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 with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at firms including Stark & Stark, P.C. and JP Morgan Securities. Kellerman is also an associate attorney specializing in estate planning and trusts. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm supports a large network of independent advisors managing over $5 billion in assets and offers portfolio management, financial planning, and access to third-party managers across various investment platforms.

Glenn Rudy is a financial advisor at &PARTNERS with Series 63 and Series 65 licenses and 50 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for 10 years. &PARTNERS serves a diverse range of clients including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, using both proprietary and third-party strategies.

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.

Andrew Buttelman is a financial advisor at Lincoln Investment with 43 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he spent over two decades at Legend Equities Corporation. He is also the owner of Lifestage Wealth Advisors Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad 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 & Research team and access to third-party managers.

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.

Ulander Ramesar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at M&T Bank and Astoria Federal Savings / Sterling National Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and serving as a security-based swap dealer and futures commission merchant.

Cooper Czajka is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Quest Capital & Risk Management Inc. and First Class Valet, as well as having a seven-year tenure at McDonald's. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Denis O'Leary is a financial advisor at Kestra Advisory with 10 years of industry experience. He has held roles at firms including Morgan Stanley, Hancock Whitney Asset Management and Trust, and First National Bank of Long Island Investment Management. O'Leary holds Series 63 and Series 66 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Daniel Auriemma is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000 and has over three decades of work history with Nassau BOCES and B.D.C.E.S. Nassau Tech. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse 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 model portfolios and third-party managers, supported by an in-house Investment Management & Research team that operates both strategic and adaptive investment strategies.

Joseph Roccosalvo is a financial advisor at GWN Securities Inc. with 43 years of industry experience. He holds the Series 63 designation and has worked at GWN Securities since 2005, alongside prior roles at Securities America Advisors, Inc. and Securities America, Inc. since 1999. Outside of investment advisory, he is involved in long-term care insurance sales as an AFLAC agent. 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. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Rachel Stancati is a financial advisor with Citigroup Global Markets in Port Jefferson, NY, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Citibank since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees for manager selection and monitoring.

Jarad Tong is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Citigroup, he held positions at Bank of America, Merrill, and Citibank. 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 a combination of large institutional scale and specialized market roles.

Steven Brown is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Network Investment Advisors, Sterling National Bank, LPL Financial, Capital One Advisors, HSBC Securities, and Chase Investment Services. He is also a notary public in New York, providing document notarization services to clients. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional entities. The firm offers financial planning and portfolio management through multiple platforms and uses both firm- and third-party investment models tailored to client risk profiles.