Jason Prew is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2016, and has over 23 years with Bankers Life & Casualty, Inc. In addition to his advisory role, he manages a team of agents focused on insurance sales, including Medicare Supplement, annuities, life insurance, and long-term care products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and provides ongoing portfolio management aligned with clients’ goals and risk tolerances.

Lawrence Harkavy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been associated with Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs including asset management, consulting, and retirement services, offering both discretionary and non-discretionary advisory options.

Alexander Zourides is a CFP® and ChFC® with 26 years of experience in financial services. He has worked at Equity Services, Inc. since 2017 and previously held roles at National Life and Ameritas Investment Corp. He also operates a tax preparation business serving individuals and small business owners. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Bryant Sheftick is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has been with Eagle Strategies since 2019 and has longstanding affiliations with NYLife Securities Inc., New York Life Insurance Co., and Paramount Financial dating back to 2004. Outside of his advisory role, he owns and operates Sheftick & Associates CPA, PLLC, a CPA firm specializing in tax preparation and planning. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, including work with defined contribution and defined benefit plans as well as charitable and corporate clients.

Craig Ferrantino is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has served in various roles including as president of Craig James Financial Services, LLC since 2018. Outside of his advisory work, Ferrantino is involved with several nonprofit financial education organizations and volunteers as an EMT-Advanced Life Support. United Planners Financial Services is a national wealth-management firm serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Theodore Agrillo III is a financial advisor with Carson Wealth, holding a Series 63 designation and 33 years of industry experience. His career includes roles at Cetera Wealth Services, Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and LPL Financial. He is also involved in managing Agrillo Financial Group and operates Multiplex Planning and Financial Strategies Group, which creates strategies for high net worth clients involving charitable and life insurance trusts. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a structured Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

John West is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been associated with Fahnestock & Co. Inc. within Oppenheimer since 2002. Outside of his advisory role, West serves as a board member and chair of the Stewardship committee at St. John’s Church in Huntington, NY, where he assists with investment matters. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Alex Canas is a financial advisor with Voya Financial Advisors, Inc. He holds the CFP® and ChFC® designations and has 36 years of industry experience. His career includes roles at Voya Financial Partners since 2014, Anthony Izzo & Associates since 2012, and Aetna Life & Casualty since 1989. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology tools to manage primarily non-discretionary client accounts while offering a broad range of investment products.

Devin Higgins is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at The Ayco Company LP since 2019. Prior to that, he was employed at the University at Albany and Vito A. Sindoni & Son Packing Company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.

Jose Sanchez is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at BNY Mellon Securities Corporation and TD Ameritrade before joining TIAA-CREF in 2015. 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, frequently serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that distinguishes between point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policies.

Thakoor Balkaran is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also operates Balkaran & Associates. Additionally, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products with a focus on client-centered investment policy statements and model allocations.

Lissette Almanzar is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Hightower Securities LLC since 2017. Outside of her advisory role, she volunteers as a financial coach with Women's Money Matters and maintains a fitness and lifestyle content page on TikTok. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, and alternative investments.

Rosario Lenzo III is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has been associated with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Lenzo is involved in insurance sales and investment advisory through his roles related to Empire Wealth Strategies and Lenzo Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, managing a multi-billion-dollar asset base through a combination of third-party asset managers and tailored client strategies.

Frank Booth Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2015 and previously worked at Valic Financial Advisors from 2009 to 2015. Outside of financial advising, he is also a licensed independent insurance agent and works as a real estate salesperson. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, nonprofits, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary management across a broad range of investment products.

Jeffrey Lang is a financial advisor with Citigroup Global Markets in Dix Hills, NY, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jeremy Kosh is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Oppenheimer since 2020 and previously at Ameriprise Financial Services from 2014 to 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Michael Lopes is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2019. Prior to that, Lopes spent eight years at Magis Group, Inc. 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 a range of brokerage, financial planning, and advisory services.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked at multiple Ameritas entities since 2018 and has managed Freed Management Group Inc. since 1994, where he is involved in insurance sales and office administration. Freed also serves as a limited partner-consultant for ABHC Property Group LLC, focusing on commercial real estate management. 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 offers a broad array of asset management and financial planning services across multiple program platforms, leveraging both proprietary and third-party models and investment options.

Dennis Martin is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to advisory work, he is active as a life and health insurance agent and occasionally sells fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a range of managed-account programs and model portfolios, with a notable history of market-timing and momentum-based strategies.

Kevin Conroy is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Conroy is also an independent insurance agent specializing in MetLife Auto and Home property and casualty personal lines. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a combination of discretionary portfolio management and model-based allocations, incorporating both affiliated and unaffiliated sub-advisers, and utilizes market-timing and momentum-based strategies in select legacy programs.