Diane Matelsky Lieberman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and SSN Advisory, Inc. She is involved in life insurance and annuities sales through a separate business she owns. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans nationwide through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Antonio Piccolino is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 credentials and over 34 years of industry experience. His work history includes roles at Infinex Investments, Inc., Rhinebeck Bank, LPL Financial, Sterling National Bank, Citigroup, and Cco Investment Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary asset management and its dual broker-dealer/adviser status, which supports a variety of investment approaches and lending solutions.

Stanley Sarli is a financial advisor at Steward Partners Investment Advisory, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Raymond James Financial Services, Inc. Sarli serves as a trustee for St. Augustine Church in Highland, NY, advising on church activities. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Nicolas Dufresne is a financial advisor at HSBC Securities (USA) Inc. with 32 years of industry experience. He previously worked at Merrill and Morgan Stanley, including Morgan Stanley Private Bank, N.A. Outside of his advisory role, he owns a real estate condo used occasionally for personal purposes. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charities, and corporations, offering both client-directed and fully discretionary solutions. The firm employs a strategic and tactical asset allocation process supported by affiliated global asset management and fund due diligence teams.

Jonathan Alviar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Equitable Advisors. He is the owner of Insightful LLC, a consulting venture focused on data organization using tools like Microsoft Power BI, though the company has not yet engaged in business activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Michael De Matteo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. He has been with Wealth Enhancement Advisory Services and its predecessor, Wealth Enhancement Group, since 2020 and previously worked at 10-15 Associates from 2014 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Adam Seifts is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2020. Prior to and concurrently, he has been associated with 10-15 Associates and Purshe Kaplan Sterling since 2010. Outside of his advisory roles, he is a licensed agent for Jackson National Life Insurance of New York, recommending fixed annuities when suitable for clients. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active managers, overseen by an internal Investment Committee.

Gwendolyn Tibbals is a financial advisor with Eagle Strategies (NY Life) in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been associated with Eagle Strategies since 2003 and has operated The Invisible Hand Unplanned Financial Services since 2010. Outside of her advisory work, she serves as a district captain for Convention of States, is a member of the arbitration committee for the Order Sons of Italy in America, and sits on the founders board of a proposed charter school in Poughkeepsie. Eagle Strategies serves a diverse clientele including individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Bakker is a financial advisor with Commonwealth Financial Network and a managing partner of Flourish Wealth Advisors, where he has worked since 2018. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, trading, technology, compliance, and practice management support.

Thomas Stritt is a financial advisor with Key Investment Services LLC and holds a Series 66 credential. He has four years of industry experience, including prior roles at Morgan Stanley Smith Barney LLC and Hudson Valley Credit Union. Outside of his advisory work, he remains listed as a tutor at The Learning Center at Regina Coeli, where he has provided math instruction to middle and high school students. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selections supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

David Mazzetti is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise. His career includes roles at NewEdge Securities LLC and NewEdge Advisors, with a significant tenure at Ameriprise dating back to 2005. He is a member of the Empire State College Foundation Board. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement, focusing on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm delivers advisory, brokerage, and insurance solutions through a centralized team that combines research, modeling, and algorithmic tools to generate personalized recommendations.

Robert Blenkle is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Marshall & Sterling Wealth Advisors, LPL Financial, and AXA Advisors. Outside of his advisory role, he is salaried by 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party management with technology tools and centralized due diligence.

Karen Detorres is a CFP® and ChFC® with 26 years of experience in the financial services industry. She has been with Private Advisor Group, LLC since 2016 and also maintains an affiliation with LPL Financial. Outside of her advisory work, she is involved in family business management and operates a marina partnership. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Maximus Di Sesa is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with NewEdge Advisors. His prior roles include positions at Ameriprise and Edward Jones. He serves on the board of directors for the Council on Addiction Prevention and Education. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering a broad range of portfolio management and consulting services supported by technology and centralized due diligence.

Robert Fallone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards, catering to diverse client segments including high-net-worth and ultra-high-net-worth individuals.

William Dwyer III is a financial advisor with Commonwealth Financial Network and Flourish Wealth Advisors, LLC, where he serves as managing partner and 50% owner. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Laurie Schiavone is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 33 years of industry experience. She has been with Commonwealth since 2000 and also owns Brent Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jason Netrosio is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, CUNA Brokerage Services, Inc., and CUNA Mutual Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Michelle Haass is a financial advisor at Equity Services, Inc. with 23 years of industry experience. She holds the Series 63 designation and has been with Equity Services since 2015. In addition to her advisory role, she is an agent for several insurance companies under the name Thoroughbred Advisors and is involved in a side business specializing in bookkeeping and the sales of awards and trophies. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

John Mc Loughlin is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Santander Securities, LLC, Santander Bank, NA, Woodbury Financial Services Inc., and Ferreira Construction. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model.