Bryan Petrucci is a financial advisor with Principal Financial Services based in Melville, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with several firms, including The AYCO Company, L.P./Mercer Allied, Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. He is also involved in providing retirement planning services to employees separating from companies with ESOP plans through Great Lakes Retirement Plan Consultants. 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.

Michael Bonamarte is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Voya Financial Advisors since 2014 and also serves as president of Hudson Financial Associates LLC, an independent insurance and financial services firm. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice rather than discretionary management.

Gregory Eckl is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and nine years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2023. Outside of his advisory work, he leads an annual battlefield tour in Gettysburg and serves on the Board of Advisors at Siena University. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary investment management through proprietary and third-party models.

Richard Ludington Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures including wrap programs and third-party money manager access.

Dominic Rafetto is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2012. Outside of advising, he is involved in managing several rental properties through a real estate LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Michael Genduso is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates institutional-scale resources with specialized market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Michael Clementi is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has previous roles at The Prudential Insurance Company of America, Pruco Securities LLC, AXA Advisors, LLC, and Full Spirit Incorporated. Outside of financial services, he was involved with Phil's Vitamin Company for 15 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, providing access to third-party discretionary managers and maintaining supervisory oversight across programs.

Michael Doherty is a financial advisor at Oppenheimer with 49 years of industry experience. He has been with Oppenheimer since 2005 and holds a Series 63 designation. 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 across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Peter Klimuszko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds Series 63 and Series 65 licenses. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

David Brown is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including roles at Brown Financial Services since 2012 and Eagle Strategies Corporation since 2001. Brown is also engaged in brokering fixed insurance products for various carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on non-discretionary asset management and fiduciary responsibilities.

Juan Garcia is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Tri-Mountain Financial Group, Inc., Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he is a partner in a corporation involved in real estate investment. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Richard Rubenstein is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Rubenstein serves as Chairman of the National Board of Directors for Cure SMA and maintains a general law practice. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services. The firm employs a range of proprietary and third-party investment strategies and provides integrated financial planning, retirement consulting, and business advisory solutions.

Matthew Roche is a financial advisor at Corient with 10 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup, Santander Bank, Santander Securities, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base, including individual investors, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Terence Mcglynn is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. He also operates TGM Financial Group, focusing on fixed annuities and health insurance sales. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Thomas Garner is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. His background also includes positions at Equitable Advisors and AXA Advisors LLC. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Michael Donofrio is a CFP® professional with 28 years of industry experience, currently with Park Avenue Securities and Guardian Life Insurance Company. He has worked with these firms since 1997 and 2007 respectively. He is also the owner of Donofrio Financial Management, LLC, which handles some insurance commissions and renewals for outside carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a diverse range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Michael Burns is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 1996. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Michael Levine is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Primerica Advisors and Guardian Life Insurance Company since 2014. Outside of his advisory role, he also writes property and casualty, health, life, and long-term care insurance. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing various investment strategies through proprietary and third-party platforms.

Robert Ragusa is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Eisenhower/Cantiague Golf Course and the University of Connecticut prior to joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, managing both discretionary and non-discretionary portfolios across multiple asset classes.

Douglas Keller is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including 10 years with First Command Advisory Services and its affiliated entities. Outside of his advisory role, he is the president of Harvest Capital Services Corp and co-founder of Unlock New Worlds, a start-up virtual reality company. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.