Matthew Neugebauer is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and offers solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and various specialized market roles.

David Degraff is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 1991. Janney Montgomery Scott LLC is a large 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, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Paul Sciacca is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He is also president of NAIFA NY, where he oversees government relations and advocacy for insurance and financial advisors. His prior and concurrent roles include positions at Wealth Conservation Group, Inc., Pinnacle Strategies Inc., Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides advisory solutions through various program types, with the majority of assets managed on a non-discretionary basis.

Roodmy Cesar is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Bank of America, Merrill, Equity Services, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning, and access to various investment products through a combination of affiliated and third-party sub-managers.

Jordan Davis is a CFP® professional based in Glen Cove, NY, currently serving as a financial advisor with Creative Planning. He has approximately four years of cumulative industry experience, including prior roles at Centura Wealth Advisory. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Andrew Gozinsky is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1998. Gozinsky holds a Juris Doctor degree, although he is not an active member of the New York State bar. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business as ESI Financial Advisors, 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 and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Kristin Fletcher is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Neuberger Berman, LLC for 24 years. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management through a range of in-house and third-party resources. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and offers access to alternative and private investments.

Melvin Finkelstein is a Series 63 licensed financial advisor with Janney Montgomery Scott, where he has worked since 2008. He has 44 years of industry experience. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2018, following two years at AXA Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Richard Rubin is a CFP® professional with 21 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent 11 years at Ameriprise, including Ameriprise Financial Services, Inc. Outside of his financial advisory work, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both advisory and brokerage services along with financial planning and investment banking. The firm employs a variety of investment strategies through proprietary models and third-party managers and operates with a combination of roles uncommon among peers.

Michael Murphy is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2009. Based in New York, NY, Murphy provides advisory services through a well-established firm. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Michael Mc Murray is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Janney Montgomery Scott and UBS Financial Services. He has been with Oppenheimer since 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Danielle Carini is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial Services and HSBC Bank USA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.

Robert Campbell III is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, providing services within a vertically integrated structure that includes affiliated funds.

Matthew Witten is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 18 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory work, he is involved in fine arts activities including stage performance, live music, directing, writing plays and screenplays, and teaching clinics, and is a member of Actors' Equity Association. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, offering both discretionary and non-discretionary programs.

Brendan Hand is a financial advisor with Focus Partners Wealth, LLC in Babylon, NY, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with The Colony Group, LLC since 2018 and previously worked at Blue Water Advisors, LLC from 2014 to 2017. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, third-party managers, and a broad array of investment strategies.

Jonathan Leis is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2019, he worked at Citigroup Global Markets Inc. from 2012 to 2019. Outside of his advisory role, he is a member of JBL Holdings, LLC, where he manages real estate activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Dominick Vigliotti is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and the Center For Wealth Preservation. Outside of finance, he was involved with Long Island Compost for three years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, supported by due diligence on recommended investments and a broad platform of management solutions.