Anthony Larocca is a financial advisor with Money Concepts Capital Corp in Williston Park, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Money Concepts Capital Corp since 2014. Outside of his advisory role, Larocca is president of a company focused on sales and marketing of insurer-related products including health, disability, and long-term care insurance, and he also works as a business consultant during non-securities hours. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Glenn Rudy is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 10 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, using both proprietary and third-party strategies.

Richard Colarossi is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 29 years of industry experience and has been with Commonwealth since 2013. He currently also works at Colarossi & Torre, Financial Advisory Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services.

Sara Ashmawy is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding a Series 66 designation and 11 years of industry experience. She is associated with Pinnacle Strategies, Inc. and brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis through an integrated New York Life affiliate structure.

Michael Bongiorno is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at New York Life. His background also includes roles in education at Farmingdale State College and a high school for career and technical education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored to client needs.

Theodore Marohn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Janney Montgomery Scott since 1984. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Brian Mirman is a Series 66-registered financial advisor at Corient with two years of industry experience. Prior to joining Corient in 2025, he worked at Northwestern Mutual Investment Services LLC, James Pruitt, Prudential, and ThinkEquity LLC. Outside of financial services, he has experience mentoring through the Kelley to Kelley Mentoring Program and has worked in the food service industry. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Ankur Manchanda is a CFP® professional with 22 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with both Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Manchanda is also involved in insurance sales and financial services through his roles in Ankur Manchanda, LLC and Q6 Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing discretionary and non-discretionary assets for a broad client base.

Cooper Czajka is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Quest Capital & Risk Management Inc. and First Class Valet, as well as having a seven-year tenure at McDonald's. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jeremy Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with TIAA and TIAA-CREF since 1997 in Melville, NY. 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 offers both point-in-time planning services and ongoing portfolio management, including customized portfolio options and acts as adviser to a donor-advised fund.

Belinda Tsui is a CFP® with 20 years of industry experience. She is currently with Savant Wealth Management and previously worked at Heller Wealth Management, Hillcrest Wealth Advisors, and Eisner Retirement Solutions. Savant Wealth Management provides comprehensive wealth management and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its extensive scale and integrated legal, accounting, and trust services.

Daniel Auriemma is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000 and has over three decades of work history with Nassau BOCES and B.D.C.E.S. Nassau Tech. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team that operates both strategic and adaptive investment strategies.

Katarina Obermaier is a Series 65-licensed financial advisor at Wealthspire Advisors with two years of industry experience. She previously worked at Long Point Capital and has academic experience from Colgate University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm utilizes an institutional-style asset allocation approach with diversified investment vehicles and offers services including wealth management, financial planning, and retirement-plan consulting.

Joseph Roccosalvo is a financial advisor at GWN Securities Inc. with 43 years of industry experience. He holds the Series 63 designation and has worked at GWN Securities since 2005, alongside prior roles at Securities America Advisors, Inc. and Securities America, Inc. since 1999. Outside of investment advisory, he is involved in long-term care insurance sales as an AFLAC agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Keith Macpherson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates under the DBA Wealth Conservation Group, Inc., where he brokers non-registered insurance products alongside offering New York Life products and services. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and maintains a predominantly non-discretionary asset management approach.

Patrick Wren is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, pension, nonprofit, and foundation clients, using an institutional-style asset allocation approach with a range of investment vehicles and centralized oversight.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.

Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Nicholas Lercara is a financial advisor at Lincoln Investment with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he has been involved with youth hockey organizations, including PAL Youth Ice Hockey and Long Island Whalers Youth Hockey. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Taylor Stathis is a CFP® professional with 2 years of industry experience, currently with Wealthspire Advisors where he has been employed since 2016. Outside of advisory work, he is the owner and manager of a real estate business called Hodor 1 LLC. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation approach and offers a range of wealth management and financial planning services tailored to client needs.