Joseph Brida is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including long-term roles at Wealth Conservation Group, Inc. and Nylife Securities Inc. Brida has an ownership interest in a racehorse entity, J & B Stables, though he is not actively involved in its management. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs within an integrated New York Life affiliate structure.

John Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at WealthShield Partners, Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. 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 through a large advisor network and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Lawrence Papola Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. His professional background includes roles at OSAIC, ThinkEquity Insurance Services LLC, and U.S. Captive Partners & Associates, Inc. He is also involved in providing insurance services related to life, health, annuities, and long-term care products beyond standard offerings. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while enabling advisors to construct customized client portfolios with access to discretionary model portfolios and various program structures.

Thomas Kellerman is a financial advisor at Integrity Alliance, LLC with credentials including Series 63 and Series 65 and two years of industry experience. He has worked at several firms including Eghrari Law Firm and Stark & Stark, P.C., and he practices as an estate planning attorney developing trusts and medical directives. Kellerman is also involved in a wealth training business focused on estate client wealth review and advising. Integrity Alliance serves a diverse client base including individuals, corporations, and qualified retirement plans through a network of over 300 independent advisers. The firm offers portfolio management, financial planning, and access to various investment platforms, employing strategic, tactical, and adaptive allocation approaches.

James Toner is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Janney Montgomery Scott since 2015. Toner serves on the financial committee of the West Babylon Alumni Association, where he contributes to scholarship funding decisions. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Anthony Larocca is a financial advisor with Money Concepts Capital Corp in Williston Park, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Money Concepts Capital Corp since 2014. Outside of his advisory role, Larocca is president of a company focused on sales and marketing of insurer-related products including health, disability, and long-term care insurance, and he also works as a business consultant during non-securities hours. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Glenn Rudy is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 10 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, using both proprietary and third-party strategies.

Charlie Yeung is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is associated with The Bohea Associates Ltd., a food importing and wholesale business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of internal oversight and external partnerships, supporting a wide range of discretionary and non-discretionary investment solutions.

Sara Ashmawy is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding a Series 66 designation and 11 years of industry experience. She is associated with Pinnacle Strategies, Inc. and brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis through an integrated New York Life affiliate structure.

Andres Fernandez Salvador is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at Kings Point Capital Management LLC and Charles Schwab. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Kenneth Lynn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Michael Bongiorno is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at New York Life. His background also includes roles in education at Farmingdale State College and a high school for career and technical education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored to client needs.

Theodore Marohn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Janney Montgomery Scott since 1984. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Brian Mirman is a Series 66-registered financial advisor at Corient with two years of industry experience. Prior to joining Corient in 2025, he worked at Northwestern Mutual Investment Services LLC, James Pruitt, Prudential, and ThinkEquity LLC. Outside of financial services, he has experience mentoring through the Kelley to Kelley Mentoring Program and has worked in the food service industry. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Ankur Manchanda is a CFP® professional with 22 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with both Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Manchanda is also involved in insurance sales and financial services through his roles in Ankur Manchanda, LLC and Q6 Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing discretionary and non-discretionary assets for a broad client base.

Cooper Czajka is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Quest Capital & Risk Management Inc. and First Class Valet, as well as having a seven-year tenure at McDonald's. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jeremy Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with TIAA and TIAA-CREF since 1997 in Melville, NY. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolio options and acts as adviser to a donor-advised fund.

Belinda Tsui is a CFP® with 20 years of industry experience. She is currently with Savant Wealth Management and previously worked at Heller Wealth Management, Hillcrest Wealth Advisors, and Eisner Retirement Solutions. Savant Wealth Management provides comprehensive wealth management and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its extensive scale and integrated legal, accounting, and trust services.

Daniel Auriemma is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000 and has over three decades of work history with Nassau BOCES and B.D.C.E.S. Nassau Tech. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team that operates both strategic and adaptive investment strategies.

Katarina Obermaier is a Series 65-licensed financial advisor at Wealthspire Advisors with two years of industry experience. She previously worked at Long Point Capital and has academic experience from Colgate University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm utilizes an institutional-style asset allocation approach with diversified investment vehicles and offers services including wealth management, financial planning, and retirement-plan consulting.