Jason Reis is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Long Island Financial Group Inc for 14 years. Outside of his advisory role, he owns an accounting business that provides tax preparation and bookkeeping services. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Daniel Jagiello is a Series 66-licensed financial advisor with seven years of industry experience, currently with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Royal Alliance, and Lighthouse Financial Network. Outside of his financial career, he coaches and instructs youth baseball. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Mark Zias is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Zias also engages in independent insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.

Lawrence Cohen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014 and also engages in selling insurance products through Ash Brokerage. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs including both proprietary and third-party models.

Anthony Mammano is a financial advisor at Guardian Life and holds a Series 66 designation. He has prior experience at Cbiz Marks Paneth and Mercy University. He has worked with Park Avenue Securities since 2026. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Qian Li is a financial advisor at Guardian Life with six years of industry experience. Li holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities since 2022. Prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. Outside of advisory work, Li is involved as a broker for East and Ocean Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Peter Bournias is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

John Falco is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with Equity Services since 2015. In addition to his advisory role, he owns and operates an insurance brokerage focused on life, health, disability, and long-term care insurance sales. Equity Services, Inc., doing business 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 that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Dylan Squeo is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets Inc., City National Rochdale, and Northwestern Mutual Wealth Management Company. His current role began in 2026 with TIAA-CREF. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolios and customized portfolio management under a fiduciary standard.

Michael Borrelli is a Series 66-licensed financial advisor with Principal Financial Services, with 17 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2010. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. 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.

Michael Weinstein is a financial advisor at Oppenheimer with 34 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2005. Outside of his advisory work, he is the author and photographer of the hardcover book *Ten Times Chai: 180 Orthodox Synagogues of New York City* and participates as an individual artist in art competitions and festivals. Oppenheimer serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services with both discretionary and non-discretionary investment approaches. The firm oversees sizable assets with varied programs in asset management, consulting, and financial planning.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Frank Bove is a financial advisor at Guardian Life with 26 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advisory work, he is a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Cody Tarver is a financial advisor with TD Private Client Wealth LLC in Melville, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked within various branches of TD Bank and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through a technology platform provided by Envestnet.

Dawn Terbush is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at New York Life Insurance Company and NYlife Securities LLC. Terbush serves as a board member of professional networking groups in Southern California and Melville, NY, and owns Terbush Management Services, Inc., which provides engineering project management services. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Laura Kellerman is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citicorp Investment Services. 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 programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Christopher Liu is a CFA® charterholder with two years of experience currently based in Great Neck, NY. He works with Transamerica Financial Advisors and has held roles at several firms, including S&P Global and Cantor Fitzgerald Securities. Outside of his advisory role, he serves as Board Chair for Braata Productions, an organization that promotes Caribbean arts and culture through various events and educational programs. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Christopher Deo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience. Deo has been with VOYA Financial Advisors since 2014 and also works with Anthony Izzo & Associates. He serves on the Alumni Board of Directors for Long Island University’s C W Post campus. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations, combining in-house and outside strategists, model portfolios, and technology-enabled tools to implement client recommendations.

Chitman Uppal is a financial advisor with Voya Financial Advisors, Inc., holding the CFA® designation and Series 66 license, with seven years of industry experience. His career includes roles at several firms, including Sun Life Financial and multiple financial technology companies. He is also the author of a forthcoming book titled "Rich Grandpa, Rich." Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists alongside technology-enabled tools to deliver personalized investment solutions.