Andrew Gozinsky is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1998. Gozinsky holds a Juris Doctor degree, although he is not an active member of the New York State bar. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Angela Romeo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citigroup since 2002. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and pricing capabilities while providing bespoke solutions for large relationships.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following two years at Axa Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs across equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation, with both discretionary and non-discretionary services.

Michael Tynan is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent two years with TIAA-CREF. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios managed through both discretionary and non-discretionary approaches.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Richard Rubin is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at \u0026PARTNERS since 2025 and previously spent 11 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary account management.

Michael Murphy is a financial advisor with Oppenheimer in Melville, NY, holding Series 63 and Series 66 registrations and bringing 42 years of industry experience. He worked at Merrill from 1986 to 2009 before joining Oppenheimer, where he has been since 2009. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Michael Mc Murray is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and 44 years of industry experience. He has previously worked at Janney Montgomery Scott, UBS Financial Services, and Merrill. Mc Murray has been with Oppenheimer since 2019. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles, offering a range of advisory programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary portfolio management with a focus on equity, balanced, and fixed-income strategies, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Danielle Carini is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial Services and HSBC Bank USA. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.

Robert Campbell III is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. 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 serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, providing services within a vertically integrated structure that includes affiliated funds.

Matthew Witten is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Voya since 2014. Outside of his advisory work, he is involved in fine arts activities including stage performance, live music, directing, playwriting, and teaching, and is a member of Actors' Equity Association. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based relationships through multiple program structures.

Brendan Hand is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at The Colony Group, LLC, Blue Water Advisors, LLC, and Equitable Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds within an enhanced open architecture framework.

Jonathan Leis is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2019, he worked at Citigroup Global Markets Inc. from 2012 to 2019. Outside of his advisory role, he is a member of JBL Holdings, LLC, where he manages real estate activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Dominick Vigliotti is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and the Center For Wealth Preservation. Outside of finance, he was involved with Long Island Compost for three years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, supported by due diligence on recommended investments and a broad platform of management solutions.

Donald Keegan is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 licenses and 29 years of industry experience. Prior to joining Centaurus Financial in 2025, he worked at The Investment Center Inc for nine years and Ic Advisory Services Inc for seven years. Outside of his advisory role, he is a partial owner of Yellow Pages Directory Inc., which provides U.S. company information to the public. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm delivers financial planning and portfolio management through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

Tommy Fitzpatrick is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and five years of industry experience. He has worked within various divisions of Bankers Life since 2013. Outside of advising, he supervises and trains insurance agents within Bankers Conseco Life Insurance Company. 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 portfolios across multiple asset classes, operating under CNO Financial Group with affiliated insurance and mortgage-related entities.

Michael Egan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He is the owner of Kingsbridge Capital Advisors, a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, compliance, and practice-management support while enabling advisors to construct portfolios from a broad range of securities and insurance products.

Jonathan Goohs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been associated with multiple Ameritas entities and DiPaola Financial Group since 2017. Outside of his advisory roles, he provides financial service solutions for individuals and small business owners through DiPaola Financial Group, focusing on insurance, retirement, and business planning. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm provides various managed account programs and integrates multiple custodial platforms while supporting advisory relationships on both discretionary and non-discretionary bases.

Francis Dispigna is a financial advisor with Principal Financial Services, holding a Series 63 license and over 40 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. Outside of his advisory role, he is involved in managing several property-related ventures with family members. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.