Nicholas Vissichelli is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 license and 12 years of industry experience. He has been with Guardian Life and its affiliate Park Avenue Securities since 2014. Outside of his advisory role, he serves as a board member for the McNamara Charity Golf Outing. 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, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, along with access to insurance products and alternative investments.

Ernest Infante is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Citigroup Global Markets since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research, security pricing, and derivatives services.

Matthew Davis is a financial advisor with Planmember Securities Corporation in Farmingville, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Planmember Securities since 2012 and previously worked at Benham Real Estate Group for 12 years. Outside of his advisory role, he is involved as an agent for Daybright Financial, focusing on investment, insurance, and financial planning activities. Planmember Securities provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Richard Justino is a financial advisor with Planmember Securities Corporation and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Mutual Inc. and its DBA JTeam, where he currently leads a team offering securities and insurance sales and service. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

Curtis Copenhaver is a CFP® and ChFC® affiliated with PlanMember Securities Corporation, with two years of industry experience. His background includes roles at Mutual Inc. and involvement with the Long Island Goalkeeper Academy. He also has experience related to Stony Brook University Women's Soccer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Kyle Reynolds is a financial advisor with PlanMember Securities Corporation and holds a Series 66 designation. He has been with the firm since 2025 and also has experience working with Mutual Inc. Outside of his advisory role, he has been affiliated with Stony Brook University since 2023. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is based on a strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios across a range of risk profiles.

Ralph Ruggiero is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and bringing 21 years of industry experience. He has been with PlanMember since 2010 and is also associated with Mutual Inc., where he has worked since 2004. Additionally, he has 40 years of experience in education at Rall Elementary School within the Lindenhurst School District. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, alongside offering education and support services to plan sponsors and participants.

Robert Iannaccone is a financial advisor with Kestra Advisory, holding a Series 66 credential and beginning his industry career in 2024. Prior to joining Kestra Advisory and Kestra Investment Services, LLC, he was affiliated with Coastline Wealth Management. Outside of his advisory role, he has served in educational positions at Bentley University and the Eastport South Manor School District. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering a range of services including plan design, fiduciary consulting, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports complex products and discretionary trading through multiple management platforms.

Erin Luise is a financial advisor at Kestra Advisory with one year of industry experience. She holds the Series 66 designation and has worked at Kestra Investment Services LLC since 2025. Luise is also involved with Coastline Wealth Management, where she serves as an advisor and assistant, helping clients meet financial goals and supporting office management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jaclyn Harvey is a Certified Financial Planner® with nine years of industry experience, currently serving as a financial advisor with Kestra Advisory. She previously worked at Lincoln Investment and Legend. Harvey is also active as a social media content creator focused on financial planning topics. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional plan sponsors and individual investors, offering fiduciary services, plan design, and investment management supported by comprehensive due diligence.

Matthew Devine is a financial advisor at PlanMember Securities Corporation with 15 years of industry experience. He holds the CFP® and Series 63 designations and has been affiliated with PlanMember since 2010. Devine is also involved as a board member of the Suffolk County Police Athletic League, an organization focused on youth mentoring and community programs. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and education services, using a top-down strategic asset allocation approach and managing risk-based mutual fund portfolios across a range of investment styles.

Kevin Cantwell is a financial advisor at PlanMember Securities Corporation with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at PlanMember since 2021, along with positions at US Retirement & Benefit Partners and Mutual Inc. He has also been involved in financial and insurance sales, as well as tax preparation services through his work with Mutual Inc. and Daybright Financial. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options, education, and support services, using a top-down strategic asset allocation approach combined with risk-based mutual fund portfolios.

Christopher Mincone is a financial advisor with Kestra Advisory and holds the Series 66 designation. He joined Kestra in 2026 and has prior work experience at Mixpanel and EY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients including large institutional investors and sovereign wealth funds.

Gary Murano is a CFP® and holds the Series 66 designation. He joined Eagle Strategies (NY Life) in 2026 and has prior experience with firms including Shufro, Rose & Co., LLC and Hudson Dynamic Retirement. His background also includes roles outside traditional financial advising, such as work with At Your Service Staffing and Lessing's Hospitality Group. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Jason Rubinstein is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, JP Morgan Securities LLC, and Ameriprise Financial Services LLC. Rubinstein is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

James Mantione is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked at Private Advisor Group since 2012 and has prior experience with LPL Financial, Chase Investment Services Corp., and CUNA Brokerage Services, Inc. Mantione also operates James Mantione Wealth Management, Inc., through which he offers investment advisory services and holds a non-variable insurance agent license. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based advisory model combines client goal assessment with a range of investment strategies implemented via proprietary platforms and third-party managers.

David Mammina is a CFP® with 17 years of industry experience currently affiliated with Kestra Advisory. He has held roles at multiple Kestra entities and GFS Wealth Management Advisors and serves as president of DMSZ, Inc., a consulting business. Mammina is also involved in retail management and serves as a partner and financial advisor at GFS Wealth Management Advisors. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by due diligence, serving approximately $79.8 billion in assets under management.

James Mcnamara is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003, following a one-year tenure at CIBC World Markets Corp. 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 range of discretionary and non-discretionary investment programs covering equity, balanced, and fixed-income portfolios, with services including asset allocation, manager selection, and retirement consulting.

Melvin Tom is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at HSBC Securities USA and Banc of America Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Brian Sullivan is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 registrations and has 23 years of industry experience. His prior roles include positions at Apple Bank, TD Private Client Wealth LLC, and Chase Investment Services Corp. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, using a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.