John West is a financial advisor with Oppenheimer in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as a board member and chair of the Stewardship committee at St. John's Church in Huntington, NY. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client solutions.

Adam Gawreluk is a financial advisor at Commonwealth Financial Network with a Series 66 designation and approximately one year of industry experience. His prior roles include work at Capital Financial Planning and Loring Advisory Group. Before entering the financial industry, he held positions in local government and the service sector. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Patrick Mc Donald is a financial advisor at Kestra Advisory with 26 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at National Planning Corporation for 14 years. Outside of his advisory role, he serves as an officer on the board of ESM Community for the Arts and owns a tax, accounting, and estate planning business. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Thomas Williams is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has served in roles at Commonwealth Financial Network since 2018 and was previously associated with Colarossi and Williams. Outside of his advisory work, he owns TOW Wealth Management, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $200 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Dennis Martin is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. In addition to advisory work, he is active as a life and health insurance agent and occasionally sells fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a range of managed-account programs and model portfolios, with a notable history of market-timing and momentum-based strategies.

Kevin Conroy is a financial advisor with GWN Securities Inc. and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Conroy is also an independent insurance agent specializing in MetLife Auto and Home property and casualty personal lines. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a combination of discretionary portfolio management and model-based allocations, incorporating both affiliated and unaffiliated sub-advisers, and utilizes market-timing and momentum-based strategies in select legacy programs.

Donald Lippencott is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 42 years of industry experience with a career including roles at New York Life Insurance Company and NYLife Securities Inc. He is also the owner of Westwind Farm And Stables LLC, a horse farm and equestrian center. Lippencott serves on the boards of Mather Hospital and Theater Three, a local community theater, and is a director of the Robert Keleher Family Foundation, which provides educational scholarships. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Valenti is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at Mark S. Eghrari & Associates, PLLC and Futterman, Lanza & Pasculli, LLP. Valenti is also an associate attorney at Mark S. Eghrari & Associates, PLLC, an estate planning law firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Muhammad Shahzad is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2017, following four years at Peoples United Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Stephen Healey is an advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his financial advisory career in 2026. Prior to this role, he has experience with Bankers Life Securities, Bankers Life & Casualty, RTI International, Veracity Research Company, and served in the US Army Reserves for 12 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios across various securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Marisol Sanchez Taboada is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Brokers International Financial Services since 2023 and operates Eghrari Wealth Training LLC and Mark S Eghari & Associates PLLC, which he founded in 1998. Outside of advisory work, he is an attorney specializing in estate planning and is engaged in recruiting and training attorneys to become investment adviser representatives. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platform solutions.

Michael Schmidt is a Series 66-registered advisor with Citigroup Global Markets, based in Smithtown, NY, and has 10 years of industry experience. He has worked at Citigroup since 2016. 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 and combines large institutional scale with unique market roles and commercial arrangements.

Gregg Marsden is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. He has also operated his own business since 2014. 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 and maintains significant institutional capabilities, including in-house research and operations as a swap dealer and futures commission merchant.

Marc Zimmerman is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 39 years of industry experience. His career includes roles at Legend Equities Corporation and Legend Advisory Corporation before joining PlanMember. Outside of his advisory work, he is involved in life insurance sales and services through Mutual Inc and Daybright Financial. 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 utilizes a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, supported by education, seminars, and personalized retirement planning services.

Sam Kaplan is a Series 65-licensed advisor with Kestra Advisory and has three years of industry experience. He is also the president of Sam H. Kaplan Management Consultants, an accounting consulting firm he has led since 2014. Prior to joining Kestra Advisory in 2023, Kaplan managed his consulting business starting in 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers a range of services such as fiduciary consulting, vendor benchmarking, plan design, and discretionary investment management, serving a diverse client base that includes sovereign wealth funds.

Nicole Taggart is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing one year of industry experience. Prior to joining Kestra, she held roles at MassMutual Life Insurance Company and Blue Ocean Wealth Solutions, LLC. Outside of her advisory work, she is also engaged in financial planning activities through Coastline Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and managed account solutions, serving large institutional investors and utilizing multiple management platforms and third-party solutions.

Peter Gawreluk is a CFP® professional with 31 years of industry experience, currently with Commonwealth Financial Network since 2015. He is also the owner of Personal Planning Inc., operating as Capital Financial Planning, and conducts fixed insurance sales under the same name. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Saranto Calamas is a financial advisor at Kestra Advisory with four years of industry experience. He holds Series 63 and Series 65 licenses and operates an accounting firm, Saranto Calamas, CPA, PC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including sovereign wealth funds. The firm offers fiduciary consulting, plan-level investment advice, and uses multiple management platforms and third-party solutions within a supervisory framework.

Christian Andreoli is a financial advisor at Primerica Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Strategies for Wealth, and Guardian Life Insurance Company. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and fee-based advisory services along with financial and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.