Dylan Squeo is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets Inc., City National Rochdale, and Northwestern Mutual Wealth Management Company. His current role began in 2026 with TIAA-CREF. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolios and customized portfolio management under a fiduciary standard.

Veronica Magnotta is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she has worked as a substitute teacher providing classroom coverage and instructional support. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing Envestnet’s platform and third-party model managers.

Michael Weinstein is a financial advisor at Oppenheimer with 34 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2005. Outside of his advisory work, he is the author and photographer of the hardcover book *Ten Times Chai: 180 Orthodox Synagogues of New York City* and participates as an individual artist in art competitions and festivals. Oppenheimer serves a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services with both discretionary and non-discretionary investment approaches. The firm oversees sizable assets with varied programs in asset management, consulting, and financial planning.

Lyle Domenitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Guardian Life and Park Avenue Securities for approximately 10 years. Domenitz is involved in several business activities, including ownership interests in entities related to life insurance and general agency operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning, retirement consulting, and access to proprietary and third-party investment programs.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Frank Bove is a financial advisor at Guardian Life with 26 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advisory work, he is a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Steven Lasky is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with VOYA since 2014 and has prior experience at Pinnacle Wealth Management, New York Long Term Care Brokers, BRST Inc., and Voya Financial Partners. Outside of his advisory role, he is involved as an independent insurance agent and serves as president and partner of BRST Inc., a company managing office expenses. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of advisers, utilizing investment policy statements, model portfolios, and both affiliated and unaffiliated products to meet client needs.

Cody Tarver is a financial advisor with TD Private Client Wealth LLC in Melville, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked within various branches of TD Bank and TD Private Client Wealth LLC since 2015. 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 TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through a technology platform provided by Envestnet.

Dawn Terbush is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at New York Life Insurance Company and NYlife Securities LLC. Terbush serves as a board member of professional networking groups in Southern California and Melville, NY, and owns Terbush Management Services, Inc., which provides engineering project management services. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Ronnie Galindo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and four years of industry experience. His career includes roles at Citibank N.A. and ongoing involvement with Harvard University. Outside of finance, he serves as a bookkeeper for Lilylu Aesthetics LLC, a medical spa in New York. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Laura Kellerman is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 66 registrations and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citicorp Investment Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Christopher Liu is a CFA® charterholder with two years of experience currently based in Great Neck, NY. He works with Transamerica Financial Advisors and has held roles at several firms, including S&P Global and Cantor Fitzgerald Securities. Outside of his advisory role, he serves as Board Chair for Braata Productions, an organization that promotes Caribbean arts and culture through various events and educational programs. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Leonard Lebov is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2018. Prior to this, he was an independent consultant and spent nine years with Lone Peak Partners Management LP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary manager relationships and non-discretionary consulting.

Songqun Florence is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients through various program types.

Christopher Deo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience. Deo has been with VOYA Financial Advisors since 2014 and also works with Anthony Izzo & Associates. He serves on the Alumni Board of Directors for Long Island University’s C W Post campus. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations, combining in-house and outside strategists, model portfolios, and technology-enabled tools to implement client recommendations.

Maria Bekas is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 65 licenses and having five years of industry experience. She is the owner of Positive Wealth Strategies LLC, through which she brokers non-registered insurance products in addition to her advisory role. Her prior business experience includes ownership roles with Greek Taverna LLC and Face Organics LLC. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, supporting a variety of advisory programs within the New York Life affiliate structure.

John Cortapasso Jr. is a CFP® with eight years of industry experience, currently advising at Janney Montgomery Scott in Garden City, NY. Prior to joining Janney in 2017, he operated Chef John's Kitchen And Catering for six years. 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 wide range of clients and offers brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Jeffrey Wertheim is a CFA® charterholder with 15 years of industry experience, currently affiliated with Primerica Advisors in Larchmont, NY. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Wertheim also operates as an independent agent selling insurance-based products outside of Guardian. Park Avenue Securities serves a diverse 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, utilizing proprietary and third-party investment strategies across multiple platforms.

Wilfredo De Jesus Jr. is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. In addition to his advisory role, he owns and manages automotive businesses focused on car buying, selling, and rental services in New Jersey and New York. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services integrate proprietary and third-party methodologies with Empower’s recordkeeping and administrative platforms to deliver long-term focused financial plans and optional managed accounts.

David Silva is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.