Jeffrey Soares is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and bringing 25 years of industry experience. He has worked with Union Financial, Inc. since 2021 and has been with Principal Securities since 2014. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. 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.

Tammi Lauder is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private Securities LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Enrico Indelicato III is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is involved with Cifico, a web-based software that converts financial spreadsheets into simple moving animations. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Paul Romanello is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for five years before joining Oppenheimer in 2021. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Charles Scarallo is a CFP® with Wealthspire Advisors in Melville, NY, where he has worked since 2016. He has five years of industry experience. Outside of his advisory role, he manages CKAS Equipment LLC, a heavy equipment acquisition business involved in a cooperative rental platform. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, employing an institutional-style asset allocation framework with diverse investment vehicles and ongoing client monitoring.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance. He has also been involved in local government and university environments, having worked with the Town of Hempstead and Adelphi University. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has extensive experience with related entities, including MirQuest Financial, LLC and Ameritas Life Insurance. Outside of his advisory role, he serves as president of MirQuest Financial, LLC and executive director of MirQuest Insurance Services, LLC, where he is involved in agent recruitment, training, and business planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of portfolio management strategies and investment products across multiple platforms, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Connor De Graff is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott intermittently since 2021. He also has experience at Temple University and briefly at Fatfish. 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 through brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Anthony Amalfitano is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining VOYA in 2014, he has been self-employed as a tax preparer since 1985. Additionally, he is active as an independent insurance agent specializing in fixed insurance sales and life insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary investment management through a large network of representatives and utilizes a combination of in-house and external strategies supported by technology-enabled tools.

Craig Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank for over a decade prior to joining Janney Montgomery Scott. 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, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Daniel Wendt is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Voya, he worked at Oakfield-Alabama and held positions in education, nutrition, and government security. Outside of his advisory role, he serves as a men's assistant ice hockey coach at SUNY Erie Community College. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a combination of in-house and third-party strategies through both advisory and broker-dealer channels, with a focus on client-directed investment decisions supported by technology-enabled tools.

Elaine Potash is a financial advisor with Private Advisor Group, LLC, holding CFP® and ChFC® designations and over 34 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Founders Financial Securities, Transamerica Financial Advisors, and Equitable Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive portfolio management and financial planning services, offering proprietary and third-party investment solutions through a fiduciary-based advisory model.

Joel Greenberg is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Guardian Life and its related entities since 2009 and also operates B & B Financial Services since 2000. In addition to his advisory work, he sells non-Guardian Health and Term Insurance to clients. Guardian Life's Park Avenue Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Evan Tepper is a financial advisor at Guardian Life with 23 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he sells fixed annuities independently. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Katherine Agrillo is a financial advisor at Carson Wealth with ChFC® and Series 63 credentials. She has over 28 years of industry experience, including prior roles at The Pinnacle Financial Group and LPL Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Mark Raffa is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. His prior work includes long tenures at Metlife Securities Inc. and MassMutual Investors Services. In addition to his advisory role, he serves as a defensive driver instructor with the Empire Safety Council and advises on college funding seminars. 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 offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Maria Ocampo is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Premier Asset Solutions Inc., Nylife Securities, LLC, and New York Life Insurance Company. Ocampo operates Ocampo Financial Strategies, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Lo Sardo is a financial advisor with Kestra Advisory holding a Series 66 designation. He has prior experience at LoSardo Solutions, LLC and Septodont before joining Kestra Advisor Services, LLC and Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved with Marios Pizzeria and Farmingdale State College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.