Steffan Hagendorf is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining Kestra in 2022. He is also involved with Hagendorf & Havell Wealth Management, providing financial and insurance services to individuals, businesses, and institutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

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 23 years of industry experience. He has worked at Voya since 2014 and has also been associated with 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. provides investment advisory, brokerage, financial planning, and retirement plan services to a wide range of clients, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs, and combines an advisory platform with an active broker-dealer distribution model.

David Greengold is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 32 years of industry experience. Prior to joining VOYA in 2014, he has been involved with Pension Actuarial Consultants, Inc. since 1987. Outside of his advisory role, he is a general partner in a real estate investment entity focused on rental property in the U.S. Virgin Islands. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a combination of advisor-led programs, third-party money manager accounts, and brokerage products, utilizing both discretionary and non-discretionary investment approaches.

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.

Steven Mense is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 31 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and Massachusetts Life Insurance Co. Outside of his advisory work, he owns and operates a real estate business under Judas Enterprises. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients through a variety of investment programs and financial planning solutions.

Lisa Keaton is a CFP® professional with 45 years of industry experience. She has been with Commonwealth Financial Network since 2004 and also operates Capital Financial Planning Inc., where she has been active since 1987. Keaton is licensed with Series 63 and Series 65 designations. 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, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in constructing client portfolios.

Jared Jones Crosby is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bank of America and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model or customized portfolios, applying a fiduciary standard to its advisory services.

James Congema is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining Kestra in 2022, he spent 11 years at Wells Fargo Advisors Financial Network LLC and served in the New York City Fire Department for 21 years. He operates a personal S corporation for accounting purposes related to his financial advising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including large institutional investors.

Lisa Stigliano is a financial advisor at Oppenheimer with one year of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Oppenheimer, she worked at Flories Finales and has experience in the culinary field with the Institute of Culinary Education and Hummel Hummel Bakeshop. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Jack Falzone Jr. is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at J.P. Morgan Securities LLC and National Life Group. Outside of his advisory role, he serves as a board member of the Kings Park Chamber of Commerce, participating in board meetings and community outreach planning. Equity Services, Inc., operating 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 combining long-term strategies with options for shorter-term trading and specialized instruments.

David Rivera Rivera is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Citigroup since 2021 and previously held positions at Merrill and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and implements a range of discretionary and non-discretionary investment strategies.

Anthony Ferreri is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for the Greater Sayville Chamber of Commerce, where he participates in local business advocacy and community activities. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Malcolm Douglas is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has served as CEO and president of Three Squares and a Star Management Group, LLC, which provides planning and administration services for group insurance products, and leads the Lower Hudson Valley Center for Empowerment, a nonprofit focused on mentoring children. Douglas also operates Malcolm Douglas and Associates, Inc., an insurance sales firm. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a broad network of advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy momentum-based approaches.