Carl Friedrich is a financial advisor at Farther with the designations CFP® and CFA®, and holds Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at Excelsior Investment Advisors, Fcci Consulting, and FCE Group. 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 approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and independent managers, supplemented by AI tools under internal review.

Tommy Cho is a financial advisor with Guardian Life and holds a Series 66 designation. He has recent experience at Guardian Life and Park Avenue Securities, beginning his career in 2025. Prior to joining Guardian Life, he worked at Deutsche Bank for nine years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Kevin Fahy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He spent the majority of his career at TIAA-CREF from 1994 to 2025 before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Chi Lam is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including JP Morgan Chase Bank, Scottrade Investment Management, and Chase Investment Services Corp. since 2005. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs with a multi-asset, multi-manager approach. The firm integrates large institutional scale with in-house research, derivatives and futures services, and bespoke discretionary solutions for high-net-worth clients.

Coletta Alagia is a financial advisor at Guardian Life with a Series 66 license and entry-level industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, JT Urraro, and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience with Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and education services tailored to client needs.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2002. Outside of his advisory role, he is involved with D. Hass Tennis Inc., a non-investment-related activity he dedicates time to on weekends and after market hours. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Stephen Healey is an advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his financial advisory career in 2026. Prior to this role, he has experience with Bankers Life Securities, Bankers Life & Casualty, RTI International, Veracity Research Company, and served in the US Army Reserves for 12 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios across various securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Herbert Oster is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 42 years of industry experience. He has been with Guardian Life and its affiliated companies since 2012. Outside of his advisory role, he has a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to proprietary and third-party investment solutions.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.

Lane Marmon is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to advisory services, Lane is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach combining passive and active strategies, quantitative analysis, and internal oversight.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at VOYA since 2014 and has a long tenure with Union Central dating back to 1987. Outside of his advisory role, Nelson delivers occasional paid motivational speaking engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services utilizing both affiliated and unaffiliated products, with an investment approach that incorporates model portfolios, in-house and external strategists, and technology-enabled tools.

Brandon Zisa is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Rho, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves as a board member on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of in-house and third-party strategies, with a focus on client-approved, non-discretionary asset management supported by technology-enabled tools.

Thomas Palmeri is a financial advisor at Guardian Life with 40 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he volunteers as a kitchen manager at The INN @ St Francis soup kitchen in Patchogue, NY, and serves as president-elect of the Patchogue Rotary Club, where he also previously held the positions of sergeant of arms and secretary. He is the treasurer on the NAIFA New York State Executive Committee and Board. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based portfolio management, and a variety of proprietary and third-party advisory solutions, with access to insurance products and alternative investments.

William Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Steward Partners organization since 2017, as well as roles outside the financial sector including positions at Indeed.com and Hardwork Communications. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management options.

Mark Verity is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Equitable Advisors LLC and Prudential entities. Outside of his advisory role, he owns and actively manages an investment-related business, FirstRise Investments. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with specialized capabilities in retirement-plan advisory and pension consulting.

Joseph Koehler is a financial advisor with Private Advisor Group, LLC and holds the CFP® certification. He has 33 years of industry experience, including over 20 years with LPL Financial. Koehler is also involved with a technology company, Reewire Holdings Pte Ltd, on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides both discretionary and non-discretionary services through its proprietary platforms and third-party managers.

Nicholas Miradoli is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial industry, he worked for seven years at Strathmore Vanderbilt Country Club and four years at Manhasset Secondary School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. His background includes roles at Brokers International Financial Services and running Eghrari Wealth Training LLC. In addition to his advisory work, he is an attorney specializing in estate planning and is involved in recruiting and training attorneys to become investment advisor representatives. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning options, including discretionary and non-discretionary accounts, model portfolios, and third-party manager referrals.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.