James Mantione is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked at Private Advisor Group since 2012 and has prior experience with LPL Financial, Chase Investment Services Corp., and CUNA Brokerage Services, Inc. Mantione also operates James Mantione Wealth Management, Inc., through which he offers investment advisory services and holds a non-variable insurance agent license. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based advisory model combines client goal assessment with a range of investment strategies implemented via proprietary platforms and third-party managers.

Richard Hyams is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with Equity Services since 2016 and also maintains a role at National Life over the same period. Outside of advising, he is an IRS Enrolled Agent and operates a tax preparation business, East End Tax & Accounting, LLC. 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 offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Thomas Williams is a CFP® professional affiliated with Commonwealth Financial Network, holding Series 63 and Series 65 licenses, and has 37 years of industry experience. He has worked at Commonwealth Financial Network since 2013 and previously was with Colarossi & Williams, Inc. for 23 years, an investment-related firm he owns. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

David Mammina is a CFP® with 17 years of industry experience currently affiliated with Kestra Advisory. He has held roles at multiple Kestra entities and GFS Wealth Management Advisors and serves as president of DMSZ, Inc., a consulting business. Mammina is also involved in retail management and serves as a partner and financial advisor at GFS Wealth Management Advisors. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by due diligence, serving approximately $79.8 billion in assets under management.

Robert Farmand is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and manages complex institutional relationships, combining large-scale resources with unique market roles.

Melvin Tom is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at HSBC Securities USA and Banc of America Investment Services. 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 in-house research and roles as a swap dealer and futures commission merchant.

Brian Sullivan is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 registrations and has 23 years of industry experience. His prior roles include positions at Apple Bank, TD Private Client Wealth LLC, and Chase Investment Services Corp. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, using a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Justin Stone is a financial advisor with Commonwealth Financial Network based in Smithtown, NY. He holds the Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Commonwealth in 2025, he worked at Lincoln Investment and has held roles outside finance, including project management at VaynerMedia. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance infrastructure to affiliated advisors.

Patrick McGovern is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 10 years before joining Osaic in 2024. Outside of advisory work, he serves as Director of Operations and Finance at PPS Advisors, Inc. and is a Notary Public. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a diverse range of investment programs and consulting services, utilizing various strategies and platform relationships that combine enterprise scale with institutional client access.

Karlyn Grasso is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 66 designation and 13 years of industry experience. She has worked with National Life Group and Equity Services, Inc. since 2016. Outside of her advisory role, she serves as secretary and communications officer for the John C. Dunphy Private Foundation and is a board member of the Suffolk County Police Department Foundation. Equity Services, Inc. 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 model portfolios, combining long-term strategies with options for shorter-term trading.

Gavin Jeffers is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. He previously worked at Valic Financial Advisors and has been affiliated with TD Bank N.A. since 2026. Outside of financial advising, he is appointed as an agent to sell non-securities insurance products for AGIA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers. The firm emphasizes percentage-of-AUM wrap fees and operates a cross-border Private Investment Advisor model serving certain U.S. clients virtually.

Sean Kennedy is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services from 2010 to 2022 and ROCKEFELLER Capital Management from 2024 to the present. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also operating as a registered broker-dealer.

Jaime Daggett is a financial advisor with Kestra Advisory and holds a Series 66 designation. Jaime has one year of industry experience and has worked at Kestra Advisory Services, Kestra Investment Services, Coastline Wealth Management, and held teaching positions at St. Joseph's University and Lockhaven University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance testing, fiduciary consulting, and plan-level investment advice, serving clients such as sovereign wealth funds and large institutional investors.

Nicholas Bosio is a financial advisor at Guardian Life with Series 66 registration and one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and The Hanover Insurance Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to alternative investments and integrated lending options.

Kevin Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Brokers International Financial Services, Allergenis, and Kinesso. He also operated Eghrari Wealth Training LLC, providing investment coaching and client account management. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. The firm serves individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and both discretionary and non-discretionary investment solutions.

Jeanna Manana is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2025, she held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. from 2022 to 2025, among other financial institutions. 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 large institutional scale, providing both discretionary and non-discretionary solutions.

Michael Genduso is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates institutional-scale resources with specialized market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Joseph Torre is a financial advisor with Commonwealth Financial Network holding the ChFC® and Series 66 designations and has seven years of industry experience. He has worked at Commonwealth Financial Network and affiliated financial advisory groups since 2015. Torre is also the owner of J. Torre Wealth Management, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $213 billion in client assets. The firm offers managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios using internal models or through external platforms.

Michele Arnett is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at GWN Securities since 2014 and has been associated with the Center For Wealth Planning since 2007. In addition to her advisory role, she is licensed to sell life, accident, and health insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a network of approximately 423 advisors.

Brian Williams is a financial advisor with Commonwealth Financial Network based in Islandia, NY. He holds a Series 66 designation and has five years of industry experience. Williams has previously worked at Colarossi and Williams and is involved outside of finance as a bartender. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.