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.

Gaetano Carillo is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of portfolio implementation options including low-cost ETFs, separate account managers, and private funds.

Jonathan Moulton is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. In addition to his advisory role, he is president and secretary of GNM Holding, Inc., a corporation he inherited. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs a mix of strategic and tactical asset allocation across various investment strategies and supports both discretionary and non-discretionary advisory relationships.

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.

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.

Jacqueline Dufresne is a financial advisor at Rockefeller Financial LLC with 24 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 ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

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.

Celia Valez is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at JPMorgan Securities LLC and StateFarm. Valez is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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 since 2007. Based in New Paltz, NY, he has a long tenure at the firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives documented in investment policy statements.

Jonathan Schoenberg is a CFP® with 20 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2008 and has held roles at IPB Financial, Lenert Financial Group, and The RSI Group, LLC. He is a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

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.

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.

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.

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.

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.

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.

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.

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.

Bret Contreras is a financial advisor with Transamerica Retirement Advisors, LLC and holds the Series 66 designation. He has 21 years of industry experience, including previous roles at LORD, ABBOTT, AND CO. and Voya Financial Partners, LLC. Outside of his advisory work, he serves as a board member and coach for the Pine Bush Little League. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary tools and model portfolios to provide both discretionary and non-discretionary guidance to a broad client base.