Peter Klein is a CFA® charterholder with 40 years of industry experience, currently serving at Hightower Advisors since 2013. Prior to joining Hightower, he worked at UBS Financial Services for nine years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

William Katz is a financial advisor with Guardian Life in Garden City, NY, holding a Series 63 designation and over 34 years of industry experience. He has been with Guardian Life and its affiliated companies since 1992. Katz serves as a trustee for two family trusts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offers access to proprietary and third-party advisory solutions, and integrates insurance products and alternative investments through its connection with Guardian Life.

Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

Richard Schmidt is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the DBA RSA Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. 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 emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 in various capacities. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and both wrap and non-wrap platforms.

Joshua Kroitor is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with in-house research and unique market roles.

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 seven years of industry experience. Prior to joining Voya in 2019, he worked at INFICON, Inc. Outside of his advisory role, Cahill is involved in lacrosse as an assistant coach for the Ireland Men’s Senior National Team, director of alumni operations for Ireland Lacrosse North America, and head varsity boys lacrosse coach at Westhill Central School District. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists with technology-enabled tools.

Joseph O Donnell is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having eight years of industry experience. His prior work includes nine years with Moore Capital Management. Outside of his advisory role, he is involved in business planning for a group benefits provider working with a union fund. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and providing access to proprietary programs and third-party platforms.

Gregory Scheinberg is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 designation and bringing 12 years of industry experience. He has worked with multiple firms, including Ameritas Life Insurance Corp of New York and The Integrated, and is also involved as a partner in a retail business that sells items on Amazon. 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 offers various asset management and financial planning services across discretionary and non-discretionary programs, utilizing a range of portfolio construction tools and third-party technology.

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, Guardian Life, and Asgard Regulatory Group. Seth is based in Oakdale, NY. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

John Isaac is a financial advisor with Guardian Life, holding a Series 63 designation and 31 years of industry experience. He has been with Guardian Life and its affiliates since 2005 and more recently joined Park Avenue Securities. Outside of his advisory role, he is a founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., a nonprofit organization. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and provides a range of financial planning, consulting, and advisory solutions tailored to client needs.

Kendl Fulco is a financial advisor with Principal Financial Services based in Old Greenwich, CT. He holds a Series 63 designation and has 30 years of industry experience. Since 2011, he has been associated with Principal Securities Inc. and Principal Financial Group. He is also formally designated as a bank officer with Principal Bank and Principal Trust Company to support and manage retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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 various advisory and promoter arrangements.

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 with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, he serves as a vestry member on the board of Trinity Episcopal Church and operates as an independent insurance agent. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, managing many accounts on a non-discretionary basis.

David Eder is a financial advisor with Rockefeller Financial LLC in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory work, he assists with bookkeeping for his spouse’s orthodontics practice. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm operates a Private Advisor model supported by a consolidated investment platform and maintains broker-dealer registration, which distinguishes its range of services.

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.

John Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at WealthShield Partners, Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.