Michael Pfeffer is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Todd Bellistri is a ChFC®-designated financial advisor with Kestra Advisory, bringing 33 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2008. Outside of his advisory role, Bellistri serves as President and CEO of August Benefits, Inc., a consulting and insurance services firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a broad client base that includes large institutional investors.

James Collins is a financial advisor with Oppenheimer, holding a Series 66 designation and 28 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, managing assets through discretionary and non-discretionary programs.

Roger Goren is a financial advisor with Principal Financial Services and holds 42 years of industry experience. He has been the sole owner of Goren & Goren, Ltd. since 2014, which focuses on life, health, and accident insurance. His background also includes affiliations with Princor Financial Services Corporation and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Marc Levin is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017. Prior to this, he was affiliated with Morgan Stanley and Morgan Stanley Private Bank, National Association. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning.

Philip Scott is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and 12 years of industry experience. His prior work includes roles at Guardian Life Insurance Company. He is also involved in soliciting the sale of insurance products outside of Guardian’s offerings. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering a range of investment advisory, brokerage, financial planning, and retirement plan services, utilizing both proprietary models and third-party managers through the Envestnet platform.

Edward Magett is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 14 years of industry experience. He has been with GWN Securities since 2015 and has prior experience with MML Investors Services and Mass Mutual Life Insurance Company beginning in 2014. Outside of advisory work, he is also an independent insurance agent offering life insurance and annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Matthew Wade is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following a three-year tenure at UBS Financial Services. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and a range of investment strategies tailored to client objectives.

Thomas Lieuw is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and Paramount Group. Outside of his advisory work, he sells collectible trading cards through Quicksell TCG on a limited basis. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management and financial planning through a technology platform supported by Envestnet and Pershing.

Stephanie Fernandes is a CFP® with seven years of industry experience. She currently works at Mercer Global Advisors Inc. and has previously been employed at Sanford C. Bernstein & Co., LLC, ValMark Securities, Inc., and Verde Wealth Group, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Stephen Dellibovi is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual and Guardian Life Insurance Company. He serves on the board of The Noia Project Inc., a nonprofit organization. Park Avenue Securities provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using both proprietary and third-party model portfolios.

Sherry Cesare is a financial advisor at VOYA Financial Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, supported by both discretionary and non-discretionary asset management options.

Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Joseph Fusaro is a financial advisor with Oppenheimer in Melville, NY, holding a Series 66 credential and 13 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, Fusaro owns and manages a construction contracting business and is involved in investment-related activities through an LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, 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 utilizes strategic and tactical asset allocation and a variety of investment vehicles, with client objectives documented and accounts periodically reviewed.

Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. 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, estates, and institutional clients, offering brokerage services, financial planning, and various advisory programs.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2017 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of finance, she is an author involved in creative writing and also sells clothing and accessories through the Poshmark app. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer in 2023, he worked at Rosemark Advisors for four years and held various roles including at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and services, including portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor and manages approximately $36.7 billion in assets as of the end of 2025.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer & Co since 2006. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including both discretionary and non-discretionary portfolio management. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes.

Bury Barbier is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and is also a part owner of Printer Support Group, a printer repair business. Additionally, Barbier owns Integral Capital, a firm involved in group insurance sales and commercial loan brokerage. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, access to alternative investments, and a notable focus on non-discretionary assets.