Paul Nathe is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. Based in New Paltz, NY, he has a long tenure at the firm. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives documented in investment policy statements.

Jonathan Schoenberg is a CFP®-credentialed financial advisor with over 21 years of experience, currently affiliated with Eagle Strategies (NY Life). He has worked with multiple firms including The RSI Group, Lenert Financial Group, and IPB Financial. Schoenberg holds roles in several affiliated entities related to insurance and investment services. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Blenkle is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Marshall & Sterling Wealth Advisors, LPL Financial, and AXA Advisors. Outside of his advisory role, he is salaried by 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party management with technology tools and centralized due diligence.

Robert Frost is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Seth Rivers is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, Northwestern Mutual Wealth Management Company, Murphy Wealth Management Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Timothy Braunfeld is a financial advisor with Empower Advisory Group in Beacon, NY, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior roles include positions at Rhinebeck Bank, The Bank of Greene County, and Firstbank. Earlier in his career, he operated a music gear business called Chris's Music Exchange DBA Gravity Music Gear. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning service and operates at a large scale with a high client-to-advisor ratio.

Kevin Mulqueen is a financial advisor with Eagle Strategies (NY Life) holding the CFP® and ChFC® designations and has 43 years of industry experience. He has been with Eagle Strategies and its affiliated entities since 2009 and has a career spanning back to 1979 with New York Life. Outside of his advisory role, Mulqueen serves as a pastor in the New York Annual Conference of the United Methodist Church, leads worship services, and is a member of the Town of Wallkill Zoning Board of Appeals. He also serves on the board of Finseca-NY, a professional association for financial advisors. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and institutional clients. The firm provides a range of advisory services with an emphasis on tailored solutions, managing most assets on a non-discretionary basis, and operates within the integrated New York Life affiliate structure.

Maximus Di Sesa is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with NewEdge Advisors. His prior roles include positions at Ameriprise and Edward Jones. He serves on the board of directors for the Council on Addiction Prevention and Education. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering a broad range of portfolio management and consulting services supported by technology and centralized due diligence.

Robert Fallone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards, catering to diverse client segments including high-net-worth and ultra-high-net-worth individuals.

Krishnan Harihara is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Global Atlantic Financial Group and Global Bankers Capital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and access to third-party discretionary managers.

Gerard Morra is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 24 years of industry experience, including 11 years with Eagle Strategies, NYlife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, delivering tailored advice primarily through non-discretionary management and a variety of program types.

William Dwyer III is a financial advisor with Commonwealth Financial Network and Flourish Wealth Advisors, LLC, where he serves as managing partner and 50% owner. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Laurie Schiavone is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 33 years of industry experience. She has been with Commonwealth since 2000 and also owns Brent Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jason Netrosio is a financial advisor at OSAIC Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial, CUNA Brokerage Services, Inc., and CUNA Mutual Group. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Michelle Haass is a financial advisor at Equity Services, Inc. with 23 years of industry experience. She holds the Series 63 designation and has been with Equity Services since 2015. In addition to her advisory role, she is an agent for several insurance companies under the name Thoroughbred Advisors and is involved in a side business specializing in bookkeeping and the sales of awards and trophies. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Kimberly Jackson is a financial advisor at Empower Advisory Group with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Advised Assets Group, and Thrivent Investment Management. Outside of her advisory role, she serves as president of the Mahopac Varsity Cheer Blue and Gold Booster Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Andrea Brown is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining Voya in 2018, she worked at Bank of America and Merrill from 2011 to 2018. In addition to her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes non-discretionary, recommendation-based advice through various platform structures and maintains both SEC-registered investment adviser and broker-dealer registrations.

Brian Engelhardt is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 designation and seven years of industry experience. He has been associated with various entities under Bankers Life since 2010, including Bankers Life & Casualty where he works as an insurance agent offering Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis to manage client portfolios.

Joseph Steffy III is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co., Inc. since 1992. Outside of his advisory work, he serves as president of DAY REALTY CORP., a real estate investment company. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with various investment vehicles to meet client objectives and acts as a qualified custodian for client assets.

John Mc Loughlin is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Santander Securities, LLC, Santander Bank, NA, Woodbury Financial Services Inc., and Ferreira Construction. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model.