David Feigeles is a financial advisor with Oppenheimer in Melville, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services, including asset management, consulting, and retirement planning, using strategic asset allocation and manager selection on both discretionary and non-discretionary bases.

Gerald Kirschner is a financial advisor at &PARTNERS with 7 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and BT Americas. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Robert Funk is a financial advisor with Independent Financial Partners, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Bespoke Investment Group, Innovation Partners, Clearview Trading Advisors, and Navellier & Associates. He also manages AlphaLogic Wealth Management, a financial planning and investment management business in Bayside, NY. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm’s decentralized advisory model allows investment strategies to be set by individual representatives while offering centralized asset management options and notable retirement-plan advisory and pension consulting capabilities.

Alexis Ablezer is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has 16 years of industry experience, including roles at Merrill and New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michael Kinkel is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at David Lerner Associates for a total of 14 years. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

David Greenberg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at J.P. Morgan Securities for six years. Greenberg serves on the Stamford Hospital Foundation board, acting as a liaison between the hospital and the local community. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

John Krebs is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Carnegie Investment Counsel. Krebs’s background includes time spent at Syracuse University and Gilmour Academy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Timothy Flynn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes notable tenures at LPL Financial and Equitable Advisors. Outside of financial advising, he has consulted in sales and marketing for a renewable energy startup owned by his wife. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, and access to proprietary and third-party managed account solutions. The firm employs various investment strategies and utilizes technology platforms to assist clients in portfolio management and selection.

Julie Permutt is a CFP® with 27 years of industry experience. She has been with PlanMember Securities Corporation since 2010 and also has long-term involvement with Calico Family Ventures, LLC and Scarborough Alliance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual fund portfolios and offers education and support services including personalized retirement planning and separation counseling.

Charles Palma is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience and has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2014. Palma also assists clients with Medicare planning to help seniors choose appropriate plans. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Justin Ponella is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. He has worked with Ameritas and affiliated entities since 2011 in various capacities, including his current role at Ameritas Advisory Services since 2021. Ponella is also the managing director of DiPaola Financial Group, where he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, including model portfolios and third-party managers, to deliver tailored asset management and financial planning services.

Aderonke Ayangbesan is a financial advisor with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. She has 16 years of industry experience and has previously worked at Wells Fargo and Merrill. Ayangbesan is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and administrative services.

Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.

Brian Brennan is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following two years at National Securities Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Lynn Vernillo is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 16 years of industry experience. She has worked at firms including MERRILL LYNCH from 2007 to 2017, Wells Fargo Clearing Services LLC from 2017 to 2020, and ProHealth Cardiology since 2021. Vernillo is based in Garden City, NY. Janney Montgomery Scott LLC is a 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, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Peter Klein is a CFA® charterholder with 40 years of industry experience, currently serving at Hightower Advisors since 2013. Prior to joining Hightower, he worked at UBS Financial Services for nine years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

William Katz is a financial advisor with Guardian Life in Garden City, NY, holding a Series 63 designation and over 34 years of industry experience. He has been with Guardian Life and its affiliated companies since 1992. Katz serves as a trustee for two family trusts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offers access to proprietary and third-party advisory solutions, and integrates insurance products and alternative investments through its connection with Guardian Life.

Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

John Marshall is a CFP® and CFA® with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through multiple programs, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Richard Schmidt is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the DBA RSA Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering 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 within an integrated New York Life affiliate structure.