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.

Kevin Givens is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds the Series 63 designation and has worked at Equity Services Inc since 2018. Prior to that, he was with National Life Group, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Outside of his advisory role, he is an agent for MAVERYCK Insurance Agency and Eastern Advisory Group, selling life, health, disability, and long-term care insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

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.

Frank Grasso is a financial advisor with Equity Services, Inc. holding the CFP® designation and Series 63, 65, and 66 licenses. He has over 43 years of industry experience and previously worked at firms including Cetera Advisor Networks LLC and North Ridge Securities Corp. Outside of finance, he is involved in music as a professional piano player and holds leadership roles in music publishing and entertainment management organizations. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, and retirement plans. The firm offers multiple advisory platforms using third-party asset managers and combines long-term strategies with options for shorter-term trading.

Jorrell Bland is a CFP® professional with six years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at Mitlin Financial and New York Life Insurance Co. Bland is a board member of FPA Next Generation Planner, contributing to the editorial decisions for its financial publication. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan fiduciary services and conflict-of-interest transparency.

Matthew Mccabe is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation. Prior to joining Equity Services, he has worked at firms including Eastern Advisory Group, Big Think Capital, and LPL Enterprise. 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 uses multiple advisory platforms, often incorporating third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

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.

Kristin Lanzi is a financial advisor at Lincoln Investment with 19 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2011. Prior to that, she was with Capital Analysts, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and combines advisor-led guidance with fiduciary retirement advice.

Lori Siro is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 21 years of industry experience. She previously worked at Lincoln Investment and Legend Equities Corporation and is also the president and sole shareholder of LJ SIRO CPA SERVICES PC, a CPA firm that provides tax and business services to approximately 250 clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Vance Brown is a financial advisor at Kestra Advisory with five years of industry experience. He previously worked at Williams Jones Wealth Management, LLC and Williams Jones & Associates, accumulating eight years across both firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Vincent Napolitano is a financial advisor with Kestra Advisory in Port Jefferson, NY, holding a Series 63 designation and 11 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and CA Technologies. He is also involved with Coastline Wealth Management, providing insurance products such as life insurance and annuities to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with services including fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds.

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.

David Schnall is a financial advisor with Kestra Advisory, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Kestra in 2024. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions, serving clients that include large institutional investors such as sovereign wealth funds.

David Hull is a ChFC® credentialed financial advisor with 28 years of industry experience, currently with Equity Services, Inc. in Hauppauge, NY. His prior experience includes roles at National Life Group, Cetera, and Allstate Insurance Company. In addition to his advisory work, he serves as Managing Director and Compliance Officer at Eastern Advisory Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses third-party asset managers, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.