Todd Geller is a financial advisor at &PARTNERS with 35 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing proprietary and third-party investment models across fundamental, technical, and quantitative analyses.

Christopher Vargas is a financial advisor with Equity Services, Inc., holding the Series 63 designation and bringing 21 years of industry experience. His prior roles include positions at National Life Group, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. He is also engaged in several entrepreneurial ventures focused on marketing financial planning services to K-12 educators, healthcare professionals, and other employee groups. Equity Services, Inc., doing business 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 combine long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Anthony Catapano is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities, Edward Jones, E*TRADE Financial Corporation, and TD Ameritrade Investment Management. Empower Advisory Group provides financial planning and investment management 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 integrated service model aligns with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Travis Hayon is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and has held roles at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. Outside of his advisory work, he serves as the Interim Membership Chair for LeTip, a business networking organization. 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 a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Nicholas Ramsoondar is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Aegis Capital Corp. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a blend of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Samuel Descovich is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at UBS Financial Services and Deutsche Bank. Outside of his advisory work, he is a managing member of a family holding company for rental properties in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and unique market roles.

Michael Desepoli is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 17 years of industry experience. He has worked at Heritage Financial Advisory Group and Commonwealth Financial Network since 2023 and spent a decade with Cambridge Investment Research Advisors. He also operates Desepoli Wealth Management, a private practice established in 2002. Outside of his advisory roles, he serves as a trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors through a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and customized investment solutions, while advisors maintain discretion over client portfolios across diverse securities and insurance products.

Emilton Lopez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Advisors, Sterling National Bank, and LPL Financial. Outside of his advisory role, he is a business owner of a laundromat. 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, alongside broker-dealer execution and custody services.

Steven Brett is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Marcum Wealth, Valmark Securities, and Raymond James Financial Services. Outside of advisory work, he serves as a trustee for a family trust and is a general partner and investor in a franchised health and beauty retail corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Alaina Spilkevitz is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citi since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and maintains unique market roles including in-house research and functioning as a swap dealer and futures commission merchant.

Paul Lacava is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with New York Life Insurance Company and affiliated firms since 1991 and operates under DBAs Wealth Conservation Group, Inc. and Benefits Plus Financial Services, Inc., both focused on selling New York Life products and brokering non-registered insurance products. Outside of financial services, he is involved as an owner of a company engaged in automobile engine research and development. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Keith Salegna is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2011 and has also been associated with Ray Young since 1993. Additionally, he is involved with RK Wealth Advisors, LLC in a non-investment-related capacity. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a network of investment adviser representatives who provide access to multiple asset managers, advisory programs, and separately managed account solutions.

Vanness Liu is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and entering his first year in the industry. His background includes multiple roles at TD Bank since 2023 and positions outside finance, such as work with the City Ice Pavilion and World Ice Arena. He also has experience in educational settings, having been involved with Baruch College and Francis Lewis High School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients. The firm employs a range of portfolio management strategies combining affiliated and third-party sub-managers, with a focus on percentage-of-assets-under-management fee structures.

Anthony Cerulli is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Citigroup Global Markets since 2015. Outside of his advisory role, he works as a weekend driver for a ride-sharing service in Long Island, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

R Dunuwila is a financial advisor at Voya Financial Advisors, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Voya in 2020, he worked for Lincoln Investment Planning, Inc. for 16 years. Outside of his advisory role, he volunteers as a translator for Shakti Village Empowerment. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led investment programs that combine model portfolios and manager-driven strategies, with a significant portion of assets managed on a non-discretionary basis.

Thomas Desroches is a financial advisor with PlanMember Securities Corporation, holding a Series 66 credential and eight years of industry experience. His career includes roles at Pruco Securities, The Prudential Insurance Company of America, and Axa Advisors. Outside of finance, he works as a garden assistant at Stew Leonard's Grocery Store and coaches youth basketball and soccer with Programs 4 All Kids. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach is based on strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Thomas Gape is a financial advisor with Equity Services, Inc., holding a Series 66 license and one year of industry experience. His prior work history includes roles at National Life Group, Mass Mutual, and Schuberts II Inc. Outside of his advisory work, he is also engaged as an insurance agent. Equity Services, Inc., operating 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 offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

Andrea Loughlin is a financial advisor at Oppenheimer with 45 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Oppenheimer since 2015. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, fixed-income, and equity strategies.

Christine Eriksen is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm employs a fiduciary standard for its RIA services and provides both model portfolio and customized portfolio management options.

Jason Bonito is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Citigroup since 2017 and previously worked at Joseph Stone Capital, LLC from 2013 to 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with distinctive market roles, providing varied advisory solutions including discretionary accounts, alternative investments, and lending secured by advisory assets.