Nicholas Domino is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has worked with Park Avenue Securities since 2018 and Guardian Life Insurance Company of America since 2013. Outside of his advisory roles, he is involved in writing disability insurance cases through MetroDi and serves as an independent contractor for life and disability insurance with Lion Street. Park Avenue Securities LLC serves a broad 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, and supports various account-level services such as lending solutions and donor-advised funds.

Charlie Tarazona is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Broadridge/Solomon Page and Columbus Delivery. Outside of his advisory role, he is also an independent insurance agent focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary, recommendation-based advice.

Jimmy Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Citigroup, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Stephen Polizzi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Neuberger Berman and Mass Mutual Life Insurance Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market offerings.

John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Zachary Fu is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Equitable Advisors LLC, UBS Financial Services Inc., and AXA Advisors LLC. Outside of his advisory roles, he serves as an officer of EZ Pension Services, LLC, and holds fiduciary responsibilities as an executor and trustee for family estate matters. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory solutions to individuals, retirement plans, charitable organizations, and corporate clients.

Richard Zacharoff is a CFP® and ChFC® with 40 years of experience in the financial services industry. He currently serves with Kestra Advisory and Kestra Investment Services, LLC, and has prior experience with Guardian Life Insurance Company and Mutual of New York. He is also the owner of an insurance business, Richard E. Zacharoff & Associates, LLC, focusing on sales and marketing. 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 diverse client base including large institutional investors and sovereign wealth funds.

Robert Vilbig is a financial advisor with Citizens Securities, Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and New York Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform using ETF-based portfolios and discretionary managed accounts, operating also as a broker-dealer and insurance agency.

Jesse Mistretta is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has prior work experience with New York Life and in legal roles, including at Hollander Law Group and the Nassau County District Attorney's Office. Mistretta holds a Juris Doctorate but is not currently practicing law. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.

Cristina Capone is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, Capone owns and leads a wedding and event planning company. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through a mix of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, employing fundamental, technical, and quantitative analysis with ongoing portfolio monitoring.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Christopher Benton is a financial advisor with Rockefeller Financial LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Rockefeller Capital Management, he worked at Morgan Stanley and Harley Capital. Benton’s background also includes community involvement through roles at the Wakeman Boys and Girls Club and local schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer platform and provides a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Frank Petrilli is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Apple Bank, Infinex Investments, Citigroup, and HSBC Securities. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegation of investment analysis and account management to its representatives.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ally Invest Securities LLC. Outside of her advisory role, she serves on the Board of Directors for the New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers using a technology platform by Envestnet and custody through Pershing.

Minhua Chen is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding a ChFC® designation and Series 63 license, with 24 years of industry experience. Prior to joining Eagle Strategies in 2023, Chen has worked with NYLife Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Andrew Hite is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

Frank Barone is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Holland Sullivan Jr. is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked with Register Financial Advisors, Register Financial Associates, Inc., and DeltaWing Technology Group, Inc. Outside of his advisory work, he is a managing member of Black Gold Productions, LLC, a family-owned children’s entertainment center concept. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions including separately managed accounts, mutual funds, ETFs, alternatives, and exposure to digital-asset products.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Meskunas serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning programs. The firm utilizes various investment approaches, including strategic and tactical asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 31, 2025.

Andrea Owen Boyd is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, LPL Financial, and AXA Advisors. Outside of her advisory role, Boyd is involved in community activities such as assisting with evangelism and event planning at Grace United Methodist Church and coordinating alumni activities for Morant Bay High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.