolio management strategies and investment products across multiple platforms, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2022 and previously spent 12 years at TIAA-CREF. He serves on the board of the nonprofit Mt Olivet Cemetery. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture model with affiliated and third-party platforms, offering discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Anthony Amalfitano is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining VOYA in 2014, he has been self-employed as a tax preparer since 1985. Additionally, he is active as an independent insurance agent specializing in fixed insurance sales and life insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary investment management through a large network of representatives and utilizes a combination of in-house and external strategies supported by technology-enabled tools.