Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Matthew Rapoport is a CFP® professional with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Purshe Kaplan Sterling Investments, Blue Water Advisors, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Marc Merber is a Series 63 licensed financial advisor with 33 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2014. Outside of his advisory role, Merber serves as a director on his cooperative board in Lynbrook, NY. 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, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions tailored to client needs.

Steven Mense is a financial advisor with Guardian Life and holds a Series 63 designation. He has 31 years of industry experience, including roles at Guardian Life, Park Avenue Securities, Mass Mutual Investors Services, and Massachusetts Life Insurance Co. In addition to his advisory work, he is the owner of a real estate business, Judas Enterprises. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers a range of financial planning, discretionary and model-based portfolio management, and access to proprietary and third-party investment solutions.

James Roche is a CFP®, ChFC®, and holds a Series 66 license, with 13 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2012. 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 consulting services, blending advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Kenneth Harper is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 credential and 23 years of industry experience. He has previously worked at LPL Financial, Invest Financial Corp., and Booth Financial Associates. Harper serves as a board member and bookkeeper for the Newtown Rotary Club Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Jared Jones Crosby is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Bank of America, N.A. and Merrill. Crosby has been with TIAA and TIAA-CREF since 2022 and 2025, respectively. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

James Congema is a financial advisor with Kestra Advisory Services LLC and Kestra Investment Services LLC, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining Kestra in 2022, he spent 11 years at Wells Fargo Advisors Financial Network LLC and served in the New York City Fire Department for 21 years. He operates a personal S corporation for accounting purposes related to his financial advising activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients including large institutional investors.

Christopher Jones is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Commonwealth Financial Network and has prior experience at Securities America Advisors, Inc. and OSAIC. In addition to his advisory work, he spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Maria Giatzikis is a financial advisor at Wealth Enhancement Advisory Services, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at the Department of Education and Chase Investment Services Corp. Wealth Enhancement Advisory Services (WEAS) serves individuals, high-net-worth clients, corporations, and retirement plans with financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets across a broad advisor network, using diversified, risk-class based strategies that combine passive and active management alongside quantitative, momentum, and fundamental analysis.

Bryan Carlucci is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life and Northeast Financial Network, as well as previous employment in diverse fields such as hospitality and education. Outside of his advisory duties, he engages in independent insurance activities unrelated to Guardian Life. Guardian Life’s Park Avenue Wealth Management subsidiary provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Thomas Lynch is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with VALIC Financial Advisors since 2013. In addition to his advisory role, Lynch works as an agent for Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Devon Yogman is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at several major firms including JP Morgan Securities, Bank of America, Merrill, TD Bank, HSBC Bank, and served six years in the United States Army. 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 uses multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Anthony Ferreri is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for the Greater Sayville Chamber of Commerce, where he participates in local business advocacy and community activities. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Gruseke is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bienville Capital Management, Keefe, Bruyette & Woods Inc, and Fieldpoint Private Securities LLC. His current role at Rockefeller began in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a comprehensive investment platform through Rockefeller Global Investment Management, delivering customized solutions across equities, fixed income, and alternatives.

Christopher Castellano is a CFP® professional with 14 years at Wealthspire Advisors and five years of industry experience. He is based in Melville, NY, and has spent his career with Wealthspire Advisors since 2012. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework overseen by an investment committee.

Matthew Newfield is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kevin Cohen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Citigroup since 2019, following a four-year tenure at Bank of America and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Matthew Pascale is a financial advisor with Hightower Advisors holding a Series 66 license and four years of industry experience. He previously worked at Fidelity Investments and State Farm Insurance Company. Outside of his advisor role, he is the owner of Nxt Lvl Ventures LLC, a non-investment related business. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and diverse investment vehicles.

Pauline Healy is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Eagle Strategies since 2018 and has simultaneous roles with NYLIFE Securities LLC and New York Life Insurance Company since 2012. Outside of her advisory work, she serves as a trustee on the Queens Library Board of Trustees. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.