Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has extensive experience with related entities, including MirQuest Financial, LLC and Ameritas Life Insurance. Outside of his advisory role, he serves as president of MirQuest Financial, LLC and executive director of MirQuest Insurance Services, LLC, where he is involved in agent recruitment, training, and business planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of portfolio management strategies and investment products across multiple platforms, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2022 and previously spent 12 years at TIAA-CREF. He serves on the board of the nonprofit Mt Olivet Cemetery. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture model with affiliated and third-party platforms, offering discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Katherine Agrillo is a financial advisor at Carson Wealth with ChFC® and Series 63 credentials. She has over 28 years of industry experience, including prior roles at The Pinnacle Financial Group and LPL Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at HSBC Securities and its affiliate HSBC Bank USA N.A. since 2006. In addition to his advisory role, he serves as a Bank Officer at HSBC Bank USA N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation advice with due diligence and ongoing fund monitoring, offering both U.S. and offshore investment solutions.

Alex Szczepanski is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he held roles at Dereli Hospitality Corp and Jetrod Restaurant Depot, among other positions. He has also been involved with Binghamton University and the Developmental Disabilities Institute. 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, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Anjian Su is a financial advisor at HSBC Securities (USA) Inc. in Flushing, NY, with 21 years of industry experience. He has held Series 63 and Series 66 designations and has worked at HSBC Bank USA and HSBC Securities since 2007. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, providing both client-directed and discretionary portfolio management options.

Christina Lin is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY. She holds Series 65 and Series 63 licenses and has nine years of industry experience, including roles at ABI FI Corp. and NYLIFE Securities LLC. Outside of advising, she works as a certified translator providing services for New York State agencies. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis.

Abel Joseph is a financial advisor at Guardian Life with Series 66 credentials and four years of industry experience. He has worked at Park Avenue Securities since 2022 and has been associated with Guardian/GHF since 2021. Outside of advising, he works part-time with a health insurance agency and with Instacart. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms, tailoring client relationships through financial planning, consulting, and access to insurance products and alternative investments.

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis.

Michael Monteverde is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale alongside specialized market roles.

Paul Orbon is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked with MLB and St. John's University. Outside of his advisory role, he has been involved with Next Level Baseball. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Kareem Roberts is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2021. In addition to his advisory role, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Siying Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Transamerica, Huang has worked with firms including OptionMetrics, LLC and Solomon Silver Care Inc (UnitedHealthcare). Huang is also involved with several other business activities including insurance and tax service companies. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers a comprehensive suite of advisory and broker-dealer services, combining proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Xun Hu is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2023, following roles at J.P. Morgan Securities LLC and Gelivable Agency Services. 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 combines large institutional scale with unique market roles, including in-house research, security pricing, and acting as a swap dealer and futures commission merchant.

Arthur Falkowitz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Brett Reiss is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is a passive shareholder in a family-owned Subchapter S corporation that owns a warehouse/light industrial building. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage services, financial planning, and various advisory programs.

Kevin Reilly is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation along with a Series 63 license. He has eight years of industry experience and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Robert Funk is a financial advisor with Independent Financial Partners, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Bespoke Investment Group, Innovation Partners, Clearview Trading Advisors, and Navellier & Associates. He also manages AlphaLogic Wealth Management, a financial planning and investment management business in Bayside, NY. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm’s decentralized advisory model allows investment strategies to be set by individual representatives while offering centralized asset management options and notable retirement-plan advisory and pension consulting capabilities.

Danny Sarfati is a financial advisor with Citigroup Global Markets, holding Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He previously worked at JPMorgan Securities LLC for seven years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with unique market roles, including in-house research, swap dealer activities, and bespoke solutions for high-net-worth relationships.

Aderonke Ayangbesan is a financial advisor with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. She has 16 years of industry experience and has previously worked at Wells Fargo and Merrill. Ayangbesan is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and administrative services.