Eric Bernstein is an advisor with Wealthspire Advisors in Melville, NY, holding five years of industry experience. He has been with Wealthspire Advisors since 2015. Bernstein also serves as a designee and director of alternative investments at GMAG Management LP, overseeing operational and investor relation functions for private funds. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering a range of wealth management and financial planning services.

Janet Mccabe is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at TIAA-CREF since 2013, with prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Additionally, she serves as a New York notary. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated group.

Teofilo Rojas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at Capital One Investing, LLC. 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 comprehensive manager oversight and operates with institutional scale and specialized market roles.

Jonathan Shenkman is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for 10 years. Shenkman is principal and president of Shenkman Wealth Management and Parkbridge Wealth Management, both insurance-related firms. He also contributes occasional financial planning articles to Forbes.com. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Martin Negron III is a financial advisor with Wealth Enhancement Advisory Services, LLC in Deer Park, NY. He holds a Series 66 designation and has six years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and employs a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.

Daniel Kresh is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Royal Alliance from 2013 to 2020 and has operated Creative Wealth Management LLC since 2012. Outside of finance, he is a USPTA Certified Tennis Professional and teaches tennis. Commonwealth Financial Network supports a national network of advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and emphasizes discretionary portfolio management and customized investment solutions.

Carolina Llano Gonzalez is a CFP® professional at Wealthspire Advisors with two years of industry experience. She previously worked for seven years at Finemark National Bank & Trust before joining Wealthspire Advisors in 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Ronald Housley is a ChFC® credentialed financial advisor with 31 years of industry experience. He has been affiliated with Equity Services, Inc. and National Life since 2006. In addition to his advisory role, he operates Housley Financial Services, offering insurance products including life, disability, health, long-term care, and property and casualty coverage. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms and third-party asset managers to deliver predominantly long-term investment strategies with options for discretionary and non-discretionary management.

Lawrence Sprung is a CFP® professional with seven years of industry experience, currently advising at Carson Wealth. He has previously worked at Mitlin Financial, Inc. and Quick & Reilly, Inc. Outside of his advisory work, he serves on the boards of the American Foundation for Suicide Prevention and Forbes Advisor Banking, contributes quarterly articles to Investopedia, and chairs the Keith Milano Memorial Fund focused on suicide prevention and mental health. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to guide portfolio construction and monitoring while providing tailored investment solutions and integrating custodial and technology platforms for comprehensive client service.

Andrew Marcus is a financial advisor at VOYA Financial Advisors, Inc. with 28 years of industry experience. He holds a Series 66 designation and has been with Voya since 2003, including his current role since 2014. Outside of advisory services, he operates as an independent insurance agent and serves as president of his own firm, Andrew U. Marcus, LLC. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, and charitable organizations. The firm structures client relationships around investment policy statements and combines in-house and external strategies along with technology-enabled tools to implement recommendations, managing many accounts on a non-discretionary basis.

Mark Zigman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. In addition to his advisory role, he serves as a Retirement Benefits Specialist with Rampart Benefit Planning, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ronald Stern is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked extensively with Guardian Life and its affiliates since 1992. Outside of his primary roles, he is involved with Ronald Stern & Associates, Ltd., and Crossways Park Group LLC, which focus on insurance products and group benefits. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products, alternative investments, and integrated lending options.

Soterios Theori is a financial advisor at Eagle Strategies (NY Life) with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with Eagle Strategies since 2010. Prior to and concurrently, he has been associated with Nylife Securities Inc and New York Life Insurance Co since 2004. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Ho is a Series 66-registered financial advisor with 11 years of industry experience. He currently works at Citigroup Global Markets and previously spent 10 years at Morgan Stanley Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Heather Ginty is a financial advisor with Janney Montgomery Scott in Melville, NY, holding Series 63 and Series 66 licenses and having 30 years of industry experience. She has been with Janney Montgomery Scott for 15 years since 2011. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable and municipal organizations, offering brokerage, financial planning, consulting, and advisory programs.

Andrew Stevens is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes significant tenure at Credit Suisse Securities (USA) LLC and roles at Academy Consulting and Cortex Advisors prior to joining Eagle Strategies in 2026. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates within an integrated New York Life affiliate structure and emphasizes tailored recommendations primarily through non-discretionary advisory relationships.

John Limongelli is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations, and has 33 years of industry experience. He has been with Guardian Life and affiliated firms since 1991. Outside of his advisory role, he participates in a professional advisory council focused on business exit, estate, and tax planning. 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 a combination of advisor-led discretionary management and model-based strategies, integrating proprietary programs, third-party platforms, and insurance products through its connection with Guardian Life.

Liam Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential. He has one year of industry experience and previously worked at Essentia Water and BAS Planning Corp. He also spent five years teaching at Farmingdale State College. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other services to individuals, institutions, nonprofits, and foundations, using an institutional-style asset allocation framework and a range of investment vehicles.

Edward Kelly is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 66 designations. He has 36 years of industry experience, including 16 years with Eagle Strategies and 25 years with New York Life Insurance. Outside of his advisory role, he is involved in brokering insurance products and property and casualty sales. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Robert Iannaccone is a financial advisor with Kestra Advisory, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Kestra Advisory and Kestra Investment Services, LLC, he was affiliated with Coastline Wealth Management. Outside of his advisory role, he has served in educational positions at Bentley University and the Eastport South Manor School District. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports complex products and discretionary trading through multiple management platforms.