Brandon Zisa is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Rho, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves as a board member on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of in-house and third-party strategies, with a focus on client-approved, non-discretionary asset management supported by technology-enabled tools.

Thomas Palmeri is a financial advisor at Guardian Life with 40 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he volunteers as a kitchen manager at The INN @ St Francis soup kitchen in Patchogue, NY, and serves as president-elect of the Patchogue Rotary Club, where he also previously held the positions of sergeant of arms and secretary. He is the treasurer on the NAIFA New York State Executive Committee and Board. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based portfolio management, and a variety of proprietary and third-party advisory solutions, with access to insurance products and alternative investments.

Joseph Koehler is a financial advisor with Private Advisor Group, LLC and holds the CFP® certification. He has 33 years of industry experience, including over 20 years with LPL Financial. Koehler is also involved with a technology company, Reewire Holdings Pte Ltd, on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides both discretionary and non-discretionary services through its proprietary platforms and third-party managers.

Nicholas Miradoli is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial industry, he worked for seven years at Strathmore Vanderbilt Country Club and four years at Manhasset Secondary School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at Brokers International Financial Services and running Eghrari Wealth Training LLC. In addition to his advisory work, he is an attorney specializing in estate planning and is involved in recruiting and training attorneys to become investment advisor representatives. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning options, including discretionary and non-discretionary accounts, model portfolios, and third-party manager referrals.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.

Stephane Lasher is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with VOYA and its affiliates since 2005. Outside of his advisory role, Lasher serves as president of the Westhill Booster Club, overseeing decisions regarding financial assistance for school athletics programs. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm uses client-centered investment policy statements and a combination of in-house and external strategies, with a focus on mostly non-discretionary management and technology-enabled tools.

Michael Schmidt is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees for manager selection and monitoring.

Yuet Fu Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining Citigroup in 2021, Lee worked at firms including Cetera Investment Services, Cathay Bank, CommunityAmerica Financial Solutions, Raymond James Financial Services, the United Nations Federal Credit Union Advisors, and HSBC Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant functions, supported by extensive in-house research and oversight.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He has held roles at Ameritas Advisory Services and affiliated companies since 2008 and is involved in multiple ventures including serving as CEO of National Wealth Group, where he focuses on recruiting and training efforts nationally. Ameritas Advisory Services 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 utilizes a range of investment strategies and program platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

James Riley is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials. His career includes roles at firms such as Equitable Advisors LLC, Prudential Insurance Company of America, and Oppenheimer. 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 offers multiple advisory platforms and uses a combination of third-party asset managers and model portfolios with both long-term strategies and options for shorter-term trading.

Robert Mc Namara is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2026. His prior experience includes roles at S&P Global and Equitable Distributors, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through both discretionary and non-discretionary management, integrating proprietary programs and third-party platforms to deliver financial planning, consulting, and access to alternative investments.

Nicholas Petrucelli is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has previously worked with Northeast Financial Network and Eastshore Group. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Shawn Okula is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has been with Janney since 2018, following two years at Long Island Power Solutions. Outside of his advisory work, he is involved with HB&O Properties, LLC, managing real estate rental properties. Janney Montgomery Scott is a large, dually registered 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 offers a variety of brokerage, financial planning, and advisory services.

Isa Abdur Rahman is a financial advisor with Guardian Life and holds a Series 66 designation. Though new to the industry, he has prior experience at Guardian Life Insurance Company and Park Avenue Securities, and previously worked with Row New York Inc. and Port Rowing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored client relationships and a range of financial planning and consulting solutions.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Napatree Capital LLC, Fidelity, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and various specialized programs.

Steven Silber is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at LPL Financial for 17 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research and unique market roles, providing a broad range of advisory and execution services.

Victoria Zachary is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has worked with Voya since 2019. Zachary is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, supported by technology-enabled tools and a dual registration as an SEC-registered investment adviser and FINRA-member broker-dealer.

Stacy Pierre Louis is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 65 designations and with seven years of industry experience. She currently serves as SVP of Financial Strategies and has worked with Eagle Strategies and affiliated entities since 2018. Her prior work includes roles in media with News 12 and AMI. Additionally, she operates under the DBA SVP Financial Strategies to sell New York Life products and broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, serving a diverse range of clients including defined contribution and benefit plans, corporate, and charitable entities.