Daniel Short is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the finance committee of Grace Smith House and acts as power of attorney for his mother in New Hamburg, NY. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a range of investment strategies and utilizes both in-house and external portfolio management resources.

Zachary Herring is a CFP® and ChFC® with 16 years of experience in the financial services industry. He currently serves as an advisor at Arax Advisory Partners and has previous experience with Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities America Inc., UA Wealth, M&T Securities, Inc., and Morgan Stanley. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses, offering portfolio management, financial planning, retirement consulting, and private fund advisory through a multi-team platform with over 200 advisors.

Jeffrey Polanco is a financial advisor at Fortis Capital Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual in various capacities from 2013 to 2021. Polanco is also involved in fixed insurance sales as a secondary business activity. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio management and financial planning, employing a range of investment strategies including passive, active, tactical, and ESG-aware approaches.

Ryan Peek is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a partial owner in a thoroughbred stable. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

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 Wells Fargo Clearing. Outside of his advisory role, he serves as an advisory board member for the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, using a combination of in-house teams, independent managers, and alternative investments.

Michael Kirtio is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both in-house and external portfolio managers with a blend of traditional and alternative investments.

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 with Guardian Life and Park Avenue Securities, where he has held roles since 1999. Outside of his advisory practice, Sciabica teaches the LBS Fundamental curriculum to Guardian financial representatives and coordinates volunteer activities for the Regis High School alumni association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies through proprietary programs and third-party platforms, combining financial planning, consulting, and access to various investment solutions.

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 34 years of industry experience. His prior roles include positions at Infinex Investments, Rhinebeck Bank, LPL Financial, Sterling National Bank, Citigroup, CCO Investment Services, M&T Securities, and HSBC Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a 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 with a hybrid adviser/broker-dealer model.

Dennis Arnold is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of his advisory role, he manages rental property holdings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital program using ETF-based portfolios and a managed account program, while operating as both a broker-dealer and insurance agency.

Nicolas Dufresne is a financial advisor at HSBC Securities (USA) Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley. Outside of his advisory role, he is the owner of a real estate condo property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions supported by a multi-profile asset allocation and fund due diligence process.

Maria Sciuto is a CFP® professional with over 13 years of experience in the financial industry, currently affiliated with Concurrent Investment Advisors, LLC. Her prior roles include positions at Spire Wealth Management and Forte Capital LLC. Outside of finance, she works as a group exercise instructor at Gold's Gym. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by integrated operational tools and affiliated sub-advisory arrangements.

David Mosenson is a Series 63-licensed financial advisor with 32 years of industry experience. He is currently with Ameritas Advisory Services, LLC, having joined in 2025, and previously worked at Hornor Townsend & Kent Inc., Penn Mutual Life Insurance, and Principal Life Insurance Co. He is also involved as an owner in life settlement businesses and is a partner in a multisport facility called Skate Safe. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Philip Salo is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services.

Scott Hertzog is a financial advisor at Oppenheimer with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer, he worked at Ameriprise Financial Services and was involved with Tuthilltown Spirits LLC for four years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Brenda Heitmuller is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. She has worked with Key Investment Services since 2016 and has been associated with KeyBank since 2016 as well. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and integrates services with KeyCorp affiliates, offering various wrap-fee programs alongside custodial, trade execution, and ancillary insurance products.

Ray Gonzalez is a financial advisor with Citizens Securities, Inc. based in Poughkeepsie, NY. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. His prior experience includes roles at Eagle Strategies, Kingsguard Capital LLC, New York Life Insurance Company, and HSBC. He is also involved in insurance brokering and operates under the DBA Kingsguard Capital LLC for brokering non-registered insurance products. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms alongside managed accounts, and operates as both a broker-dealer and insurance agency.

Jonathan Alviar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and various organizations in educational and recreation settings. He is the owner of Insightful LLC, a consulting business focused on data organization using tools like Microsoft's Power BI, though it has not yet engaged in business activities. 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 that blends passive and active management with quantitative, momentum, and fundamental analysis.

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.