Christina Bauer Dobias is a financial advisor at TIAA-CREF with 22 years of industry experience. She holds a Series 66 designation and previously worked for Healthcare Community Securities Corporation for 10 years before joining TIAA-CREF in 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates point-in-time planning services from ongoing discretionary management and includes options for model portfolios as well as customized portfolio management.

Amin Rashid is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior work history at Asset Management Investment Network. In addition to his advisory role, he is involved in selling health insurance through Granite Insurance Brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Mark Heinemann is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and 65 licenses and over 40 years of industry experience. His career includes roles at New York Life Insurance Company since 1985 and affiliated firms such as Wealth Conservation Group, Inc. and Pinnacle Strategies. Outside of advisory work, he is a partner and passive investor in several business ventures including HCBM Partners. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and corporate sponsors. The firm emphasizes tailored advice through various program types and manages a significant majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Tyler is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 36 years of industry experience and has been with Eagle Strategies since 2009. Tyler also serves as a trustee on the Board of the High Oaks Village Home-Owners Association, where he manages community service contracts and maintenance relationships. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and offers a range of advisory programs, with most assets managed on a non-discretionary basis.

Timothy Shaw is a CFP® with 13 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and LPL Financial LLC, having previously worked at Composition Wealth, LLC, Citigroup Inc., Capital One Financial Advisors, and Morgan Stanley. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting, supported by a large network of investment adviser representatives who provide ongoing portfolio management and specialized consulting services.

Lori Rappaport Steiner is a financial advisor at Oppenheimer with 37 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs with discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios, and provides consulting and retirement services tailored to client objectives.

Karlyn Grasso is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 66 designation and 13 years of industry experience. She has worked with National Life Group and Equity Services, Inc. since 2016. Outside of her advisory role, she serves as secretary and communications officer for the John C. Dunphy Private Foundation and is a board member of the Suffolk County Police Department Foundation. Equity Services, Inc. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Christopher Cardali is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Forte Capital LLC for eight years and Fce for one year. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm utilizes a discretionary, customized portfolio approach supported by an internal team and third-party managers, with a notable integration of tax, accounting, and administrative family office services.

Ray Young is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 43 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2011 and has operated as an independent advisor since 1985. In addition to his advisory work, he is involved in non-investment business activities through RK Wealth Advisors, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and strategies to meet client goals.

Gavin Jeffers is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. He previously worked at Valic Financial Advisors and has been affiliated with TD Bank N.A. since 2026. Outside of financial advising, he is appointed as an agent to sell non-securities insurance products for AGIA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers. The firm emphasizes percentage-of-AUM wrap fees and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Michael Librett is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Alpha Centric Funds, and Guardian Life Insurance Company. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform.

Ryan Cornacchia is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Joseph Gunnar & Co., LLC, Laidlaw & Co (UK) Ltd, and Savills. Cornacchia currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, institutions, and charitable organizations. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary models and third-party strategies, supported by a hybrid digital advisory platform.

Noah Kowalewsky is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held positions at Park Avenue Securities and Guardian Life Insurance Company and has worked in various roles across multiple organizations, including Clemson University Athletic Department and Real Madrid Foundation Camps USA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Douglas Peters is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with Voya Financial and its advisory affiliate since 2015. Peters serves as president of the Blue Jay Athletic Association at Elizabethtown College, leading efforts to engage alumni in supporting the athletic program. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm provides a variety of financial planning and portfolio management services through multiple program structures, primarily offering non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Matthew Gambino is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James. Outside of his advisory role, he has held various positions in unrelated businesses including the Peter Fruit Company and Southampton Bath and Tennis. 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 sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Colleen Mackenzie Doino is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. She is also involved in two business ventures: Best Day Ever Vacations and Tee to Green Pro Services. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage, financial planning, and advisory programs, combining in-house and third-party asset management with unique custody and trustee services.

Kevin Eghrari is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brokers International Financial Services since 2023. In addition to his advisory role, he operates Eghrari Wealth Training LLC, where he provides investment coaching and client account management. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm employs various investment approaches and supports a range of portfolio management and financial planning services.

Kathrina Mapoy is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Citigroup in 2019. 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 with in-house research and operates in unique market roles such as swap dealing and futures commission merchant activities.

Bryan Petrucci is a financial advisor with Principal Financial Services based in Melville, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with several firms, including The AYCO Company, L.P./Mercer Allied, Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. He is also involved in providing retirement planning services to employees separating from companies with ESOP plans through Great Lakes Retirement Plan Consultants. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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 Bonamarte is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Voya Financial Advisors since 2014 and also serves as president of Hudson Financial Associates LLC, an independent insurance and financial services firm. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice rather than discretionary management.