Joel Talish is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of the Development Committee for the public charter middle school School in the Square in New York City. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles, with a focus on portfolio construction and risk management.

Gregory Galef is a CFP® with over 23 years of experience in the financial services industry, currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets.

Richard Flahive is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hightower Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-manager approach utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business 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 offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Kristin Fletcher is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Neuberger Berman, LLC from 1998 to 2022. 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 portfolio management, financial planning, and consulting through a Private Advisor model and offers a range of investment solutions, including direct portfolio management, third-party managers, and personalized managed accounts.

Adam Rolewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2001. Outside of his advisory role, he is involved with The Opus Foundation, which raises funds for local charitable organizations through events like golf outings and wine tastings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party managed portfolios.

Melvin Finkelstein is a Series 63 licensed financial advisor with Janney Montgomery Scott, where he has worked since 2008. He has 44 years of industry experience. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2018, following two years at AXA Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Dillon Frame is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Primerica Advisors. Outside of his financial advisory roles, he has been involved with the Village of Irvington for over a decade. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, utilizing model portfolios and customized strategies under a fiduciary standard.

Mindy Fisdel is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Ann Taylor and Wells Fargo Institutional Retirement & Trust. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a focus on non-discretionary assets and fiduciary responsibilities to retirement plan investors.

Richard Rubin is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at \u0026PARTNERS since 2025 and previously spent 11 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary account management.

Michael Murphy is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2009. Based in New York, NY, Murphy provides advisory services through a well-established firm. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

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.

Matthew Witten is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds the Series 66 designation and has been with Voya since 2014. Outside of his advisory work, he is involved in fine arts activities including stage performance, live music, directing, playwriting, and teaching, and is a member of Actors' Equity Association. Voya Financial Advisors, Inc. 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 provides a variety of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based relationships through multiple program structures.

Brendan Hand is a financial advisor with Focus Partners Wealth, LLC in Babylon, NY, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has been with The Colony Group, LLC since 2018 and previously worked at Blue Water Advisors, LLC from 2014 to 2017. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, and a variety of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture that integrates fundamental and quantitative analysis, third-party managers, and a broad array of investment strategies.

Todd Levy is a CFP® with 21 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance, Guardian Life, and Altium Wealth Management. Outside of his advisory role, he is chairman of the board for Hockey in Harlem, a nonprofit serving underserved children, and operates an organic farm as a sole proprietor. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to various investment vehicles, supported by proprietary research and operational resources.

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.

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.