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.

Michael Goldsmith is a CFP® with 36 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial. In addition to his advisory work, he is involved in seasonal tax preparation through Investax, Inc. and provides fixed life and health insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

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 65 and Series 63 designations and has worked at Citigroup since 2019, following a four-year tenure at Bank of America and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chelsea Financial Services, Cetera Advisor Networks, and Morgan Stanley. Outside of his advisory roles, he is involved with Mkny Business Solutions, Inc., a business venture he has been associated with for nine years. Equity Services, Inc., operating 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 employs a range of advisory platforms using both long-term investment strategies and options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

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 with Voya Financial Advisors, Inc. He has previously worked at Decisional Wealth Advisors LLC, Pinnacle Investments, LLC, Passive Capital Management, LLC, Community Bank, N.A., and Dermody Burke & Brown, CPAs. Outside of advising, he is co-founder of a tax preparation business and also works as an independent insurance agent specializing in life and health products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to manage client portfolios with a focus on both discretionary and non-discretionary arrangements.

Michael Arabio is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes over a decade at Morgan Stanley and its affiliates between 2002 and 2011. Outside of his advisory role, he participates in a marketing affiliate activity connected to Amazon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Steven Paoletti is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for the Trust for Mother. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory while offering both brokerage and advisory solutions.

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.

Bryan Trugman is a CFP® with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc., and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad client base including individuals, institutions, pension funds, and charitable organizations. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies.

James Copeland is a financial advisor at Merrill with Series 63 and Series 65 licenses and 32 years of industry experience. His previous roles include positions at UBS Financial Services, J.P. Morgan Securities, Chase Investment Services, and Morgan Stanley. He is based in Melville, NY. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, utilizing internal CIO teams and third-party managers.

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.

Edward Goldfarb is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 39 years of industry experience. His prior experience includes a one-year tenure at Prudential Equity Group, LLC. He is based in Woodbury, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by extensive research and analytics.

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.