Jason Siegel is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and its affiliated entities for over 17 years. He is an advisory board member of the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Michael Kirtio is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Advisors and its related entities from 2009 to 2026. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans by combining internal portfolio management, third-party models, and tailored asset-allocation strategies.

Deborah Dulaney is a Series 65-licensed advisor with Fifth Third Wealth Advisors LLC, based in Cornwall, NY, and has two years of industry experience. She previously worked at BNY Mellon for 33 years. Dulaney serves as a trustee of the Hudson Highlands Nature Museum, participating in board and committee meetings for a nature-based education nonprofit. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources across affiliated entities.

John Hackney is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at A.G.P. / Alliance Global Partners and several healthcare companies. He also serves as a Field Agent for Knights of Columbus Insurance, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services that combine strategic and tactical approaches across a variety of portfolios and asset types.

Joseph Sciabica is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently associated with Guardian Life and Park Avenue Securities, where he has worked since 1999. In addition to his advisory role, he teaches the LBS Fundamental curriculum to financial representatives and coordinates volunteer and fundraising activities for Regis High School's alumni association. He is also a founding member of the Beacon Collaborative networking group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory services, utilizing model portfolios from in-house and third-party managers.

Christopher Tucciariello is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Eagle Strategies since 2012 and operates under the DBA T&B Wealth Strategies, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Antonio Piccolino is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Infinex Investments, Rhinebeck Bank, LPL Financial, Sterling National Bank, and Citigroup. OSAIC Institutions, Inc. serves individuals—including high-net-worth clients—ERISA 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, third-party asset manager referrals, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Sean Tierney is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and selectively integrates external managers and alternative exposures.

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.

David Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Ameritas in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance, among other firms. Outside of his advisory work, he is a partner in Skate Safe, a multisport facility, and is involved in life settlement brokerage activities through several related entities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.

Brenda Heitmuller is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Ayda Lupo is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at KeyBank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by financial professional recommendations and ongoing monitoring, with a structured due diligence process for third-party advisory products.

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.

Matthew Costa is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2004 and holds the Series 66 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with various investment vehicles, and acts as a qualified custodian for client assets.

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.

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.