Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ally Invest Securities LLC. Outside of her advisory role, she serves on the Board of Directors for the New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers using a technology platform by Envestnet and custody through Pershing.

Janet Lauricella is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Equity Services, Inc. and National Life since 2014. Lauricella is a board member of HALO Missions, a nonprofit organization focused on raising funds for health and learning initiatives for orphans. 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 through a network of investment adviser representatives, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Andrea Owen Boyd is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, LPL Financial, and AXA Advisors. Outside of her advisory role, Boyd is involved in community activities such as assisting with evangelism and event planning at Grace United Methodist Church and coordinating alumni activities for Morant Bay High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Jean Crossley is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 license and 36 years of industry experience since 1989, all with Lincoln Investment Planning, Inc. She serves as the 2024 Board President of the Crystal Beach Property Owners Association, a volunteer role involving community organization and oversight of local property interests. Lincoln Investment provides financial planning and retirement plan advice primarily to individuals, charitable organizations, businesses, and employer-sponsored plans, with a notable focus on educators and 403(b)/457(b) participants. The firm employs both strategic and tactical investment approaches through an in-house Investment Management & Research team and offers a range of discretionary and non-discretionary programs.

Paul Anderson is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Christopher Barron is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, operating at a large institutional scale with additional roles including swap dealing and futures commission merchant services.

Vincent Pecoraro is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. Prior to joining Wealthspire in 2023, he held roles at 1st Equity Title and Closing Service, H&J Medical Supplies, Hofstra University, Uncle Giuseppe's Marketplace, and Massapequa High School. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, high-net-worth clients, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Tyler Capitano is a CFP® with six years of industry experience currently advising at Focus Partners Wealth, LLC. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a comprehensive range of wealth management and financial services with a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside third-party managers.

Irene Kosik is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Oppenheimer since 2016. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored by program and advisor, including strategic and tactical asset allocation and manager selection.

Jason Lin is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. 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 significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Leonard Rappe is a financial advisor with Primerica Advisors and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a trustee for the Seymour M. Feinstein Trust, assisting in estate planning matters. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

James Scheidel Jr. is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Voya since 2014 and concurrently at Anthony Izzo & Associates since 2012. Outside of his advisory roles, he is an independent insurance agent involved in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse range of clients including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, wrap programs, and consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

David Greengold is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 33 years of industry experience. Prior to joining VOYA in 2014, he has been involved with Pension Actuarial Consultants, Inc. since 1987. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice through various program structures with a preference for non-discretionary, recommendation-based client relationships.

Joseph Falco III is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Ameriprise Financial Services. Outside of advisory work, he has been involved with Slyde Innovations LLC and Quick Ship Office, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

David Critelli is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at First Allied Advisory Services and National Life. Outside of advisory work, Critelli is the owner and president of a tax preparation and accounting firm and serves as treasurer for the Dix Hills Fire Department. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and retirement plans. The firm employs multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

John Coleman is a financial advisor with Equity Services, Inc. in Hauppauge, NY, holding a Series 63 designation and 32 years of industry experience. He has been associated with both National Life and Equity Services since 2011. Outside of his advisory work, he is involved with Legal Shield, providing group discounted legal protection services. Equity Services, Inc., operating as ESI Financial Advisors, delivers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes both third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Steven D'Andrea is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with affiliated Ameritas entities since 2014. In addition to his advisory role, he is involved with Dipaola Financial, where he sells life, disability, and annuity insurance products. 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.

Charles Massimo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and H. Beck, Inc., among others. Outside of his advisory work, he is the founder and board member of Autism Communities, a nonprofit organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Anthony Pizzariello is a financial advisor with Principal Financial Services based in Melville, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at T3 Trading Group and Axiom Markets. In addition to advisory work, 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, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.