Guarionex Ortiz is a financial advisor at &PARTNERS with 30 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Merrill. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies through both discretionary and non-discretionary management, utilizing proprietary and third-party models and maintains roles as a registered investment adviser, broker-dealer, and municipal advisor.

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.

Patrick Lennon Jr. is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015, following prior roles at Kestra Investment Services and Equitable Advisors. Lennon is involved with Lennon Associates II, LLC, a business entity he manages for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary model, utilizing a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Matthew Costa is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Kevin Schunck is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior firms include LPL Financial and M&T Securities. Outside of his advisory work, he is a co-owner of Treats & Tiques NNY LLC, a seasonal ice cream shop. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed investment strategy selection supported by professional recommendations and ongoing oversight.

Hunter Fauci is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 credentials and five years of industry experience. His prior work includes roles at LPL Financial, LLC, Hudson Valley Credit Union, and Axa Advisors. Outside of advising, he occasionally serves as a notary for friends and family. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

James Brandemarte is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. He has been with Citizens Securities since 2009. He holds Series 65 and Series 66 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Jonathan Moulton is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. In addition to his advisory role, he is the president and secretary of GNM Holding, Inc., a corporation he inherited. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment approaches.

Daffodil Reid Alexander is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 license and seven years of industry experience. She has been with Bankers Life in various capacities since 2010 and is also involved in an online drop shipping business for bags operated with her husband. Additionally, she works as a real estate salesperson assisting buyers and sellers. 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 combination of fundamental and technical analysis in their investment approach.

Brian Tegnander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and four years of industry experience. He has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2020. Prior to that, he spent 20 years with 10-15 Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory 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, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jacqueline Dufresne is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds a Series 63 designation and previously worked at Janney Montgomery Scott and Commonwealth Financial Network. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model supported by the Rockefeller Global Investment Management platform, and operates as a registered broker-dealer offering a range of investment and placement services.

Thomas Stritt is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Hudson Valley Credit Union. Outside of finance, he remains listed as a per-diem tutor at The Learning Center at Regina Coeli, providing assistance in mathematics for middle- and high-school students. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including model portfolios and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring, with oversight through an internal product due diligence committee and connections to affiliated financial entities within the KeyCorp group.

Paul Nathe is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a variety of programs that include strategic and tactical asset allocation, manager selection, and consulting services on both discretionary and non-discretionary bases.

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 credential and three years of industry experience. He has previously worked at Riverstrong Capital and was self-employed prior to joining Private Advisor Group. Bedross also operates under the business names Warwick Valley Financial Advisors and K-12 Financial Advisors within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizes technology platforms, and provides access to a range of investment strategies through third-party managers and proprietary solutions.

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.