David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.

Stephane Lasher is a financial advisor with VOYA Financial Advisors, Inc. in Fayetteville, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with VOYA since 2014 and is also the owner of Lasher Financial and an independent insurance agent specializing in fixed insurance products. Additionally, he serves as president of the Westhill Booster Club, overseeing financial decisions for the school district’s athletics programs. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs alongside brokerage transactions and commission-based products.

Michael Schmidt is a Series 66-registered advisor with Citigroup Global Markets, based in Smithtown, NY, and has 10 years of industry experience. He has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Yuet Fu Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining Citigroup in 2021, Lee worked at firms including Cetera Investment Services, Cathay Bank, CommunityAmerica Financial Solutions, Raymond James Financial Services, the United Nations Federal Credit Union Advisors, and HSBC Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant functions, supported by extensive in-house research and oversight.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 25 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has held roles at National Wealth Group, FiftyFifty Wealth Management, and Ameritas-affiliated companies. Dipaola is also licensed as an independent insurance agent and is involved in marketing and recruiting activities through his roles at FiftyFifty Wealth Management and National Wealth Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.

James Riley is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Paulson Investment Company, LLC, Equitable Advisors LLC, and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in fixed insurance sales as an agent and broker. 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, often utilizing third-party asset managers and model portfolios with a focus on predominantly long-term strategies alongside options for shorter-term trading.

Robert Mc Namara is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked for one year. His prior roles include positions at S&P Global and Equitable Distributors, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients through brokerage services, financial planning, retirement plan consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and features proprietary digital advisory solutions alongside third-party model portfolios.

Nicholas Petrucelli is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Eastshore Group. Petrucelli also has a background in commercial real estate with ERG Commercial Real Estate and studied at Daemen College. Primerica Advisors serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and features.

Shawn Okula is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has been with Janney since 2018, following two years at Long Island Power Solutions. Outside of his advisory work, he is involved with HB&O Properties, LLC, managing real estate rental properties. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and offers a variety of brokerage, financial planning, and advisory services.

Isa Abdur Rahman is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds the Series 66 designation and has experience working with Guardian Life and Park Avenue Securities since 2025 and 2026, respectively. Prior to his financial services career, he was involved with Row New York Inc. and Port Rowing. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing proprietary and third-party model portfolios and digital advisory solutions.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Napatree Capital LLC, The Leaders Group Inc, Essex Financial Services, People's United Advisors, People's Securities, and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Steven Silber is a financial advisor with Citigroup Global Markets, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Citigroup in 2025, he worked at LPL Financial for 17 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and maintains a large institutional scale combined with market roles such as swap dealer and futures commission merchant.

Victoria Zachary is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and six years of industry experience. She has been with Voya Financial Advisors since 2019 and previously worked with Adrienne Cavallaro and East Hudson Oral & Maxillofacial Surgery. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party manager access, and brokerage and insurance products through a combination of model portfolios, affiliated strategies, and third-party strategists.

Stacy Pierre Louis is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 65 designations and with seven years of industry experience. She currently serves as SVP of Financial Strategies and has worked with Eagle Strategies and affiliated entities since 2018. Her prior work includes roles in media with News 12 and AMI. Additionally, she operates under the DBA SVP Financial Strategies to sell New York Life products and broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, serving a diverse range of clients including defined contribution and benefit plans, corporate, and charitable entities.

Valerie Giannotti is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with two years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including National Life Group, LPL Enterprise, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved as an insurance agent with Wealthbridge Financial. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Francesco Livoti is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked within New York Life Insurance Company and its affiliated firms since 2018. Outside of his advisory role, he is involved with the Huntington Chamber of Commerce Young Professionals Committee and serves as a board member of the Huntington Township Chamber of Commerce, supporting local business and community initiatives. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

Chase Nelson is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Fidelity, and T. Rowe Price. Outside of his advisory role, he is involved as a luxury concierge attendant for a third-party contracting service. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, applying a fiduciary standard to its registered investment adviser services.

Lawrence Heller is a CFP® professional at Savant Wealth Management with 11 years of industry experience. He previously led Total Management Group Inc dba Heller Wealth Management for 23 years. Outside of advisory services, he is the president and owner of L&B Agency, an insurance brokerage and life insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated entities providing accounting, legal, and trust services.

Leonard Cohen is a financial advisor with Primerica Advisors in Bellmore, NY, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2010 and is currently associated with Park Avenue Securities and Guardian Life Insurance Company. Cohen is also involved in providing disability insurance through Metro DI. Park Avenue Securities serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm employs diverse investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.