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® with six years of industry experience currently advising at Focus Partners Wealth, LLC. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a comprehensive range of wealth management and financial services with a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside third-party managers.

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 Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Oppenheimer since 2016. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored by program and advisor, including strategic and tactical asset allocation and manager selection.

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 at Voya Financial Advisors, Inc. with 24 years of industry experience. He has been with Voya since 2014 and also works with Anthony Izzo & Associates, where he has been active since 2012. Outside of his advisory roles, he is an independent insurance agent involved in fixed insurance sales. Voya Financial Advisors serves a wide range of clients, including individual investors, retirement plan sponsors, and charitable organizations. The firm offers various financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based, non-discretionary advice.

David Greengold is a financial advisor at Voya Financial Advisors, Inc. with 33 years of industry experience. He holds a Series 63 designation and has been with Voya since 2014. Prior to that, he has worked at Pension Actuarial Consultants, Inc. since 1987. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based program structures.

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.

Steven D'Andrea is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with affiliated Ameritas entities since 2014. In addition to his advisory role, he is involved with Dipaola Financial, where he sells life, disability, and annuity insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Charles Massimo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and H. Beck, Inc., among others. Outside of his advisory work, he is the founder and board member of Autism Communities, a nonprofit organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Anthony Pizzariello is a financial advisor with Principal Financial Services based in Melville, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at T3 Trading Group and Axiom Markets. In addition to advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Matthew Rapoport is a CFP® professional with 12 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Blue Water Advisors. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment strategy incorporating fundamental and quantitative analysis alongside access to third-party managers and alternatives.