Lisa Keaton is a CFP® professional with 45 years of industry experience. She has been with Commonwealth Financial Network since 2004 and also operates Capital Financial Planning Inc., where she has been active since 1987. Keaton is licensed with Series 63 and Series 65 designations. 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 wealth management, retirement plan consulting, and access to third-party asset managers, while offering advisors discretion in constructing client portfolios.

Jared Jones Crosby is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America, Merrill, and TIAA before joining TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm operates within a vertically integrated structure and offers a range of advisory services, including acting as an adviser to a donor-advised fund.

Lisa Stigliano is a financial advisor with Oppenheimer in Hauppauge, NY, holding Series 63 and Series 66 licenses. She has two years of industry experience and previously worked at Flories Finales and the Institute of Culinary Education. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs with discretionary and non-discretionary portfolio management, focusing on strategic asset allocation, manager selection, and tailored consulting and retirement services.

Christopher Jones is a CFP® professional with 21 years of experience in financial advising. He is currently with Commonwealth Financial Network and Full Spectrum Financial Solutions, having previously worked at Securities America Advisors, Inc. for nearly two decades. Jones also spends a portion of his time involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Maria Giatzikis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at the Department of Education and Chase Investment Services Corp. Wealth Enhancement Advisory Services (WEAS) serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets across a broad advisor network, using diversified, risk-class based strategies that combine passive and active management alongside quantitative, momentum, and fundamental analysis.

Matthew Rizzo is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Paris International, MML Investors Services, and Mass Mutual Life Insurance Company. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a range of managed-account programs, access to third-party asset managers, and back-office services, serving both individual and institutional clients.

Jack Falzone Jr. is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at J.P. Morgan Securities LLC and National Life Group. Outside of his advisory role, he serves as a board member of the Kings Park Chamber of Commerce, participating in board meetings and community outreach planning. Equity Services, Inc., operating 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, often utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading and specialized instruments.

Bryan Carlucci is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northeast Financial Network. Outside of his advisory work, he has entrepreneurial experience with Luigi's Pizzeria. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary programs and third-party investment platforms, managing accounts through various investment strategies and solutions.

Thomas Lynch is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with VALIC Financial Advisors since 2013. In addition to his advisory role, Lynch works as an agent for Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Devon Yogman is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at several major firms including JP Morgan Securities, Bank of America, Merrill, TD Bank, HSBC Bank, and served six years in the United States Army. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Edgardo Contreras is a financial advisor with Citizens Securities, Inc. in Valley Stream, NY, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for seven years and at Bridge Capital Solutions Corp for three years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. Its advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while the firm also operates as a broker-dealer and insurance agency.

Anthony Ferreri is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for the Greater Sayville Chamber of Commerce, where he participates in local business advocacy and community activities. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Malcolm Douglas is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has served as CEO and president of Three Squares and a Star Management Group, LLC, which provides planning and administration services for group insurance products, and leads the Lower Hudson Valley Center for Empowerment, a nonprofit focused on mentoring children. Douglas also operates Malcolm Douglas and Associates, Inc., an insurance sales firm. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a broad network of advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy momentum-based approaches.

Michael Goldsmith is a CFP® with 36 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial. In addition to his advisory work, he is involved in seasonal tax preparation through Investax, Inc. and provides fixed life and health insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Christopher Castellano is a CFP® professional with 14 years at Wealthspire Advisors and five years of industry experience. He is based in Melville, NY, and has spent his career with Wealthspire Advisors since 2012. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework overseen by an investment committee.

Matthew Newfield is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kevin Cohen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019. Prior to that, he was employed at Bank of America and Merrill from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing.

Matthew Pascale is a financial advisor with Hightower Advisors holding a Series 66 license and four years of industry experience. He previously worked at Fidelity Investments and State Farm Insurance Company. Outside of his advisor role, he is the owner of Nxt Lvl Ventures LLC, a non-investment related business. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and diverse investment vehicles.

Marisa Luciano is a CFP® certificant with 14 years of industry experience. She currently works at Mariner and previously held roles at CitiGroup, Shufro, Rose & CO., LLC, and Wells Fargo. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and access to pooled investment vehicles and third-party managers. The firm combines discretionary, customized portfolio strategies with integrated tax and accounting services, alongside specialized offerings such as Core Family Office services and an employer Financial Wellness Platform.

Pauline Healy is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Eagle Strategies since 2018 and has simultaneous roles with NYLIFE Securities LLC and New York Life Insurance Company since 2012. Outside of her advisory work, she serves as a trustee on the Queens Library Board of Trustees. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.