Steven Lasky is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior roles include positions at Pinnacle Wealth Management and New York Long Term Care Brokers. Outside of his advisory work, he serves as an independent insurance agent and is president of BRST Inc., an S-corporation involved in managing office expenses and billing. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary recommendations rather than discretionary asset management.

Susan Gullotta is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2022. Her prior experience includes roles at Westchester Financial Advisors, NFP Advisor Services, LLC, and Berkowitz, Herkert & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of customizable investment program structures.

Ronald Berkowitz is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Commonwealth in 2022, he worked at Kestra Advisory Services and Kestra Investment Services for 19 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Leonard Lebov is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2018. Prior to this, he was an independent consultant and spent nine years with Lone Peak Partners Management LP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary manager relationships and non-discretionary consulting.

Songqun Florence is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients through various program types.

Maria Bekas is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has four years of industry experience and previously owned Greek Taverna LLC and Face Organics LLC. Bekas also operates Positive Wealth Strategies LLC, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, 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, working extensively within an integrated New York Life affiliate structure.

Nicholas Lotrecchiano is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citigroup since 2022 and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Willis Towers Watson, the Regional YMCA of Western CT, and Bryant University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale, including in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Jeffrey Wertheim is a CFA® charterholder with 15 years of industry experience, currently affiliated with Primerica Advisors in Larchmont, NY. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Wertheim also operates as an independent agent selling insurance-based products outside of Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Peter Lenane is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a variety of investment strategies, and acts as a qualified custodian for client assets.

Steven Buczek is a financial advisor with TD Private Client Wealth LLC in White Plains, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at TD Bank N.A., Guardian Life Insurance, Park Avenue Securities, and New York Life. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a mix of strategic and tactical asset allocation through affiliated and third-party sub-managers and provides ongoing portfolio management, financial planning support, and custody services.

Eric Beiley is a financial advisor at Steward Partners Investment Advisory, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple Steward Partners entities and Raymond James Financial Services over the past decade. Beyond his advisory role, he serves as a member of the Greenwich, CT Representative Town Meeting and is on the investment committee for Greenwich Reform Synagogue. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and managed account services with a focus on both proprietary and third-party portfolio management solutions.

Peter Gentile is a financial advisor at GWN Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2015. In addition to his advisory role, he has served on the Mt Vernon Board of Education since 1970 and is self-employed in tax preparation. 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 manages approximately $3.65 billion across over 37,000 client accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Anthony Becker is a CFP® professional with 34 years of industry experience, currently advising clients at Lincoln Investment since 2010. He operates additional businesses focused on income tax preparation and fixed insurance sales, including life, disability, and health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an in-house Investment Management & Research team and offers a variety of advisory programs alongside broker-dealer and insurance services.

Evan Whaley is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee for multiple family trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection to construct client solutions, and acts as a qualified custodian for client assets.

David Oldham is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with GWN Securities since 2015 and has operated Oldham Resource Group, which involves fixed insurance and annuities sales, since 1984. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including traditional asset-allocation and legacy market-timing strategies.

Zhuojie Liu is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup Global Markets since 2015. Liu also has experience with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is the sole owner of Aaron & Emma LLC, a business engaged in real estate rental activities. Citigroup Global Markets serves individual and institutional clients across various 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.

Rudolph Sarro III is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Altium Wealth Management, Liberty Mutual Insurance, Kushman and Wakefield, and in construction services. He previously worked in schooling for nearly two decades. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, utilizing proprietary analytics and a wide range of investment and advisory platforms integrated within the broader Goldman Sachs ecosystem.

Paul Tramontozzi is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at KBK Wealth Management, LLC and Commonwealth Financial Network. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, utilizing an open-architecture platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians, offering a range of discretionary and non-discretionary strategies tailored to client goals.

Catherine Demartino is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021. She serves as Vice President of the Rotary Club of Rye. 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 brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.

Alexandria Becker is a financial advisor with Lincoln Investment, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2015 and is also involved with A.T. Becker & Associates, Inc., where she provides tax preparation and insurance services as an accountant and certified public accountant. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.