Kevin Filosa is an associate advisor at Kestra Advisory with 37 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 10 years before joining Kestra in 2024. Outside of financial advising, he is involved in the sale of timber through a lumber company in Brooklyn. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and uses multiple management platforms to serve a diverse client base, including large institutional investors.

Pascal Lanotte is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and Full Spectrum Financial Solutions. He previously worked for Securities America Advisors, Inc. for over two decades. Lanotte also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions to their clients.

Lawrence Keller is a CFP® and ChFC® with 34 years of industry experience. He is currently associated with Park Avenue Securities and Guardian Life Insurance Company of America, where he has held roles since 2003 and 2004 respectively. Outside of his advisory work, he engages in professional public speaking on insurance topics and maintains an outside business in disability, life, and medical insurance. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Paul Kim is a CFA® charterholder with 14 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at National Planning Corporation from 2011 to 2017. Kim is also involved with Paris International Corp, where he has been active since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion to construct portfolios using various securities and insurance products.

Gina Martinez is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. Prior to joining Hightower in 2020, she worked with United Asset Strategies, Eagle Strategies, New York Life Insurance Company, and NYLife Securities. Outside of her advisory role, she serves as a spin instructor at Gold’s Gym. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment strategies and operational features tailored to complex portfolios.

Robert Gallo is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various institutional clients. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Bruce Somer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 32 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 municipal clients, offering brokerage services, financial planning, and advisory programs.

Howard Mascoe Jr. is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at National Life Group, Equitable Advisors, LLC, and Primerica Advisors, among others. Outside of his advisory work, he has been a sales associate at Venus Et Fleur. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and third-party asset managers, blending long-term strategies with options for shorter-term trading, and offers both discretionary and non-discretionary management approaches.

Marc Scharf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Advisory Services Network, LLC before joining Private Advisor Group in 2018. Outside of his advisory role, Mr. Scharf consults on revenue streams for investment advisory and captive insurance services and is involved in business development consulting for Independent Captive Associates. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing a variety of investment strategies and extensive industry affiliations.

Kyle Codey is a financial advisor at Oppenheimer with seven years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior roles include positions at Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to each program and advisor and manages approximately $36.7 billion in assets as of year-end 2025.

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis.

Jeffrey Damasco is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a silent investor in a startup business called Dynamics Tournaments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with distinctive market roles and commercial arrangements.

Boaz Pierre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is an independent contractor appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Venetos is a financial advisor at Rockefeller Financial LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes significant tenures at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, where he worked for 15 and 17 years respectively. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating with a unique combination of advisory and broker-dealer capabilities supported by an integrated investment platform.

Christopher Ferrara is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 designations and 26 years of industry experience. He has worked with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Outside of his advisory role, he serves as president of Bradford Solutions, Inc., a company involved in financial and tax reporting, and acts as a commissioned salesperson for Bartow Insurance Agency. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Joseph Notarfrancesco is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates several real estate entities in Massapequa, New York. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment vehicles to construct client solutions.

Lawrence Wilkes is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Oppenheimer since 2012. Wilkes serves as a trustee of the Board of Trustees of Temple Shalom and also manages his own revocable trust as well as his wife’s irrevocable insurance trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Tracey Marz is a financial advisor at GWN Securities Inc. with 10 years of industry experience. She holds a Series 63 designation and has worked at GWN Securities since 2016. Outside of her advisory role, she serves as vice president and bookkeeper for a tile construction company founded by her husband. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and manages approximately $3.65 billion across more than 37,000 client accounts.

Kyle Sanger is a financial advisor with Equity Services, Inc., holding a Series 66 designation and two years of industry experience. He has worked at firms including National Life Group and Equitable Advisors. Outside of finance, he maintains involvement with Solar Dad and Sons, a business he has been connected to for over ten years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.

Michael Liguori is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 66 designation and bringing 29 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. for 10 years and joined Principal in 2023. In addition to his advisory role, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. 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 solutions under distinct advisory and promoter arrangements.