Vincent Napolitano is a financial advisor with Kestra Advisory in Port Jefferson, NY, holding a Series 63 designation and 11 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and CA Technologies. He is also involved with Coastline Wealth Management, providing insurance products such as life insurance and annuities to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with services including fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds.

Jian Liu is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and EIMC, LLC. Liu is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Joseph Gonnella Jr. is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kayla Conelli is a Series 66 licensed financial advisor with one year of industry experience, currently with Citigroup Global Markets. She previously worked at Equitable Advisors, LLC and Daniel Treacy - Equitable Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services.

Kelly Fung is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight processes, and maintains unique market roles including in-house research and swap dealer activities.

David Schnall is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 38 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2024, he worked at UBS Financial Services for 10 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional clients.

Eric Busto is a financial advisor with PlanMember Securities Corporation, holding a Series 63 credential and ten years of industry experience. He has been with PlanMember since 2016 and also operates as a self-employed tax preparer and insurance agent. Busto prepares tax documents for clients in addition to his advisory role. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Robert Davenport is a financial advisor at Farther with 31 years of industry experience. He has previously worked at Goldman Sachs and United Capital Financial Advisers, Inc. He serves as a trustee of the Bennett Family Trust, a non-investment-related family trust based in Las Vegas. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm uses a Modern Portfolio Theory-based investment approach with bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income while providing discretionary management and retirement plan consulting.

Julie Wendholt is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Kestra Advisory. Her prior roles include positions at Ameriprise and Morgan Stanley, where she worked from 2014 to 2025. Outside of her advisory work, she was involved with Sel/Body Harmonics for over a decade. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, and plan-level investment advice, managing approximately $79.8 billion in assets with a client base that includes large institutional investors.

Christopher Mezzasalma is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and NEFCU. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Kevin Hilbert is a financial advisor at Kestra Advisory with Series 63 and Series 65 licenses and six years of industry experience. Prior to his advisory career, he worked at Verizon for 27 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, compliance testing, and investment advice, and serves a diverse client base that includes sovereign wealth funds.

Carissa Luna is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citibank NA since 2008. She is also involved in educational activities spanning over 20 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional roles, including in-house research and regulatory functions.

Patricia Smagin is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill. She is also involved with Kentra Advisory Services LLC, providing fee-based investment advisory services and client reviews. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides services ranging from fiduciary consulting and plan design to employee education and pooled plan solutions, managing approximately $79.8 billion in assets with a focus that includes large institutional investors such as sovereign wealth funds.

Rw Barnes Jr. is a financial advisor at Kestra Advisory with 10 years of industry experience. He holds a Series 66 designation and has worked at Kestra Advisory since 2018, with prior experience at MassMutual and MetLife Securities. Barnes Jr. also serves as president of his own wealth management firm established for tax reporting purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms, supporting discretionary trading within its supervisory framework.

Timothy Longo is a financial advisor at Kestra Advisory with 27 years of industry experience. His prior experience includes nine years at American Capital Partners, LLC. He holds Series 63, Series 65, and Series 66 credentials. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm serves very large institutional investors, including sovereign wealth funds, and offers services such as fiduciary consulting, plan design, and advisor-managed accounts.

Charles Kateridge is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years each. Outside of his advisory role, he is president and owner of Charles Anthony Enterprises Inc, a corporation for tax purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm’s investment approach combines fundamental, technical, bottom-up, and top-down analysis, offering both discretionary and non-discretionary portfolio management along with specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Melody Fuller is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 registrations. Her prior experience includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., where she worked for over a decade. Citigroup Global Markets serves both individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, with a notable scale and market presence including in-house research and unique roles as a swap dealer and futures commission merchant.

Keith Edmonson is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at PlanMember since 2014 and has been affiliated with Mutual, Inc. since 1993, where he is involved in insurance and financial sales as well as tax preparation. Outside of PlanMember, he has a longstanding role with UPS since 2009. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services such as seminars, personalized planning, and separation counseling.

Jeffrey Spiro is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Mutual Inc. and PlanMember Securities Corporation since 2010 and was associated with the School Administrators Association of New York State from 2008 to 2025. He is also involved in the sale of fixed insurance products through MUTUAL, INC. / Daybright Financial. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework managing risk-based mutual-fund portfolios and offers education and support services including seminars and personalized retirement planning.

Steffan Hagendorf is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining Kestra in 2022. He is also involved with Hagendorf & Havell Wealth Management, providing financial and insurance services to individuals, businesses, and institutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.