Daniel Capurso is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2020 and operates Premier Asset Solutions Inc., which sells New York Life products and brokers non-registered insurance products. Capurso also serves as a notary public, providing free notary services to the public. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Ian Heller is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior roles include positions at Heller Wealth Management, Klingman & Associates, Cresset, Altair Advisers, and The Ayco Company, L.P./Mercer Allied. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Matthew Mccabe is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation. Prior to joining Equity Services, he has worked at firms including Eastern Advisory Group, Big Think Capital, and LPL Enterprise. 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 uses multiple advisory platforms, often incorporating third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

Michael O'Sullivan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is a notary public in Suffolk County, New York. Park Avenue Securities serves a wide retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management across various asset types.

Brian Katzman is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously spent 14 years at Heller Wealth Management. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

John Melkun is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Prior to entering finance, he was employed at Audi for two years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

John Sargent is a financial advisor at Rockefeller Capital Management with 22 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities from 2009 to 2020 before joining Rockefeller Financial LLC and Rock & Co LLC in 2020. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth and investment management services.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Peter Bartone is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 credential and 25 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is also an agent involved in the sales and servicing of life, health, and disability insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Steven Lichtenstein is a financial advisor with Primerica Advisors in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he serves as a consultant for the Gerson Lehrman Group and participates in several networking and resource groups, including a marketing cooperative and a support network for divorcing individuals. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party portfolios and supports multiple financial planning and lending solutions.

Gregory Moss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked at Heller Wealth Management for nine years and EF Legacy Securities, LLC for one year. Outside of advisory work, he is a member of GDM Properties, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, institutions, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by affiliated accounting, legal, and trust services.

Anthony Bertrami Jr. is a financial advisor with Primerica Advisors, holding 48 years of industry experience. He has also worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC 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, employing a range of proprietary and third-party investment strategies.

Joseph Gonnella Jr. is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Anthony Romeo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, he is a registered representative for CGAA Inc., engaging in financial services and life insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Kenneth Cusick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 1998. His other business activities include insurance services unrelated to Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Douglas Ramirez is a financial advisor at Citigroup Global Markets with 37 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 across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing, swap dealer and futures commission merchant operations, and tailored solutions for high-net-worth clients.

Thomas Tibaldi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and operates with notable institutional scale and specialized market roles.

Elyse Wels is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley in various capacities from 2014 to 2024 before joining Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with investment management, consulting, and retirement planning, using strategic asset allocation and manager selection across multiple investment vehicles.

Connor Hughes is a financial advisor with Principal Financial Services in Melville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at Mutual of America Financial Group. Outside of advising, he has worked in ocean rescue and holds an insurance sales position focused on life, disability, annuities, health, and Medicare-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.