Danielle Carini is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial Services and HSBC Bank USA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.

Robert Campbell III is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, providing services within a vertically integrated structure that includes affiliated funds.

Richard Parry is a CFP® with 37 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Liberty Wealth Advisors LLC and CETERA Advisor Networks LLC. Parry is active in nonprofit and community organizations, serving as secretary of the Highland Green Foundation and as a committee member of both the Financial Planning Association of Connecticut and the First Presbyterian Church in Stamford. Prime Capital Financial is an enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and maintains affiliated accounting and family office practices.

Matthew Witten is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Voya in 2014, he worked in the financial sector for several years. Outside of advising, he is involved in fine arts activities including stage performance, music, directing, writing, and teaching, and is a member of Actors' Equity Association. Voya Financial Advisors serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through multiple program structures, predominantly providing non-discretionary recommendations.

Jonathan Leis is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. Prior to joining Kestra in 2019, he worked at Citigroup Global Markets Inc. from 2012 to 2019. Outside of his advisory role, he is a member of JBL Holdings, LLC, where he manages real estate activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Dominick Vigliotti is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and the Center For Wealth Preservation. Outside of finance, he was involved with Long Island Compost for three years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, supported by due diligence on recommended investments and a broad platform of management solutions.

Donald Keegan is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 licenses and 29 years of industry experience. Prior to joining Centaurus Financial in 2025, he worked at The Investment Center Inc for nine years and Ic Advisory Services Inc for seven years. Outside of his advisory role, he is a partial owner of Yellow Pages Directory Inc., which provides U.S. company information to the public. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm delivers financial planning and portfolio management through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

Tommy Fitzpatrick is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and five years of industry experience. He has worked within various divisions of Bankers Life since 2013. Outside of advising, he supervises and trains insurance agents within Bankers Conseco Life Insurance Company. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios across multiple asset classes, operating under CNO Financial Group with affiliated insurance and mortgage-related entities.

Michael Egan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He is the owner of Kingsbridge Capital Advisors, a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, compliance, and practice-management support while enabling advisors to construct portfolios from a broad range of securities and insurance products.

Jonathan Goohs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has worked with Ameritas affiliated firms since 2017 and previously with World Financial Group. Outside of his advisory role, he is involved with DiPaola Financial Group, where he provides financial service solutions focused on insurance, retirement, and business planning for individuals and small business owners. Ameritas Advisory Services, LLC offers investment advisory and financial planning to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on plan sponsors and participants through various fiduciary and consulting services.

Francis Dispigna is a financial advisor with Principal Financial Services, holding a Series 63 license and over 40 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. Outside of his advisory role, he is involved in managing several property-related ventures with family members. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Timothy Hudson is a financial advisor at Voya Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Hudson is also the president of Hudson Financial Associates, LLC, and works as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary strategies and operates multiple program structures, combining investment advisory and broker-dealer functions.

Bernie Townes is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2017 before joining Janney in 2017. Outside of his advisory role, he serves as a board member for the NuHealth Foundation in East Meadow, NY, focusing on fundraising activities. 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Brandon Powers is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and 16 years of industry experience. He has worked at Principal Securities Inc. since 2016 and was previously employed at Principal Life Insurance Company from 2012 to 2016. Outside of his advisory role, he serves as treasurer for his wife’s clinical psychology practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Odonoghue is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at New York Life Investment Management LLC and NYLife Distributors LLC for 11 years before joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized strategies under a fiduciary standard.

Charlie Santos is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2026, he worked at Edward Jones for seven years. Outside of his advisory work, Santos coaches youth soccer, leading two academy teams and is involved with the HASC Soccer Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, and manages approximately $36.7 billion in assets as of December 2025.

Cintra Bedassie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Janney Montgomery Scott, Bedassie worked at Morgan Stanley Smith Barney, JPMorgan Securities, and Credit Suisse Securities. 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—and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Nicholas Marchelos is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with National Life Group, Mass Mutual Investors Services, and New York Life Insurance Company. Outside of advisory roles, he conducts seminars for professional associations through McIntosh Tax and Asset Management Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Evan Portnoy is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Commonwealth since 2017, following a 12-year tenure at National Planning Corporation. Portnoy is also Executive Vice President and Co-Owner of Newport Coverage Corp., a private insurance firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Mark Knox is a CFP® with 40 years of industry experience, currently affiliated with Lincoln Investment in Hauppauge, NY. He has been with Lincoln Investment Planning, Inc. since 1983, with a brief retirement from 2017 to 2019. Lincoln Investment serves individual and institutional clients, including high-net-worth individuals, charitable organizations, businesses, and retirement plan participants, with a particular focus on educators and 403(b)/457(b) plans. The firm offers a range of financial planning and investment management services, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.