Jesse Mistretta is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has prior work experience with New York Life and in legal roles, including at Hollander Law Group and the Nassau County District Attorney's Office. Mistretta holds a Juris Doctorate but is not currently practicing law. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he held roles at Northwestern Mutual Life Insurance Company, Premier Financial Alliance, and Henry Schein Inc. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

Frank Borges Espindola is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation. He has been in the industry for one year, currently working at TD Private Client Wealth LLC and TD Bank N.A. Prior to this, he worked at Equitable Advisors and spent over a decade at Globo Television. TD Private Client Wealth LLC provides 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 and offers financial planning, custody, and reporting services.

Daniel Safranek is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Lincoln Investment Planning, Inc. for 33 years before joining Commonwealth in 2025. Outside of advisory work, he is the owner of Daniel Safranek, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while offering operational and compliance infrastructure to affiliated advisors.

Scott Gegerson is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at Stratos Wealth Partners, Ltd. He has previously worked at LPL Financial, Primerica Advisors, and Guardian Life Insurance. Gegerson holds the Series 63 and Series 66 licenses and is based in Garden City, NY. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active asset allocation across multiple custodians and utilizing a range of affiliated and third-party sub-advisors.

Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Purshe Kaplan Sterling Investments, and The Wealth Alliance, among others. Ms. Sheppard is dually registered with Purshe Kaplan Sterling Investments and The Wealth Alliance, serving as a non-producing representative for the former. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan services with a focus on fiduciary processes and transparency.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ally Invest Securities LLC. Outside of her advisory role, she serves on the Board of Directors for the New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers using a technology platform by Envestnet and custody through Pershing.

Jordan Soclof is a financial advisor at Farther with five years of industry experience. He holds the Series 66 designation and has worked at Farther Finance Advisors since 2022. His prior experience includes roles at Bank of America and Merrill Lynch between 2019 and 2022. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, individual equities, and fixed income.

Kim Marie Black is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work history includes roles at Wells Fargo Clearing Services LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank N.A., and Thrivent Investment Management Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, serving a large participant base through a model closely tied to Empower’s recordkeeping and administrative platforms.

Janet Lauricella is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 credential and bringing 32 years of industry experience. She has been with Equity Services and National Life since 2014. Lauricella serves on the board of HALO Missions, a nonprofit focused on raising funds for health and learning initiatives for orphans. Equity Services, Inc. provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining primarily long-term strategies with options for shorter-term trading.

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.

Jean Crossley is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 license and 36 years of industry experience since 1989, all with Lincoln Investment Planning, Inc. She serves as the 2024 Board President of the Crystal Beach Property Owners Association, a volunteer role involving community organization and oversight of local property interests. Lincoln Investment provides financial planning and retirement plan advice primarily to individuals, charitable organizations, businesses, and employer-sponsored plans, with a notable focus on educators and 403(b)/457(b) participants. The firm employs both strategic and tactical investment approaches through an in-house Investment Management & Research team and offers a range of discretionary and non-discretionary programs.

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.

Christopher Barron is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, operating at a large institutional scale with additional roles including swap dealing and futures commission merchant services.

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.