Yale Bahar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is an owner of multiple rental properties in various U.S. cities, which he manages outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission services.

Peter Zunno Jr. is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Nomura Holding America, JP Morgan Chase & Co., and National Life Group. Zunno is also involved in insurance sales, including life insurance, long-term care, fixed annuities, and group insurance. 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, often utilizing third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Kevin Hutnik is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Commonwealth Financial Network for nine years. Outside of advisory services, he serves as the director of group benefits at Dynasty Advisors LLC, managing employee benefit plans including medical, dental, vision, group life, and long-term disability coverages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and investment due diligence, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and large institutional investors.

Bulent Algokce is an advisor with Eagle Strategies (NY Life) based in Manalapan, NJ, holding Series 63 and Series 66 licenses and with 27 years of industry experience. His work history includes roles at Bridge Financial Group, LLC and New York Life Insurance Company since 2005. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types, with a focus on tailored recommendations and predominantly non-discretionary asset management.

Stefan Byramji is a financial advisor with Eagle Strategies (NY Life) based in Manalapan, NJ. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies, he worked with Nylife Securities LLC and New York Life Insurance Co. Outside of his advisory role, he serves on the Board of Directors for the Point Pleasant Borough Chamber of Commerce, participating in event planning and community activities. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Robert Niehoff is a financial advisor at Primerica Advisors with over 33 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, as well as his current roles with Park Avenue Securities and Guardian Life Insurance. He also occasionally sells non-Guardian insurance products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Daniel Anerella Jr. is a financial advisor with Primerica Advisors based in Holmdel, NJ. He holds the Series 66 designation and has five years of industry experience. His prior work includes positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services including lending solutions and donor-advised funds.

Mark Gold is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials. He has been in the financial services industry since 2026 and has prior experience in healthcare and startup sectors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Christopher Oconnor is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside multiple investment management programs.

Frank Stuart is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and bringing 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. from 2003 to 2019 before joining Integrated Wealth Concepts and LPL Financial in 2019. Stuart is involved in conducting investment-related seminars through Financial Educators Network LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Nino Finnigan is a financial advisor at Equity Services, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Guardian Life Insurance Company, and Park Avenue Securities. Outside of financial advising, he works as a freelance court interpreter. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America N.A., and Merrill. Outside of finance, he has experience in the restaurant industry, having worked at Molaoi Restaurant Corp and Kabooz's Bar & Grill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program while operating as a broker-dealer and insurance agency.

Arthur Buisson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at Howley Financial Group and Guardian Life Insurance Company. Buisson also acts as an insurance agent for clients when it is advantageous to them. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.

Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.

Joyce Chan is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Primerica Advisors. She has previously worked with Park Avenue Securities, LLC and Guardian Life Insurance Company, as well as MetLife Securities Inc. Chan holds the Series 66 designation and is based in Old Bridge, NJ. Park Avenue Securities LLC serves a diverse 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 proprietary and third-party investment strategies and platforms.

Christopher Hall is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup and Investors Bank. Outside of his advisory role, he is involved in fixed insurance marketing through his own business, Financial Strategies for Life. Equity Services, Inc., doing business 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 combines multiple advisory platforms with third-party asset managers and model portfolios, utilizing predominantly long-term strategies alongside options for shorter-term trading.

Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Terrance White is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Citigroup, Royal Alliance, and Platinum Wealth Solutions of Texas. Outside of his advisory role, he manages a website for a Christmas light installation business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kevin Cottrell is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC Investments since 2013, including his current role at PNC Wealth Management since 2017. Outside of his advisory work, he is noted as an owner of a rental property unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Brandon Meyers is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Northeast Financial Network and has served as Director of Youth Operations at Sportsplex at Metuchen. Park Avenue Securities, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary model portfolios and a digital advisory platform.