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.

Matthew Gruseke is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bienville Capital Management, Keefe, Bruyette & Woods Inc, and Fieldpoint Private Securities LLC. His current role at Rockefeller began in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a comprehensive investment platform through Rockefeller Global Investment Management, delivering customized solutions across equities, fixed income, and alternatives.

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.

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.

Michael Kogan is a financial advisor at Equity Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Chelsea Financial Services and Cetera Advisor Networks. Outside of his advisory roles, he is involved with Mkny Business Solutions, Inc., an independent business activity since 2017. 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 incorporates third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Thomas Wolf is a financial advisor at Lincoln Investment with 49 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. His prior experience includes roles at Great American Advisors, EBP of Long Island, and Connecticut Mutual Life Insurance. Wolf also operates a side business as a sole proprietor involved in the sale and servicing of fixed annuities and life insurance. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.

John Harmatuk is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He previously worked at Decisional Wealth Advisors LLC, Pinnacle Investments, LLC, and Passive Capital Management, LLC. Outside of his advisory role, he co-founded a tax preparation business and works as a Medicare Advantage plan sales agent. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to a broad client base including individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to provide both discretionary and non-discretionary investment management options.

Michael Arabio is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved as a marketing affiliate linking products to the Amazon website. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Steven Paoletti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for the Trust for Mother. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

John Zeumer is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering services on a non-discretionary basis while clients retain final decision-making authority.

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc. and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Xavier Allen is a financial advisor at Ameriprise Financial Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he serves as head coach for a girls’ travel basketball program for 10th-grade students. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Copeland is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Edward Goldfarb is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.