Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 designations. He has five years of industry experience and has worked at New York Life Insurance and NYLIFE Securities LLC. His background also includes roles outside the financial sector, such as positions with Adelphi University and the Town of Hempstead. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and leads roles in MirQuest Financial, LLC and MirQuest Insurance Services, LLC, where he is involved in sales, recruiting, training, and supervising agents as well as business planning and marketing. Syed is also a partner in Vista Marketing Partners LLC, focusing on strategic growth and insurance carrier contracting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, offering a range of discretionary and non-discretionary programs that include in-house and third-party model portfolios as well as ongoing financial consulting.

Connor De Graff is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott intermittently since 2021. He also has experience at Temple University and briefly at Fatfish. Janney Montgomery Scott LLC 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 through brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Fabiana Coelho is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, BNY Mellon, and Bank of America Merrill Lynch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Kenneth Horowitz is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Primerica Advisors since 2009. His prior experience includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved with Integrated Benefit Consultants, LLC, an entity focused on benefit consulting. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs and platforms.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including 12 years at TIAA-CREF and his current roles at Stratos Wealth Partners and LPL Financial since 2022. He serves as a non-profit board member for Mt Olivet Cemetery in Maspeth, NY. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

Anthony Amalfitano is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and 34 years of industry experience. He has been with VOYA since 2014 and has also operated as a self-employed tax preparer since 1985. Outside of advising, he is an independent insurance agent involved in the sale of life insurance and fixed annuities. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial planning and investment services through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Craig Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank for over a decade prior to joining Janney Montgomery Scott. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Daniel Wendt is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Voya, he worked at Oakfield-Alabama and held positions at Notre Dame High School, General Nutrition Center, and the Transportation Security Administration. Outside of his advisory role, he serves as a men's assistant ice hockey coach at SUNY Erie Community College and operates as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through various program structures, with a predominance of non-discretionary, recommendation-based client relationships.

Basil Hussein is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at CitiGroup since 2019, with prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Ameriprise Financial Services Inc., and Best Buy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains institutional-scale operations including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Brandon Paolillo is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, Bank of America, and First Republic Investment Management prior to joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Elaine Potash is a CFP® and ChFC® with 34 years of experience in financial advising. She has been with Private Advisor Group, LLC and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset managers.

Richard Adler is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Fusion Financial Group. He has also maintained a long-standing association with Kass & Jaffe CPAs since 1982. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody services, implementing portfolios through internal models or third-party platforms.

Joel Greenberg is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2009 and has been involved with B & B Financial Services since 2000. In addition to his advisory role, he sells non-Guardian health and term insurance. Primerica Advisors is part of Park Avenue Securities LLC, which serves individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services through various proprietary and third-party investment programs, combining traditional and digital solutions.

Evan Tepper is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, he sells fixed annuities independently of Guardian Life. Primerica Advisors serves a diverse retail client base through brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Antonio Alves 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 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Richard Elliott is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 16 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is a mortgage broker and occasionally pursues compensated musical activities. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Katherine Agrillo is a financial advisor at CWM, LLC with the designations ChFC® and Series 63. She has over two decades of industry experience, having previously worked at The Pinnacle Financial Group and LPL Financial, and operates Multiplex Planning dba Agrillo Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis supported by an in-house Investment Committee.

Mark Raffa is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. His prior work includes long tenures at Metlife Securities Inc. and MassMutual Investors Services. In addition to his advisory role, he serves as a defensive driver instructor with the Empire Safety Council and advises on college funding seminars. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.