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.

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.

Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. She is dually registered and serves as a non-producing representative for Purshe Kaplan Sterling Investments. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, guided by an Investment Committee that designs and monitors model portfolios and provides tailored investment solutions.

Charles Kateridge is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years each. Outside of his advisory role, he is president and owner of Charles Anthony Enterprises Inc, a corporation for tax purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm’s investment approach combines fundamental, technical, bottom-up, and top-down analysis, offering both discretionary and non-discretionary portfolio management along with specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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 Merrill, Morgan Stanley, Ally Invest Securities, and TD Bank. Gordon serves on the board of directors for New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Andrew Hite is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He also serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Janet Lauricella is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Equity Services, Inc. and National Life since 2014. Lauricella is a board member of HALO Missions, a nonprofit organization focused on raising funds for health and learning initiatives for orphans. Equity Services, Inc. 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 through a network of investment adviser representatives, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Andrea Owen Boyd is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her work history includes roles at Equitable Advisors, LPL Financial, and Bethpage Federal Credit Union. Outside of finance, she is involved in community activities with Grace United Methodist Church and coordinates events for the Morant Bay High School Alumni Association. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including high-net-worth individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with specialized tools and access to insurance and alternative investment products.

Jean Crossley is a financial advisor with Lincoln Investment and holds a Series 63 designation. She has 36 years of industry experience, having worked at Lincoln Investment Planning since 1989. Outside of her advisory role, Crossley serves as the 2024 Board President of the Crystal Beach Property Owners Association, where she organizes community events and manages local affairs on a volunteer basis. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led portfolio management with strategic model portfolios developed by its in-house Investment Management & Research team.

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.

John Horton Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc and JPMorgan Chase Bank from 2009 to 2019, as well as previous stints at Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking 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® professional with six years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Irene Kosik is a financial advisor at Oppenheimer with 38 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2016, she worked at Morgan Stanley from 2010 to 2011. Outside of her advisory role, she has minimal involvement in managing a vacation home rental in the Catskills. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

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.

Jason Lin is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Leonard Rappe is a financial advisor at Guardian Life with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career has been primarily with Guardian Life and its affiliated entities since 1996. Outside of his advisory work, he serves as a trustee for the Seymour M. Feinstein Trust. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. 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.

James Scheidel Jr. is a Series 63 registered financial advisor with 24 years of industry experience. He is currently with Voya Financial Advisors, Inc., where he has worked since 2014, and is also associated with Anthony Izzo & Associates since 2012. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver a range of advisory programs, with a significant focus on client-approved, non-discretionary management approaches.

David Greengold is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 license and bringing 33 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has been involved with Pension Actuarial Consultants, Inc. since 1987. VOYA Financial Advisors, Inc. is an affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.