Frank Booth Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2015. Outside of his advisory role, he is also active as an independent insurance agent and works as a real estate salesperson with Berkshire Hathaway HomeServices. VOYA Financial Advisors serves a wide range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily focusing on non-discretionary, recommendation-based relationships.

Jeffrey Lang is a financial advisor with Citigroup Global Markets in Dix Hills, NY, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jeremy Kosh is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Oppenheimer since 2020 and previously at Ameriprise Financial Services from 2014 to 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Michael Lopes is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2019. Prior to that, Lopes spent eight years at Magis Group, Inc. Janney Montgomery Scott LLC is a large 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 a range of brokerage, financial planning, and advisory services.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 45 years of industry experience. He has been associated with multiple Ameritas entities since 2018 and has managed his own firm, Freed Management Group Inc., since 1994. Outside of advisory services, Freed is involved in commercial real estate management as a limited partner consultant with ABHC Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Scott Greenspon is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 designations. He has 26 years of industry experience and has been with Janney in various capacities since 2016. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Isaac Addo is a financial advisor with Eagle Strategies (NY Life) in Uniondale, NY, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has been associated with New York Life Insurance Company since 2003 and Nylife Securities, Inc since 2006. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a comprehensive network of advisors. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Dennis Martin is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to advisory work, he is active as a life and health insurance agent and occasionally sells fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a range of managed-account programs and model portfolios, with a notable history of market-timing and momentum-based strategies.

Kevin Conroy is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Conroy is also an independent insurance agent specializing in MetLife Auto and Home property and casualty personal lines. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a combination of discretionary portfolio management and model-based allocations, incorporating both affiliated and unaffiliated sub-advisers, and utilizes market-timing and momentum-based strategies in select legacy programs.

Josette Greechan is a CFP® with 39 years of industry experience currently serving as a financial advisor at Oppenheimer since 2016. Her prior experience includes roles at Bank of America and Merrill Lynch, where she worked for 7 and 29 years respectively. Outside of her advisory work, she is a co-trustee of a family trust managing real estate properties in Colorado. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Christopher Richards is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, having worked at firms including Prudential Insurance Company of America, MassMutual, and New York Life prior to joining Guardian Life and its affiliate Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individual and institutional clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and provides model portfolios from in-house and third-party managers.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. before joining Rockefeller in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Monte Sperling is a Series 63-registered financial advisor with 32 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved with Montnor Associates LLC, a business providing accounting services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Guy Bodner is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Evercore, and Jones Day, as well as a position at Crest Hollow Country Club. 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 tailored recommendations and primarily manages assets on a non-discretionary basis, working with individual investors, plan sponsors, and charitable and corporate clients.

Peter Dorfman is a financial advisor with Steward Partners Investment Advisory, LLC based in Stamford, CT. He holds the Series 66 designation and has 28 years of industry experience, including tenures at UBS Financial Services Inc. and Merrill. Dorfman serves on the board of the Westport Police Foundation, a local community organization supporting the police department. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

Fiona Jackman Ward is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, she worked at Prudential Insurance Company of America from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, derivatives services, and customized solutions for high-net-worth clients.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at People's United Advisors, Santander Securities, LPL Financial, Edward Jones, and Chase Investment Services. He serves as a director for the Merrick Bellmore Little League, assisting with league divisions, coaching support, and youth clinics. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients connected to TIAA-administered employer retirement plans.

Paul Barnaby is a financial advisor at Citizens Securities, Inc. in Stamford, CT, holding Series 63, Series 65, and Series 66 registrations with nine years of industry experience. His prior roles include positions at Prometheus Financial LLC, Private Client Resources, and The Prudential Insurance Company of America. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kevin Flaaen is a financial advisor at Wealthspire Advisors with a Series 65 designation. He has nine years of prior experience at FineMark National Bank & Trust before joining Wealthspire Advisors in 2025. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services, customizing portfolios to client objectives with an emphasis on strategic asset allocation across a variety of investment vehicles.

Stephen Valenti is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at Mark S. Eghrari & Associates, PLLC and Futterman, Lanza & Pasculli, LLP. Valenti is also an associate attorney at Mark S. Eghrari & Associates, PLLC, an estate planning law firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.