Shunly Wang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. Wang’s background includes roles at LSPN Pro, LLC and ownership of Ding Yu International North America, a retail business specializing in jadeite. Wang is also a Notary Public in both New York and New Jersey. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios and offers both discretionary and non-discretionary program options.

Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Nicholas Lercara is a financial advisor at Lincoln Investment with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he has been involved with youth hockey organizations, including PAL Youth Ice Hockey and Long Island Whalers Youth Hockey. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Shiraz Zaidi is a financial advisor with Kestra Advisory in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and is also associated with Coastline Wealth Management as a financial advisor. Outside of his advisory roles, Zaidi is involved in various business ventures including consulting and logistics, and he holds ownership interests in several real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments through comprehensive due diligence and serving large institutional investors, including sovereign wealth funds.

Eric Ferguson is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc from 2016 to 2018. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach centers on integrated service delivery combined with proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.

Gregg Reutter is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He previously worked at Royal Alliance Associates, INC. for ten years and OSAIC for one year. In addition to his advisory work, he has served as a lieutenant with the New York Police Department since 1986. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions.

Bertrand Thomas is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation and Transamerica Financial Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping platforms and include point-in-time financial plans and optional managed accounts.

Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His career includes roles at Ameritas and Empire Financial Partners, as well as ownership and leadership positions in multiple business ventures, including Integrated Hr, Inc. and Direct Care Carrier, LLC, a transportation service for home care agency employees. 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, offering a range of asset management and financial planning services through various program platforms and a broad product set.

Jeffrey Isaac is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, employing portfolio construction supported by Morningstar Investment Management. The firm operates at scale with a large client base and a focus on non-discretionary assets.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jason Hoffman is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including a decade at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also a notary. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Steven Wagner is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes multiple roles within HSBC-affiliated entities and Investors Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of investment strategies from client-directed to fully discretionary programs, utilizing model risk profiles and due diligence processes supported by HSBC Global Asset Management and affiliated providers.

Yahaira Tejeda Garcia is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2024 and has experience working at New York University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates institutional-scale resources with unique market roles and arrangements.

Andrew Cohen is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2004 to 2007. He holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm emphasizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including security-pricing activities and derivatives services.

William Witt is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC 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, including high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients through brokerage services, financial planning, and advisory programs.

Aly Eldean Ibrahim is a financial advisor with HSBC Securities (USA) Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at HSBC Bank USA, NestEgg Investments, Oceanfirst Bank, Cetera, and Flushing Bank. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types, combining client-directed and discretionary approaches, and employs a multi-profile investment process supported by global asset management affiliates and third-party providers.

Stephen Powers is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee on the Board of Directors for the Gulf N Bay Condo Association in Venice, Florida. 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 wide range of clients, including individuals, families, trusts, and institutions, offering brokerage services, financial planning, and a variety of wrap and advisory programs.

Lisa Brule is a CFP® professional with 28 years of industry experience, currently affiliated with Janney Montgomery Scott where she has worked since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-leader for a local Girl Scout Daisy Troop in Massapequa, 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 with brokerage, financial planning, consulting, and advisory programs, utilizing a combination of in-house and third-party portfolio management.