Philip Capell is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously spent over two decades at Piermont Wealth Management Inc. In addition to his financial advising career, he provides minimal legal services through his own practice, Philip J Capell P.C. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment process combining passive and active management with quantitative, momentum, and fundamental analysis.

Eric Ferguson is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc from 2016 to 2018. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach centers on integrated service delivery combined with proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.

Gregg Reutter is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He previously worked at Royal Alliance Associates, INC. for ten years and OSAIC for one year. In addition to his advisory work, he has served as a lieutenant with the New York Police Department since 1986. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions.

George Fiederlein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2025. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, among other firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs and services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Elizabeth Dow is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as running her own independent practice. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody solutions through a technology-driven platform.

Christine Telesco is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities with a range of investment programs across discretionary and non-discretionary accounts.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY. He holds Series 65 and Series 63 licenses and has 18 years of industry experience, including prior roles at Silver Leaf Partners and Belle Haven Investments. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Lawrence Scharf is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining Steward Partners in 2026, he spent ten years at Raymond James and Associates. He is president of LS Holdings, LLC and Red Roses LLC, overseeing investment and management activities for both entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

William Cheshire Jr. is a financial advisor with Equity Services, Inc. in Melville, NY, holding a Series 63 designation and 20 years of industry experience. He has worked at National Life Group and Equity Services since 2014. Outside of his advisory role, he is involved in insurance sales, including health, dental, 401(k), and property and casualty insurance. 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 uses third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Cara Turano is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2009. 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. The firm serves clients often connected to TIAA-administered employer retirement plans and provides both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Melissa Kiser is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She has been affiliated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and managed account programs through both proprietary and third-party strategies.

Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His career includes roles at Ameritas and Empire Financial Partners, as well as ownership and leadership positions in multiple business ventures, including Integrated Hr, Inc. and Direct Care Carrier, LLC, a transportation service for home care agency employees. 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, offering a range of asset management and financial planning services through various program platforms and a broad product set.

Joseph Dominguez is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NY Life Securities LLC and New York Life Insurance Company since 2025. Outside of his advisory role, Mr. Dominguez has experience in education, having worked at several institutions including Pace University and Westchester Community College. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Adam Rude is a CFP® professional with over 22 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2017 and concurrently associated with LPL Financial, LLC since 2004. His other activities include involvement in insurance sales and financial planning through operations linked to the Lob Planning Group. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a wide range of financial planning and investment solutions through an open-architecture platform integrating multiple third-party managers.

Justin Kimmel is a financial advisor with Eagle Strategies (New York Life) and holds Series 66 and Series 63 licenses. He has four years of industry experience and has been affiliated with New York Life and its related entities since 2021. Prior to his advisory career, he worked in catering and held positions in education. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary assets, and emphasizes tailored recommendations aligned with client and plan sponsor objectives.

Bruce Lombardi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rockefeller Capital Management since 2011. 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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer of the Rotary Club of Oyster Bay. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Adam Cline is a CFP® and ChFC® with 28 years of industry experience, currently serving at Guardian Life since 2012. He holds Series 63 and Series 65 licenses and engages in additional investment-related insurance activities outside of Guardian Life. Guardian Life operates through its subsidiary Park Avenue Securities LLC, providing brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at various companies including Payarc LLC and Laguna Beach Sober Living, the latter reflecting involvement in the recovery services sector. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.