Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Purshe Kaplan Sterling Investments, and The Wealth Alliance, among others. Ms. Sheppard is dually registered with Purshe Kaplan Sterling Investments and The Wealth Alliance, serving as a non-producing representative for the former. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan services with a focus on fiduciary processes and transparency.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, Ally Invest Securities, and TD Bank. Gordon serves on the board of directors for New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Jordan Soclof is a financial advisor with Farther, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of finance, he has worked at Camp HASC and Yeshiva University. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, individual equities, and fixed income.

Kim Marie Black is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work history includes roles at Wells Fargo Clearing Services LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank N.A., and Thrivent Investment Management Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, serving a large participant base through a model closely tied to Empower’s recordkeeping and administrative platforms.

Janet Lauricella is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Equity Services, Inc. and National Life since 2014. Lauricella is a board member of HALO Missions, a nonprofit organization focused on raising funds for health and learning initiatives for orphans. 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 through a network of investment adviser representatives, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Andrea Owen Boyd is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, LPL Financial, and AXA Advisors. Outside of her advisory role, Boyd is involved in community activities such as assisting with evangelism and event planning at Grace United Methodist Church and coordinating alumni activities for Morant Bay High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Paul Anderson is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Susan Davis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). She has been associated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory work, she serves as a board member of the Young Israel of Jamaica Estates synagogue, where she participates in decisions regarding the organization's wellbeing and security. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Vincent Pecoraro is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. Prior to joining Wealthspire in 2023, he held roles at 1st Equity Title and Closing Service, H&J Medical Supplies, Hofstra University, Uncle Giuseppe's Marketplace, and Massapequa High School. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, high-net-worth clients, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Tyler Capitano is a CFP® professional at Focus Partners Wealth, LLC with six years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services with an investment approach that blends active and passive strategies under an enhanced open architecture framework.

Michael Sweeney is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Trinity Health of New England, Burgerology, Pennsylvania State University, Churchill's Restaurant, and Chaminade High School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at an institutional scale with specialized market roles.

Irene Kosik is a financial advisor at Oppenheimer with 38 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2016, she worked at Morgan Stanley from 2010 to 2011. Outside of her advisory role, she has minimal involvement in managing a vacation home rental in the Catskills. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Ana Ludemann is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Ana also has a background that includes experience at Adelphi University. 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 and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jason Lin is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. 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 and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Leonard Rappe is a financial advisor with Primerica Advisors and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a trustee for the Seymour M. Feinstein Trust, assisting in estate planning matters. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Eric Rothman is a financial advisor with Primerica Advisors in Lawrence, NY, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he serves as Managing Director of Rothman Financial Group and engages in insurance brokerage activities on a client-by-client basis. Primerica Advisors operates as an enterprise serving 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 a range of proprietary and third-party investment programs.

James Scheidel Jr. is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Voya since 2014 and concurrently at Anthony Izzo & Associates since 2012. Outside of his advisory roles, he is an independent insurance agent involved in fixed insurance sales. Voya Financial Advisors, Inc. serves a diverse range of clients including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, wrap programs, and consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

David Greengold is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 33 years of industry experience. Prior to joining VOYA in 2014, he has been involved with Pension Actuarial Consultants, Inc. since 1987. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice through various program structures with a preference for non-discretionary, recommendation-based client relationships.

Candace Kearney is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. She holds a Series 63 designation and has been with Money Concepts since 2008. Outside of her advisory role, she is a therapeutic riding instructor at Horseability and serves as an officer for the charity Project Thank A Cop. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Joseph Falco III is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Ameriprise Financial Services. Outside of advisory work, he has been involved with Slyde Innovations LLC and Quick Ship Office, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.