Todd Levy is a CFP® with 21 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance, Guardian Life, and Altium Wealth Management. Outside of his advisory role, he is chairman of the board for Hockey in Harlem, a nonprofit serving underserved children, and operates an organic farm as a sole proprietor. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to various investment vehicles, supported by proprietary research and operational resources.

Owen Ashley is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Investment Management Services LLC and New York Life Insurance Company. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services and manages a large participant base relative to its advisor headcount.

Donald Keegan is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 licenses and 29 years of industry experience. Prior to joining Centaurus Financial in 2025, he worked at The Investment Center Inc for nine years and Ic Advisory Services Inc for seven years. Outside of his advisory role, he is a partial owner of Yellow Pages Directory Inc., which provides U.S. company information to the public. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm delivers financial planning and portfolio management through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

Michael Egan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He is the owner of Kingsbridge Capital Advisors, a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, compliance, and practice-management support while enabling advisors to construct portfolios from a broad range of securities and insurance products.

Jonathan Goohs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked with Ameritas affiliated firms since 2017 and previously with World Financial Group. Outside of his advisory role, he is involved with DiPaola Financial Group, where he provides financial service solutions focused on insurance, retirement, and business planning for individuals and small business owners. Ameritas Advisory Services, LLC offers investment advisory and financial planning to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on plan sponsors and participants through various fiduciary and consulting services.

James Pigot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at LPL Financial and KPMG, as well as a position at SUNY Binghamton School of Management. He provides administrative support to several independent investment advisor firms affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, utilizing multiple analytical approaches and access to third-party asset managers and turnkey asset management platforms.

Francis Dispigna is a financial advisor with Principal Financial Services, holding a Series 63 license and over 40 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. Outside of his advisory role, he is involved in managing several property-related ventures with family members. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Timothy Hudson is a financial advisor with VOYA Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with VOYA since 2014. In addition to his role at VOYA, he is president of Hudson Financial Associates, LLC, which provides financial services and insurance, and he operates as an independent insurance agent specializing in 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 uses a combination of model portfolios and manager-driven strategies and provides both discretionary and non-discretionary investment programs.

Bernie Townes is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2017 before joining Janney in 2017. Outside of his advisory role, he serves as a board member for the NuHealth Foundation in East Meadow, NY, focusing on fundraising activities. 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Mark Elko is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including HSBC Bank USA, Pruco Securities, and The Prudential Insurance Company of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm operates through a large network of independent advisers and offers a range of solutions such as discretionary and non-discretionary management, separately managed accounts, and retirement plan advisory services.

Brandon Powers is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and 16 years of industry experience. He has worked at Principal Securities Inc. since 2016 and was previously employed at Principal Life Insurance Company from 2012 to 2016. Outside of his advisory role, he serves as treasurer for his wife’s clinical psychology practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. 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.

Brian Odonoghue is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at New York Life Investment Management LLC and NYLife Distributors LLC for 11 years before joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized strategies under a fiduciary standard.

Charlie Santos is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2026, he worked at Edward Jones for seven years. Outside of his advisory work, Santos coaches youth soccer, leading two academy teams and is involved with the HASC Soccer Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, and manages approximately $36.7 billion in assets as of December 2025.

Alexander Rabinovich is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 33 years of industry experience. He has been associated with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1992. In addition to his advisory work, he sells health insurance for existing clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel outside the United States. 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.

Charles Paksi is a financial advisor at Hightower Advisors with 18 years of industry experience. He previously worked at Altium Wealth Management LLC and Sumridge Partners, LLC. In addition to his advisory career, he serves as a Battalion Executive Officer in the US Army Reserve, coordinating operations and commanding in the absence of the Battalion Commander. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services supported by proprietary research and sophisticated operational features.

Evan Portnoy is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Commonwealth since 2017, following a 12-year tenure at National Planning Corporation. Portnoy is also Executive Vice President and Co-Owner of Newport Coverage Corp., a private insurance firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Jiarui Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Li has worked with Uber Technologies Inc. and Petco. Outside of advisory work, Li supports Winningstar Leadership Development Inc. in an administrative capacity. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and commission-based products. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary options.

Steven Dolgin is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has been with Janney Montgomery Scott since 2004 and holds Series 63 and Series 65 licenses. 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 range of clients, including individuals, families, trusts, retirement plans, and municipal organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Eric Bernstein is an advisor with Wealthspire Advisors in Melville, NY, holding five years of industry experience. He has been with Wealthspire Advisors since 2015. Bernstein also serves as a designee and director of alternative investments at GMAG Management LP, overseeing operational and investor relation functions for private funds. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering a range of wealth management and financial planning services.

Janet Mccabe is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at TIAA-CREF since 2013, with prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Additionally, she serves as a New York notary. 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 existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated group.