Christian Andreoli is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked at firms including Ameriprise and Strategies for Wealth. He is currently affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Aileen Michalec is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at HSBC Bank USA, N.A. for seven years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operations as a swap dealer and futures commission merchant.

Philip Giammarino is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior work includes positions at UBS Financial Services and several wealth management firms. Outside of his advisory role, he is involved in managing private real estate investments and serves as president and co-owner of back-office operations companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Paul Romanello is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Oppenheimer since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to client objectives.

Shanti Ramsahai is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA, Inc., HSBC Securities USA, Inc., Sterling National Bank, and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers 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, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Connor De Graff is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott intermittently since 2021. He also has experience at Temple University and briefly at Fatfish. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Virginia Bove Grier is a financial advisor with Primerica Advisors and holds a Series 63 designation. She has 10 years of industry experience and has worked primarily with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves on the board of the John T. Mather Memorial Hospital Foundation. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of proprietary and third-party investment strategies across multiple platforms.

Craig Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank for over a decade prior to joining Janney Montgomery Scott. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Christopher Lo Sardo is a financial advisor with Kestra Advisory holding a Series 66 designation. He has prior experience at LoSardo Solutions, LLC and Septodont before joining Kestra Advisor Services, LLC and Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Tyler Mc Cabe is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and eight years of industry experience. His career includes roles at Mutual Inc., PlanMember Securities, Axa Advisors, LLC, First Standard Financial, and THE PIE. He is involved in securities and insurance sales through Mutual Inc. and 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 uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Hannah Melandro is a Series 66-licensed financial advisor with Lincoln Investment, where she has worked since 2025. She has one year of industry experience. In addition to her advisory role, Melandro teaches business education for grades 7-12 at Sayville Public Schools and creates and sells digital teaching resources. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Stephen Mincone is a CFP® professional with 10 years of industry experience. He is currently a financial advisor at Kestra Advisory Services, LLC and Coastline Wealth Management, where he has worked since 2019. Prior to that, he was with Ameriprise Financial Services, Inc. from 2015 to 2019. Mincone is the founder and owner of Mincone Wealth Strategies, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and use of multiple management platforms. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Charles Tamburello is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Lincoln Investment Planning Inc. since 2010 and has been affiliated with Hofstra University since 1983. Outside of his advisory work, he manages a residential property rented to his son. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b)/457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting using a combination of in-house model portfolios, third-party managers, and discretionary strategies.

Kevin Filosa is an associate advisor at Kestra Advisory with 37 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 10 years before joining Kestra in 2024. Outside of financial advising, he is involved in the sale of timber through a lumber company in Brooklyn. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and uses multiple management platforms to serve a diverse client base, including large institutional investors.

Howard Mascoe Jr. is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at National Life Group, Equitable Advisors, LLC, and Primerica Advisors, among others. Outside of his advisory work, he has been a sales associate at Venus Et Fleur. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and third-party asset managers, blending long-term strategies with options for shorter-term trading, and offers both discretionary and non-discretionary management approaches.

Christopher Ferrara is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 designations and 26 years of industry experience. He has worked with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Outside of his advisory role, he serves as president of Bradford Solutions, Inc., a company involved in financial and tax reporting, and acts as a commissioned salesperson for Bartow Insurance Agency. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Daniel Conforti is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Outside of finance, he is a New York State certified baseball umpire, officiating high school games in Eastern Long Island. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivatives services.

Vincent Tamburello is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has a background that includes working at Capital Analysts and serving as a discovery team member at The Campbell Law Group, P.A. Outside of advising, he is involved in legal discovery work and is president of an advisory corporation used for tax and accounting purposes. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history serving educators. The firm offers financial planning, advisor-led consulting, and diversified portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Tracey Marz is a financial advisor at GWN Securities Inc. with 10 years of industry experience. She holds a Series 63 designation and has worked at GWN Securities since 2016. Outside of her advisory role, she serves as vice president and bookkeeper for a tile construction company founded by her husband. 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 offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and manages approximately $3.65 billion across more than 37,000 client accounts.

Michael Clark is a financial advisor with Equity Services, Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at National Life Group and Equity Services since 2022 and has over three decades of experience with Fidelity National Title Insurance Company. Outside of his advisory role, Clark is involved in tax preparation through DAC Tax & Accounting Services during tax season. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, and employer retirement plans. The firm offers multiple advisory platforms often using third-party asset managers, combining long-term strategies with options for shorter-term trading.