Jonathan Schoenberg is a CFP®-credentialed financial advisor with over 21 years of experience, currently affiliated with Eagle Strategies (NY Life). He has worked with multiple firms including The RSI Group, Lenert Financial Group, and IPB Financial. Schoenberg holds roles in several affiliated entities related to insurance and investment services. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Bedross is a financial advisor with Private Advisor Group, LLC, holding a Series 65 license and two years of industry experience. His prior roles include positions at Riverstrong Capital and self-employment, with earlier experience in education and healthcare sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Seth Rivers is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, Northwestern Mutual Wealth Management Company, Murphy Wealth Management Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Timothy Braunfeld is a financial advisor with Empower Advisory Group in Beacon, NY, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Rhinebeck Bank, The Bank of Greene County, and Firstbank. Earlier in his career, he operated a music gear business called Chris's Music Exchange DBA Gravity Music Gear. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning service and operates at a large scale with a high client-to-advisor ratio.

Kevin Mulqueen is a financial advisor with Eagle Strategies (NY Life) holding the CFP® and ChFC® designations and has 43 years of industry experience. He has been with Eagle Strategies and its affiliated entities since 2009 and has a career spanning back to 1979 with New York Life. Outside of his advisory role, Mulqueen serves as a pastor in the New York Annual Conference of the United Methodist Church, leads worship services, and is a member of the Town of Wallkill Zoning Board of Appeals. He also serves on the board of Finseca-NY, a professional association for financial advisors. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and institutional clients. The firm provides a range of advisory services with an emphasis on tailored solutions, managing most assets on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Shlomo Schmalz is a financial advisor with Primerica Advisors in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Primerica Advisors since 2015 and is also affiliated with Safrin Associates. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment programs and platforms, managing approximately $15 billion in regulatory assets under management.

Michael Turi is a CFP® professional with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Unum and other financial firms, with continuous involvement in the Wealth Enhancement Group since 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Daniel Kim is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Citigroup since 2017 and previously at J.P. Morgan Securities from 2012 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight processes, combining large institutional scale with specialized market roles.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

Gerard Morra is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 24 years of industry experience, including 11 years with Eagle Strategies, NYlife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, delivering tailored advice primarily through non-discretionary management and a variety of program types.

Jhuriko Then is a financial advisor at Key Investment Services LLC with 13 years of industry experience. They hold Series 63 and Series 66 designations and have worked at KeyBank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction and model selection, providing recommendations and oversight while intermediating access to third-party discretionary managers.

Kenneth Ford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Private Advisor Group since 2011 and has worked with LPL Financial since 2003. Ford operates under multiple business names connected to LPL Financial and Private Advisor Group. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and institutional clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of strategies and supporting held-away account management through technology partnerships.

Andrea Brown is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining Voya in 2018, she worked at Bank of America and Merrill from 2011 to 2018. In addition to her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based advice through various platform structures and maintains both SEC-registered investment adviser and broker-dealer registrations.

Brian Engelhardt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 designation and seven years of industry experience. He has been associated with various entities under Bankers Life since 2010, including Bankers Life & Casualty where he works as an insurance agent offering Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to manage client portfolios.

Joseph Steffy III is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1992. Outside of his advisory work, he serves as president of DAY REALTY CORP., a real estate investment company. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with various investment vehicles to meet client objectives and acts as a qualified custodian for client assets.

Stephanie Manitaras is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and previously worked at 10-15 Associates, Inc. from 2010 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, 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 research targeting factor premiums such as value and momentum.

Zachary Ruttenberg is a financial advisor with Eagle Strategies (NY Life) based in Newburgh, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked with firms including Ruttenberg Capital Group, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Ruttenberg serves as a board member of the Newburgh Jewish Community Center and is involved in a jewelry and diamond sales business. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis and an integrated structure linked to New York Life.

Aman Goel is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials, with 11 years of industry experience. He has operated Goel Financial since 2018 and has been affiliated with New York Life and its related entities since 2013. Outside of advisory work, he serves as president of a local networking chapter, BNI Gateway, and leads Goel Management Group, which supports staffing and event management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with a focus on non-discretionary management and fiduciary responsibilities within the New York Life affiliate structure.

Declan Costello is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has prior experience at Goldman Sachs, Empire Wealth Strategies, and Northwestern Mutual. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through proprietary software and model asset allocations developed in partnership with Morningstar Investment Management.

Richard Ernst is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 1983 and joined Eagle Strategies in 2021. Richard is also a CFP class instructor and a notary public. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.