Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Altium Wealth Management and Guardian Life. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers as well as various investment vehicles, including alternative investments and custom indexing.

Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Pierson Faldetta is a financial advisor at Oppenheimer in Melville, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held a position at the Suffolk County Comptroller's Office. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor and encompasses strategic and tactical asset allocation across various strategies.

Seranthony Felix is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked within the TD organization since 2017, including prior roles at TD Bank N.A. and Community Financial Service Center. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by an advisory technology platform and custodial services.

Yewchang Chow is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrent roles at Nylife Securities LLC and NYL Insurance Company dating back to 2013 and 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wu Qu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. 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 with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Harvey Weiner is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Guardian Life and Primerica Advisors since 2015. In addition to his advisory role, he operates as an insurance broker selling various insurance products outside of Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

David Glaser is a CFP® and ChFC® with 20 years of industry experience. He has been with Nylife Securities since 2005 and New York Life Insurance Company since 2004. He is based in White Plains, NY. David works with Eagle Strategies, which serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing most assets on a non-discretionary basis.

Ryan Trainor is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, with prior roles at Morgan Stanley and Toscafund Asset Management. Trainor is also affiliated with Manhattanville College. 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 integrates multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Shane Racette is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at TD Bank N.A., Della Subaru of Plattsburgh, and UFirst FCU. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of affiliated and third-party investment managers.

Lindsey Ferguson is a financial advisor with NewEdge Advisors in Greenwich, CT, holding Series 63 and Series 65 credentials and 36 years of industry experience. Her prior roles include positions at Mid Atlantic Capital Corporation and Wells Fargo Clearing. She serves as an advisory board member at Campus Cover Pro Services, assisting with business development and capital raise efforts. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing centralized due diligence and technology tools to support advisors and clients.

Sean Fitzgibbon is a financial advisor with Janney Montgomery Scott LLC based in Darien, CT. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, with 14 years at Janney Montgomery Scott. 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 a wide range of brokerage, financial planning, and advisory services.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Gary Mc Hugh is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including model portfolios and customized portfolio management under a fiduciary standard.

Keith Snyder is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved with Aurelian Wealth Strategies as an owner and member. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.

Kurt Seidman is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Oppenheimer in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation along with a variety of investment vehicles, and acts as a qualified custodian while providing both discretionary and non-discretionary advisory programs.

Natalie McGinley is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2016 and operates under the DBA Wealth Conservation Group, Inc. for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing 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, operating within the New York Life affiliate structure.

Paul Papapostolou is a CFP® with 14 years of experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Darien, CT. He has been with Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2016. Outside of his advisory role, he is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets through a large network of advisors, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process utilizes diversified, risk-class based allocations blending passive and active strategies, with portfolio oversight by an internal Investment Committee.

Shannon Thieke is a Series 65–licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire in 2024, she held positions at Boston College from 2020 to 2024 and worked for the Town of Hempstead from 2018 to 2021. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and other services tailored through client interviews and ongoing monitoring.