Miriam Abraham is a Series 65 licensed financial advisor with Integrity Advisory Solutions and has two years of industry experience. She previously worked at Tiger Global Management and PricewaterhouseCoopers LLP. Outside of her advisory role, she serves as an operations leader at Haas & Zaltz, LLP, overseeing workflow and training, and is a member of both the American Academy of Estate Planning Attorneys and American Academy Wealth. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and utilizes a variety of investment approaches supported by third-party platforms and affiliated program sponsorships.

Stephanie Hayes is a CFP® and ChFC® with 42 years of experience in the financial services industry. She has worked at Perigon Wealth Management, LLC since 2024 and previously spent over 16 years with Commonwealth Financial Network and three decades at Creative Financial Planning, Inc. Outside of advisory work, she is also an insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and formal annual reviews.

Niraj Chhabra is a CFP® with 19 years of industry experience, currently serving as Managing Director at Sidebar Advisors and working through Mariner Platform Solutions. He previously spent 17 years at Ameriprise Financial Services, Inc. In addition to his advisory roles, he volunteers with Savvy Ladies, providing financial advice, and conducts client seminars for the Financial Planning Association. Mariner Independent offers investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform supports model portfolios, discretionary management, and integrates institutional and retirement plan resources through affiliated entities and third-party partnerships.

Steven Smith is a financial advisor at The AmeriFlex Group with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cadaret, Grant & Co., Inc., Northeast Securities, Inc., LPL Financial, and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple wrap program options.

Yechiel Roth is a CFP® and PFS™ credentialed advisor at Archer Investment Corporation with one year of industry experience. He has owned and operated YH Roth CPA PC since 2013, providing accounting and tax services. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach includes customized portfolio management based on comprehensive financial assessments and diversified allocations across multiple asset classes.

Frank Vallorosi is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with OSAIC since 2007, including a role at Focus Financial since 2021. Vallorosi also performs compliance-related activities as a Compliance Specialist. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers, utilizing advanced portfolio management tools and providing access to multiple custodial platforms and third-party managers.

Fernando Ascenso is a financial advisor at Osaic Institutions, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and HSBC Securities. Outside of his advisory role, he manages bank accounts as a general partner in a family real estate venture. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Jennifer Uzzi is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Key Investment Services in 2026, she worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2012 through 2026. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring, due diligence, and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at LPL Financial, Mass Mutual Life Insurance Company, and Fortinet. Licata also manages Aging Issues Management LLC, a related business entity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies through both direct portfolio management and third-party managers.

Michael Magnani is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018 and previously worked at Ameriprise Financial Services for 13 years. He is also president and co-owner of Amatuzzo, Magnani & Associates, LLC, which operates as Clear Path Private Wealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and over 37 years of industry experience. He has worked with Private Advisor Group since 2005 and LPL Financial since 2003. In addition to his advisory roles, Soricelli is involved with Aging Issues Management LLC and Coldwell Banker Signature Properties as a senior real estate specialist. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Evan Galbraith is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Key Investment Services since 2018 and previously held advisory roles at First Command Advisory Services and First Command Financial Planning. Outside of his advisory work, he was involved in a personal service corporation established to assist with family estate matters. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and operates as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mordechai Meisels is a financial advisor with Primerica Advisors based in New City, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2009. Additionally, he is involved with Wealth Advisory Group LLC, which solicits non-Guardian insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and provides account-level services such as lending solutions and donor-advised fund options.

Raffaele Prospero is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021. His prior experience includes seven years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for high-net-worth and ultra-high-net-worth clients.

Evan Gutman is a financial advisor with Key Investment Services LLC in Nanuet, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience, including roles at KeyBank and Uber. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and provides access to third-party discretionary managers alongside ongoing monitoring and supervisory oversight.

Steven Bender is a CFP®-designated financial advisor with Kestra Advisory, where he has worked since 2019. He has 11 years of industry experience, including prior roles at Ameriprise Financial Services and Kestra Investment Services. Outside of his advisory work, Bender is the sole proprietor of Bender & Associates, CPAs, a tax and accounting business, and serves as CFO of IG Fruit, an importer and marketer of fresh fruit. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base including very large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

David Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Principal Life Insurance Co. Outside of his advisory career, he is involved in life settlements through ownership of related businesses and is a partner in a multisport facility called Skate Safe. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolios with client objectives.

Marc Ferraiola is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, E*TRADE Capital Management LLC, Worden Capital Management LLC, and the University of Buffalo. 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 unique market roles and provides advisory, execution, custody, and specialized lending services.

Jennifer Hatch is a CFP® professional with 36 years of experience in the financial services industry. She is affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has been leading Christopher Street Financial since 2007. Hatch serves as a board member for the Rockland Pride Center and Making Gay History. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.