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.

Lynn Vernillo is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 16 years of industry experience. She has worked at firms including MERRILL LYNCH from 2007 to 2017, Wells Fargo Clearing Services LLC from 2017 to 2020, and ProHealth Cardiology since 2021. Vernillo is based in Garden City, NY. Janney Montgomery Scott LLC is a 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 plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

William Katz is a financial advisor with Primerica Advisors in Garden City, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1992. Katz serves as a trustee for family trusts. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of investment strategies through proprietary and third-party platforms.

Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

Helena Lee is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at NYLife Securities LLC and New York Life Insurance Company since 2018. Prior to her advisory career, she was a homemaker from 2014 to 2018. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Marolyn Liang is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Park Avenue Securities and MML Investors Services. Liang also has a background involving insurance activities outside of her primary role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services utilizing proprietary and third-party models.

Joseph O Donnell is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in business planning for a group benefits provider serving a union fund. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and financial planning solutions.

Gregory Scheinberg is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 designation and bringing 12 years of industry experience. He has worked with multiple firms, including Ameritas Life Insurance Corp of New York and The Integrated, and is also involved as a partner in a retail business that sells items on Amazon. 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 offers various asset management and financial planning services across discretionary and non-discretionary programs, utilizing a range of portfolio construction tools and third-party technology.

Thomas Cordovano is a CFP® professional with 41 years of industry experience, currently serving at Corient. His prior roles include positions at La Ferla Group LLC and Purshe Kaplan Sterling Investments. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

Lorena Braunstein is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with HSBC Securities since 2019 and concurrently serves as a bank officer for HSBC Bank USA, N.A. Braunstein also owns and operates an organization focused on promoting advanced education for teachers and educators. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary portfolio options with investment strategies developed alongside HSBC Global Asset Management.

John Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at WealthShield Partners, Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Anthony Larocca is a financial advisor with Money Concepts Capital Corp in Williston Park, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Money Concepts Capital Corp since 2014. Outside of his advisory role, Larocca is president of a company focused on sales and marketing of insurer-related products including health, disability, and long-term care insurance, and he also works as a business consultant during non-securities hours. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Brian Mirman is a Series 66-registered financial advisor at Corient with two years of industry experience. Prior to joining Corient in 2025, he worked at Northwestern Mutual Investment Services LLC, James Pruitt, Prudential, and ThinkEquity LLC. Outside of financial services, he has experience mentoring through the Kelley to Kelley Mentoring Program and has worked in the food service industry. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Ankur Manchanda is a CFP® professional with 22 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with both Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Manchanda is also involved in insurance sales and financial services through his roles in Ankur Manchanda, LLC and Q6 Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing discretionary and non-discretionary assets for a broad client base.

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.

Candida Hinton is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including roles at Milbank LLP and ArentFox Schiff LLP, and has been involved with New York State of Health, the Official Health Plan Marketplace, as well as serving as a New York Notary Public. Outside of her advisory work, she is the sole proprietor of Sparks Fly, an author business established in 1995. Transamerica Financial Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of fee-based advisory programs and commission-based brokerage products, utilizing proprietary and third-party investment models with discretionary and non-discretionary options.

C Risque Downes is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill for 19 years before joining Citizens Securities in 2024. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Giscard Chery is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Merrill, with multiple tenures at HSBC entities. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, in addition to his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios and integrates global asset management expertise with a multi-profile investment approach.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.