Christopher Liu is a CFA® charterholder with one year of experience in financial advising at Transamerica Financial Advisors. He has a diverse professional background including roles at SandP Global, Thomson Reuters/Refinitiv, and Cantor Fitzgerald Securities. Outside of finance, Liu serves as Board Chair of Braata Productions, an organization focused on Caribbean arts and culture. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, utilizing model portfolios and third-party managers through multiple program platforms.

Gary Murano is a CFP® and holds the Series 66 designation. He joined Eagle Strategies (NY Life) in 2026 and has prior experience with firms including Shufro, Rose & Co., LLC and Hudson Dynamic Retirement. His background also includes roles outside traditional financial advising, such as work with At Your Service Staffing and Lessing's Hospitality Group. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Jason Rubinstein is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, JP Morgan Securities LLC, and Ameriprise Financial Services LLC. Rubinstein 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 unique market roles, including operating as a swap dealer and futures commission merchant.

Joanann Natola is a financial advisor with Commonwealth Financial Network and Element Financial Group, holding a Series 66 designation and over 30 years of industry experience. She has been with both firms since 2011. Outside of her advisory role, she is a managing partner and co-owner of Element Financial Group, LLC, and serves as a co-trustee of a non-family insurance trust. 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, including discretionary model portfolios and personalized indexing options, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

James Mantione is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked with Private Advisor Group since 2012 and LPL Financial since 2011. Mantione is also an agent for life insurance and fixed annuities. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

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 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including HSBC Securities USA and HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles.

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.

Paul Mckee is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, he occasionally assists clients by coordinating life insurance quotes through an insurance broker. 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 primarily through a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Patrick McGovern is a financial advisor at OSAIC Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at American Portfolios Financial Services, Inc. for ten years. McGovern serves as Director of Operations and Finance at PPS Advisors, Inc., an S-Corp, where he manages operations and supports advisors and clients. He is also a licensed Life and Health broker, although he does not engage in sales, and he serves as a notary public. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm delivers investment management and related financial services through various program models, combining proprietary guidance with third-party platforms, and offers access to alternative investments and affiliated financial capabilities.

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.

Sean Kennedy is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management since 2022, following a 12-year tenure at UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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 with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Hanover Insurance Group and the University of Hartford. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of proprietary and third-party investment advisory programs with both discretionary and non-discretionary options.

Angel Vidal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His background includes roles at Student Optimum Services and as founder and executive director of Elevation Baseball & Leadership Academy, a nonprofit focused on youth baseball training and leadership development. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and a range of investment programs.

Kevin Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Brokers International Financial Services, Allergenis, and Kinesso. He is also involved in Eghrari Wealth Training LLC, where he provides investment coaching and client account management. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers continuous asset management, financial planning, and access to third-party manager programs, utilizing a range of portfolio management approaches across multiple custodial platforms.

Jeanna Manana is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and three years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. Her background includes roles at Bank of America, TD Bank, Citibank, and telecommunications companies. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm operates with large institutional scale and maintains in-house research and specialized market roles, including futures commission merchant and swap dealer services.