Paul Nathe is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. Based in New Paltz, NY, he has a long tenure at the firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives documented in investment policy statements.

Jonathan Schoenberg is a CFP® with 20 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2008 and has held roles at IPB Financial, Lenert Financial Group, and The RSI Group, LLC. He is a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Robert Frost is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Seth Rivers is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, Northwestern Mutual Wealth Management Company, Murphy Wealth Management Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Timothy Braunfeld is a financial advisor with Empower Advisory Group in Beacon, NY, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Rhinebeck Bank, The Bank of Greene County, and Firstbank. Earlier in his career, he operated a music gear business called Chris's Music Exchange DBA Gravity Music Gear. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning service and operates at a large scale with a high client-to-advisor ratio.

Kevin Mulqueen is a financial advisor with Eagle Strategies (NY Life) holding the CFP® and ChFC® designations and has 43 years of industry experience. He has been with Eagle Strategies and its affiliated entities since 2009 and has a career spanning back to 1979 with New York Life. Outside of his advisory role, Mulqueen serves as a pastor in the New York Annual Conference of the United Methodist Church, leads worship services, and is a member of the Town of Wallkill Zoning Board of Appeals. He also serves on the board of Finseca-NY, a professional association for financial advisors. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and institutional clients. The firm provides a range of advisory services with an emphasis on tailored solutions, managing most assets on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Robert Fallone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards, catering to diverse client segments including high-net-worth and ultra-high-net-worth individuals.

Colleen Langlais is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Citibank since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with specialized market roles and arrangements.

Krishnan Harihara is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Global Atlantic Financial Group and Global Bankers Capital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Gerard Morra is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 24 years of industry experience, including 11 years with Eagle Strategies, NYlife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, delivering tailored advice primarily through non-discretionary management and a variety of program types.

William Dwyer III is a financial advisor with Commonwealth Financial Network and Flourish Wealth Advisors, LLC, where he serves as managing partner and 50% owner. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Jhuriko Then is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Key Investment Services LLC since 2018 and previously at KeyBank from 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing ongoing monitoring and access to third-party discretionary managers.

Gregory Sirett is a financial advisor at Empower Advisory Group with 33 years of industry experience. He holds the CFP® and Series 63 designations. His prior roles include positions at Prudential Insurance Company of America and GWFS Equities, Inc. He currently receives trailing commissions on previously sold business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Laurie Schiavone is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 33 years of industry experience. She has been with Commonwealth since 2000 and also owns Brent Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Michelle Haass is a financial advisor at Equity Services, Inc. with 23 years of industry experience. She holds the Series 63 designation and has been with Equity Services since 2015. In addition to her advisory role, she is an agent for several insurance companies under the name Thoroughbred Advisors and is involved in a side business specializing in bookkeeping and the sales of awards and trophies. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Kimberly Jackson is a financial advisor at Empower Advisory Group with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Advised Assets Group, and Thrivent Investment Management. Outside of her advisory role, she serves as president of the Mahopac Varsity Cheer Blue and Gold Booster Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Andrea Brown is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Voya since 2018. Prior to that, she was associated with Bank of America and Merrill. Brown also operates as an independent insurance agent, selling fixed insurance products. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, delivering both discretionary and non-discretionary investment solutions through an integrated advisory and broker-dealer platform.

Brian Engelhardt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 designation and seven years of industry experience. He has been associated with various entities under Bankers Life since 2010, including Bankers Life & Casualty where he works as an insurance agent offering Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to manage client portfolios.

Joseph Steffy III is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1992. Outside of his advisory work, he serves as president of DAY REALTY CORP., a real estate investment company. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with various investment vehicles to meet client objectives and acts as a qualified custodian for client assets.

Zachary Ruttenberg is a financial advisor with Eagle Strategies (NY Life) based in Newburgh, NY, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked with firms including Ruttenberg Capital Group, LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Ruttenberg serves as a board member of the Newburgh Jewish Community Center and is involved in a jewelry and diamond sales business. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis and an integrated structure linked to New York Life.