Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Thomas Spuhler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and having 26 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Blair Insurance Agency LLC, Ameritas Investment Corp, and Independent Financial Solutions. 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. The firm utilizes a range of investment vehicles and program platforms, combining model portfolios and third-party managers to deliver customized financial solutions.

Daniel Jagiello is a Series 66-licensed financial advisor with seven years of industry experience, currently with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Royal Alliance, and Lighthouse Financial Network. Outside of his financial career, he coaches and instructs youth baseball. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Mark Zias is a financial advisor at Guardian Life with 11 years of industry experience. He has been with Guardian Life since 2014 and worked at Park Avenue Securities from 2015 to 2017. In addition to his advisory role, he is also an independent contractor involved in insurance sales outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions tailored to client needs.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.

Lawrence Cohen is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Cohen also engages in selling insurance products through Ash Brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. 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.

Jermaine Matthews is a financial advisor with OSAIC Institutions, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

Bury Barbier is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Infinex Investments, Inc. since 2013. Outside of his advisory role, Barbier is part owner of Printer Support Group, a printer repair service, and operates Integral Capital, a group insurance and commercial loan brokerage business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account options.

Anthony Mammano is a financial advisor at Guardian Life and holds a Series 66 designation. He has one year of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance Company, Cbiz Marks Paneth, and Mercy University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, offering services that include financial planning, consulting, and access to both proprietary and third-party advisory solutions.

Qian Li is a financial advisor at Guardian Life with six years of industry experience. Li holds the Series 63 and Series 66 designations and has worked at Park Avenue Securities since 2022. Outside of advisory work, Li is a broker for East and Ocean Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers tailored financial planning and investment management through both advisor-led and model-based strategies, with access to proprietary programs and third-party platforms.

John Falco is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with Equity Services since 2015. In addition to his advisory role, he owns and operates an insurance brokerage focused on life, health, disability, and long-term care insurance sales. 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 that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

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, holding a Series 63 designation and over 33 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company for the past decade. Domenitz is involved in outside insurance sales and holds ownership interests in several business entities related to insurance and benefits. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions through advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

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.

Christine Wolferman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Citi since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing both discretionary and non-discretionary investment solutions.

Frank Bove is a financial advisor with Guardian Life, holding the PFS™ and Series 63 designations and bringing 26 years of industry experience. He has worked at Guardian Life Insurance Company of America since 2010 and is also a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. In addition to his advisory work, he provides tax and accounting consulting services. Guardian Life, through its Park Avenue® Wealth Management subsidiary, serves individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

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.