Theodore Kanakaris is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northwestern Mutual and related entities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of investment programs managed through both strategic and tactical approaches.

Joshua Kroitor is a financial advisor with Citigroup Global Markets. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including over a decade at Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles such as acting as a swap dealer and futures commission merchant.

Joseph Canevari is a Series 66 credentialed financial advisor with 12 years of industry experience. He is affiliated with TD Private Client Wealth LLC and has worked there since 2015, including a concurrent role at TD Bank N.A. since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to various investment products, financial planning, and custody through third-party custodians. The firm utilizes strategic and tactical asset allocation with both affiliated and third-party sub-managers and operates a cross-border Private Investment Advisor model.

Christopher Careri is an investment advisor representative with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Eagle Strategies since 2005 and New York Life since 2000, and operates under the business name Premier Asset Solutions Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Aaron Cahill is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. Prior to joining Voya in 2019, he worked at INFICON, Inc. Aaron is involved in lacrosse coaching and administration, serving as Assistant Men's Lacrosse Coach for Ireland's National Team and as Director of Alumni Operations for Ireland Lacrosse North America. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven strategies, with a focus on non-discretionary investment guidance alongside discretionary services.

Michael Randone is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, including roles at both Citibank and Citigroup Global Markets. Outside of his advisory role, he is a partner at Apollo Visionary Ventures LLC, an investment entity involved in real estate in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and combines large institutional scale with unique market roles and commercial arrangements.

Joseph O Donnell is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in business planning for a group benefits provider serving a union fund. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and financial planning solutions.

Glenn Gordon is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is active as a life insurance agent, analyzing insurance needs and recommending appropriate policies including long-term care and fixed annuities. 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 and model portfolios, including traditional asset allocation and legacy market-timing and momentum-based strategies.

Seth Schoen is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Oppenheimer, and Asgard Regulatory Group. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees that utilizes algorithm-driven risk assessments and invests primarily in mutual funds and ETFs.

John Isaac is a financial advisor at Guardian Life with 31 years of industry experience. He holds a Series 63 designation and has worked with Guardian Life and its affiliates since 2005. Outside of his advisory role, he serves as founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., and is currently a candidate for the New York State Assembly. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Kendl Fulco is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Principal Securities Inc. and Principal Financial Group since 2011. Additionally, Fulco serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. 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 U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Patrick Ceplenski is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Prior to joining Wealthspire in 2026, he worked at The Colony Group, LLC for five years, and also held positions at Wolf & Company, P.C. and Andersen. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management and financial planning services supported by centralized due diligence and ongoing monitoring.

Stephen Donella Jr. is a financial advisor at VOYA Financial Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Outside of his advisory role, he serves as an independent insurance agent and is a vestry member of Trinity Episcopal Church in Fayetteville, NY. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs featuring both discretionary and non-discretionary management, supported by an extensive affiliate network and integrated broker-dealer platform.

David Eder is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Rock & Co LLC and J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory role, he assists with bookkeeping at his spouse's orthodontics practice. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement consulting. The firm offers integrated services through affiliated trust and insurance entities, providing access to alternative and private investments alongside traditional asset allocation strategies.

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.

Shane Maer is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and 22 years of industry experience. He has been associated with Main Street Financial Group and Kestra Advisory Services since 2007. Outside of advisory work, he owns a business called MSFG The Deuce Inc. and is appointed with insurance companies through Access Brokerage to provide insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving some large institutional investors such as sovereign wealth funds.

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 with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at firms including Stark & Stark, P.C. and JP Morgan Securities. Kellerman is also an associate attorney specializing in estate planning and trusts. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm supports a large network of independent advisors managing over $5 billion in assets and offers portfolio management, financial planning, and access to third-party managers across various investment platforms.

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.

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 from 2016 to 2026. &PARTNERS serves a broad range of clients including individual investors, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA 3(21) consulting, and investment banking, utilizing a mix of proprietary models and third-party manager solutions through the Envestnet platform.