Jeffrey Mctiernan is a financial advisor with Valic Financial Advisors, holding Series 63, Series 65, and Series 66 credentials and 25 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Paul Russotto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2013. Outside of his advisory work, he serves as President of Matawan LeTip, a networking organization. Paul is affiliated with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies and platforms.

Bryan Mcbeth is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life and Nylife Securities Inc dating back to 2002. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

John Italiano is a CFA® charterholder with 16 years of industry experience. He is currently with PlanMember Securities Corporation and has held roles at Valic Financial Advisors, Preqin, CapFinancial Partners (CAPTRUST), Cammack Retirement Group, and Neuberger Berman. Outside of his advisory work, he sells collectible coins on eBay as a hobby. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach includes a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios, alongside education and support services for plan sponsors and participants.

Barry Solon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Kestra Financial Services. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board, managing community financial responsibilities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its financial planning approach.

Melanie Werling is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company as well. Outside of her advisory work, she serves as a Notary Public. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large 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 charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Jason Alicea is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior roles include positions at Farther Finance Advisors, Bank of America, Merrill, 13D Asset Management, Hycroft Advisors, Infinity Q Management, and Tocqueville Asset Management. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management services supported by due diligence across multiple management platforms.

Loredana Denardo is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley and New York Life Insurance Co. She is also a Notary Public since 2007. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Dunn is a ChFC®-designated financial advisor with Kestra Advisory, bringing 44 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been associated with Fusion Financial in Elmsford since 2007. Outside of his advisory role, Dunn is an independent insurance broker involved in the sale of fixed annuities, life insurance, and health insurance plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves a broad client base, including very large institutional investors such as sovereign wealth funds, and supports a variety of managed solutions within its supervisory framework.

Sandeep Singh is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at HSBC Bank USA and HSBC. He has been with Citigroup Global Markets since 2019. 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 employs multi-asset, multi-manager strategies and maintains large institutional scale combined with specialized market roles, including in-house research and derivatives services.

Jeffrey Querido is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017, following a prior role at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he is an owner and manager of a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based investment strategies.

Kyle Grofsick is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Valic, he worked at Agia and Allied Universal, and also has experience selling non-securities insurance products as an appointed agent for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Guillermo Leon is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank. Outside of his advisory role, he creates and streams video game content on YouTube as a side business. 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 specialized market roles, providing a range of advisory, execution, and custody services.

Geri Cuicci is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Scottrade. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a variety of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and derivatives dealings.

Miles Tomlinson is a Series 66 licensed financial advisor with Private Advisor Group, LLC, and has one year of industry experience. Prior to joining Private Advisor Group and LPL Financial, he worked at Strategic Asset Services and Mutual of America. Outside of finance, he has experience working at The Rathskeller Bar and Sunningdale Country Club. Private Advisor Group, LLC 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 portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and coordinating services through multiple custodians and third-party platforms.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. 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 combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Richard Brown is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Ameritas and its affiliates since 2008. Outside of advising, he operates a health insurance consulting business that assists clients in selecting appropriate health care plans through the exchanges. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm delivers investment solutions through a combination of in-house model portfolios, third-party managers, and integration with affiliated broker-dealers and investment advisers.

John Sulit is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and 25 years of industry experience. He has been with HSBC and its affiliates since 2006, serving in roles at HSBC Bank USA and HSBC Securities. He is also a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary platforms. The firm employs a multi-profile investment process supported by affiliated asset managers and custodians, with an emphasis on both non-discretionary and discretionary portfolio management.

James Dunphy IV is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Citigroup since 2018, JPMorgan Securities LLC since 2013, and previous positions at Pier 701 and La Terrazza. 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 with both discretionary and non-discretionary programs, maintaining large institutional scale alongside unique market roles and arrangements.