Joseph Fusaro is a financial advisor at Oppenheimer with 13 years of industry experience. He has been with Oppenheimer since 2014 and previously worked at Merrill for one year. Outside of his advisory role, Mr. Fusaro owns and manages a construction contracting business and an investment property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jerry Mackey Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique roles in the market, including functions as a swap dealer and futures commission merchant.

Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. Janney Montgomery Scott 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, estates, and institutional clients, offering brokerage services, financial planning, and various advisory programs.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at Rosemark Advisors for four years and has experience outside the financial industry, including roles at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and advisory programs across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services and maintains custody of client assets while operating broker-dealer and advisory businesses.

Jason Reis is a financial advisor with Principal Financial Services and holds Series 63, 65, and 66 licenses. He has 15 years of industry experience, including 14 years at Long Island Financial Group Inc. Outside of his advisory role, he owns an accounting business providing tax preparation and bookkeeping services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.

Syed Rizvi is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Equity Services since 2012 and also maintains a role at National Life. Outside of his advisory work, Rizvi serves as president of Yafatimazahra, Inc., where he manages educational lectures on the history of religions, different cultures, and races. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

John Falco is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with Equity Services since 2015. In addition to his advisory role, he owns and operates an insurance brokerage focused on life, health, disability, and long-term care insurance sales. 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 offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Dylan Squeo is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets Inc., City National Rochdale, and Northwestern Mutual Wealth Management Company. His current role began in 2026 with TIAA-CREF. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolios and customized portfolio management under a fiduciary standard.

Veronica Magnotta is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she has worked as a substitute teacher providing classroom coverage and instructional support. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing Envestnet’s platform and third-party model managers.

Michael Borrelli is a Series 66-licensed financial advisor with Principal Financial Services, with 17 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2010. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Weinstein is a financial advisor at Oppenheimer with 33 years of industry experience, including 21 years at his current firm. He holds the Series 63 and Series 65 designations. Outside of his advisory work, he is the author and photographer of the book *Ten Times Chai: 180 Orthodox Synagogues of New York City*, and he also participates as an individual artist in art competitions and festivals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory programs and manages both discretionary and non-discretionary accounts, covering equity, balanced, and fixed-income portfolios with an emphasis on strategic asset allocation and manager selection.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Frank Bove is a financial advisor at Guardian Life with 26 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advisory work, he is a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Cody Tarver is a financial advisor with TD Private Client Wealth LLC in Melville, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked within various branches of TD Bank and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through a technology platform provided by Envestnet.

Dawn Terbush is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at New York Life Insurance Company and NYlife Securities LLC. Terbush serves as a board member of professional networking groups in Southern California and Melville, NY, and owns Terbush Management Services, Inc., which provides engineering project management services. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Laura Kellerman is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citicorp Investment Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Christopher Deo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also works with Anthony Izzo & Associates. Outside of his advisory work, he serves on the Alumni Board of Directors for Long Island University’s C W Post Campus. VOYA Financial Advisors serves a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs including wrap accounts and third-party money manager access, operating as both an SEC-registered investment adviser and broker-dealer.

Joanann Natola is a financial advisor with Commonwealth Financial Network and Element Financial Group, holding a Series 66 designation and over 30 years of industry experience. She has been with both firms since 2011. Outside of her advisory role, she is a managing partner and co-owner of Element Financial Group, LLC, and serves as a co-trustee of a non-family insurance trust. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs, including discretionary model portfolios and personalized indexing options, while providing operational, trading, compliance, and practice-management support to affiliated advisors.