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 worked at Lincoln Investment since 2023. In addition to his advisory role, he is a discovery team member at The Campbell Law Group, P.A., where he conducts discovery for legal clients and firm marketing. Lincoln Investment Planning, LLC serves a broad client base including individual and 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 & Research team that designs model portfolios and adaptive investment strategies.

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. He holds Series 65 and Series 63 designations and has five years of industry experience. Before joining Equity Services, he worked at National Life Group and has over three decades of experience with Fidelity National Title Insurance Company in financial statement reporting and accounting. He also prepares tax returns seasonally through a separate tax preparation service. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing both long-term investment strategies and options for shorter-term trading through a network of investment adviser representatives.

David Jensen is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Equity Services in 2019, he worked at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his financial advisory role, Jensen is involved in janitorial and handyman services through his position as president of Quanasta, Inc., a business providing janitorial services. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, providing multiple advisory platforms that include the use of third-party asset managers and model portfolios.

Xiomara Avecillas is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018, including roles at Citibank and Francesca's prior to her current position. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs, execution and custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines institutional scale with specialized market roles.

Nicholas Cava is a CFP® professional with 39 years of industry experience. He has been with Planmember Securities Corporation since 2010 and concurrently serves as Vice President at Mutual, Inc., a position he has held since 1993. He also acts as trustee for familial trusts. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios that range from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Theodore Kanakaris is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northwestern Mutual in various capacities. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and both wrap and non-wrap platforms.

Joshua Kroitor is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2014. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with in-house research and unique market roles.

Glenn Gordon is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is active as a life insurance agent, analyzing insurance needs and recommending appropriate policies including long-term care and fixed annuities. 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 and model portfolios, including traditional asset allocation and legacy market-timing and momentum-based strategies.

Seth Schoen is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Oppenheimer, Guardian Life, and Asgard Regulatory Group. Seth is based in Oakdale, NY. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Michael Hackett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 23 years of industry experience. He has worked at Mutual Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources, alongside maintaining a self-employed practice for over two decades. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling within a structured, strategic asset allocation framework.

Patricia Douglas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Citigroup since 2017, following prior roles at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, managing multi-asset strategies through both discretionary and non-discretionary programs.

Shane Maer is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and 22 years of industry experience. He has been associated with Main Street Financial Group and Kestra Advisory Services since 2007. Outside of advisory work, he owns a business called MSFG The Deuce Inc. and is appointed with insurance companies through Access Brokerage to provide insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving some large institutional investors such as sovereign wealth funds.

Thomas Kellerman is a financial advisor at Integrity Alliance, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes work at several law firms and financial institutions. In addition to his advisory role, Kellerman is an estate planning attorney involved in developing trusts and medical directives and participates in a member organization for attorneys focused on enhancing securities knowledge. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party investment platforms.

Glenn Rudy is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 50 years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Clearing, with a brief tenure at Oppenheimer. &PARTNERS serves a wide range of clients, including high-net-worth individuals and institutional investors, offering investment management, financial and tax planning, and retirement plan services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and offers advisory services through both in-house and third-party managers.

Richard Colarossi is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 29 years of industry experience and has been with Commonwealth since 2013. He currently also works at Colarossi & Torre, Financial Advisory Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services.

Robert Campbell is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Farther and has previously worked at Ameriprise, Bank of America, and Merrill Lynch. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity involved in investment-related activities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

James Manzolillo is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is a member of Driftwood Unit 10, LLC, a venture involved in property ownership for personal vacation use. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Theodore Marohn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Janney Montgomery Scott since 1984. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.