Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.

Anthony Dipietro is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at VOYA since 2016 and previously at UBS Financial Services. Outside of finance, he operates a photography business and serves in local government roles, including council member and mayor in Galloway Township. He is also a contributing author on responsible money management and participates in community boards such as a Catholic school advisory board and a surfing club committee. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients, providing financial planning, portfolio management, and advisory services. The firm employs a combination of in-house and external strategies, leveraging technology and model portfolios, with a notable focus on non-discretionary client relationships.

Peter Mc Kenna is a financial advisor with Janney Montgomery Scott in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Eagle Strategies (NY Life) for ten years before joining Janney Montgomery Scott. Outside of his advisory role, he coaches youth baseball for East Meadow Little League. 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 with brokerage, financial planning, and advisory services, utilizing a mix of in-house and third-party portfolio management across multiple programs.

Calum Leonard is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS, Gex Capital, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 in-house research and specialized market roles, providing a broad range of advisory and execution services.

Cole Fleming is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2012. Fleming is also involved as an agent selling fixed life insurance, health, disability income, and long-term care insurance through separate agencies. 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, frequently partnering with third-party managers, and combines long-term investment strategies with options for shorter-term trading.

David Herrington is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, Merrill Lynch, and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Dominick Citera is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Melville, NY, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equity Services and National Life Group since 2010. Outside of his advisory work, Citera serves on the board of directors for the Mercedes-Benz Club of America, a car club that organizes shows and events. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Michael Romeo is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at CGAA, Suny Oneonta, and Hometown Atlantic Inc. 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, delivering advice through various managed-account programs on the Fidelity-supported FMAX platform.

Anthony Speranza is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Citi Bank, United Mortgage Company, and New York Life Insurance Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 and maintains large institutional capabilities such as in-house research and specialized market roles.

Michael Di Marco is a CFP® with 10 years of industry experience and is currently affiliated with Guardian Life and its subsidiary, Park Avenue Securities. His career includes nearly three decades at American Express Financial Advisors Inc. and IDS Life Insurance Company, as well as over two decades at Country Fair Management LLC. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and advisory programs, including proprietary and third-party investment solutions.

Eric Greengold is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to his current role starting in 2016, he worked briefly at Bowlmor. Outside of advising, he has worked as a bartender at Grimm Artisanal Ales and provided administrative support for Pension Actuarial Consultants. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies, with an emphasis on client-approved, non-discretionary account management.

Ronald Posnack is a CFP® with 42 years of experience in the financial industry, currently serving as an advisor at Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation, where he held roles spanning over three decades. Outside of advising, he operates a personal income tax preparation service and is involved as a director and owner of a local senior soccer league. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house investment management and research team and uses both advisor-led and model-driven approaches.

Michael Faraci is a financial advisor with PlanMember Securities Corporation in Farmingville, NY, holding Series 63, 65, and 66 licenses and bringing eight years of industry experience. His career includes roles at Manhasset Benefits Trust and Transamerica Financial Advisors, as well as founding a private math tutoring practice. He has also worked as a math teacher for the Manhasset Union Free Schools and serves as chairperson of the Manhasset Benefits Trust. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Guardian Life and its affiliates since 2012. Lev also maintains an insurance-related business outside of Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary investment management, including digital advisory solutions, and combines proprietary and third-party strategies.

Eric Goldberg is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Ameritas Investment Corp. He is also involved with DiPaola Financial Group, where he works as a financial advisor focusing on insurance and financial 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 utilizes a variety of investment products and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Robert Mcintosh is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation, LPL Financial, and Invest Financial Corporation. Outside of advising, he owns and operates a tax preparation business and provides life insurance services. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Joseph Gonzalez is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including LPL Financial and Chase Investment Services Corp. Outside of his advisory role, he is a senior associate at DiPaola Financial Group, involved in selling fixed insurance products. 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 employs a variety of model portfolios, mutual funds, ETFs, and individual securities, and leverages multiple program platforms and third-party technology to build and manage portfolios.

Randy Brickman is a financial advisor with Primerica Advisors, holding a Series 63 designation and 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2015. Outside of advisory work, he serves as president of a BNI referral marketing group. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management through a combination of discretionary and non-discretionary strategies, including mutual funds, ETFs, and alternative investments.

Alexander Dudley is a CFP® and ChFC® credentialed financial advisor with three years of industry experience. He currently works with PlanMember Securities Corporation and has prior experience with Mutual, Inc. DBA JTeam. Outside of his advisory role, Dudley is involved in soccer coaching through Royal Sporting Group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing risk-based mutual fund portfolios and offering education and support services to plan sponsors and participants.

Lawrence Barth is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2016. He serves as President of Eitz Chayim Dogwood Park, a synagogue where he helps manage operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charities, and corporate clients with financial planning, brokerage services, and investment advisory programs. The firm offers discretionary and non-discretionary portfolio management using both proprietary and third-party models.