Jeanna Manana is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2025, she held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. from 2022 to 2025, among other financial institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Joseph Torre is a financial advisor with Commonwealth Financial Network holding the ChFC® and Series 66 designations and has seven years of industry experience. He has worked at Commonwealth Financial Network and affiliated financial advisory groups since 2015. Torre is also the owner of J. Torre Wealth Management, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $213 billion in client assets. The firm offers managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios using internal models or through external platforms.

Michele Arnett is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at GWN Securities since 2014 and has been associated with the Center For Wealth Planning since 2007. In addition to her advisory role, she is licensed to sell life, accident, and health insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a network of approximately 423 advisors.

Brian Williams is a financial advisor with Commonwealth Financial Network based in Islandia, NY. He holds a Series 66 designation and has five years of industry experience. Williams has previously worked at Colarossi and Williams and is involved outside of finance as a bartender. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Maloney is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2011. In addition to his advisory role, he serves as a loan officer arranging residential mortgage financing and is involved in community activities such as serving as president of his homeowners association and as a trustee on a local board of education. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.

Kamerick Rampersad is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 23 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. In addition to his advisory work, he provides health and Medicare insurance services and is a licensed real estate salesperson. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party strategists, and a digital advice platform.

Keith Fuchs is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 66 designation and over 23 years of industry experience. He has been with GWN Securities since 2004. Outside of advising, he sells life insurance and Aflac assurance programs, and also works as a photographer providing images of vehicles and boats for insurance claims. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Rocco Muratore is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 36 years of industry experience. He has been with PlanMember since 2010 and is also involved as Vice President at Mutual Inc., focusing on fixed insurance products and tax preparation, as well as a general partner at The Carnikki Group where he is involved in tax planning. 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’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services such as seminars and personalized retirement planning.

Peter Bartone is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 credential and 25 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is also an agent involved in the sales and servicing of life, health, and disability insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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.

Anthony Romeo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, he is a registered representative for CGAA Inc., engaging in financial services and life insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

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.

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.

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, and NEFCU. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm operates with considerable institutional scale, providing services that include advisory programs, broker-dealer execution, custody, and derivatives and futures services.

Robert Seipp is a financial advisor with GWN Securities Inc. holding a Series 66 designation and 14 years of industry experience. He has been with GWN Securities since 2015 and also works as a high school math teacher in the Wappingers Central School District, a role he has held since 1998. Additionally, he is involved in life insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning. The firm utilizes both affiliated and unaffiliated sub-advisers, employing portfolio strategies based on asset allocation, Modern Portfolio Theory, and momentum-based trading approaches.

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.

Anthony Romeo is a financial professional with 34 years of industry experience, currently affiliated with GWN Securities Inc. since 1995. He also holds a position at CGAA Inc., where he provides financial and insurance services including life, health, long-term care, and annuities. His credentials include Series 63 and Series 65 licenses. GWN Securities offers investment advisory and related services to individual and corporate clients, utilizing a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within certain legacy programs.