David Herrington is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, Merrill Lynch, and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Dominick Citera is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Melville, NY, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equity Services and National Life Group since 2010. Outside of his advisory work, Citera serves on the board of directors for the Mercedes-Benz Club of America, a car club that organizes shows and events. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Michael Romeo is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at CGAA, Suny Oneonta, and Hometown Atlantic Inc. 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 through various managed-account programs on the Fidelity-supported FMAX platform.

Anthony Speranza is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Citi Bank, United Mortgage Company, and New York Life Insurance Co. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities such as in-house research and specialized market roles.

Marshall Green is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill and Bank of America. He is based in Massapequa, NY. 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 combines large institutional scale with specialized market roles and arrangements.

Mark Milano is affiliated with PlanMember Securities Corporation and holds a Series 66 designation. He has experience working with Mutual Inc./Daybright, PlanMember Securities Corporation, and Manhattan Beer Distributors. Outside of his advisory role, Milano has also worked in other industries including beverage distribution and valet services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services such as seminars and personalized retirement planning.

Michael Di Marco is a CFP® professional with 10 years of experience in financial advising. He is currently with Guardian Life and its subsidiary Park Avenue Securities. His career includes long tenures at American Express Financial Advisors and IDS Life Insurance Company, with prior management experience at Country Fair Management LLC. Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms. The firm also offers financial planning, consulting, and access to alternative investments, supported by its relationship with Guardian Life.

Eric Greengold is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Voya since 2016 and previously worked at Bowlmor. Outside of his advisory role, he works as a bartender at Grimm Artisanal Ales and provides administrative consulting for Pension Actuarial Consultants. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of advisors, combining model portfolios and technology-enabled tools to implement client recommendations.

Michael Faraci is a financial advisor at PlanMember Securities Corporation with eight years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. In addition to his advisory work, Faraci has served as a math teacher at Manhasset Union Free Schools since 1996 and provides private math tutoring. He also chairs the Manhasset Benefits Trust, which administers benefits to union members. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, complemented by education and support services for plan sponsors and participants.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 66 and Series 63 registrations and has been with Guardian Life in various capacities since 2012. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Eric Goldberg is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Ameritas Investment Corp. He is also involved with DiPaola Financial Group, where he works as a financial advisor focusing on insurance and financial planning. 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. The firm utilizes a variety of investment products and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.

Robert Mcintosh is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation, LPL Financial, and Invest Financial Corporation. Outside of advising, he owns and operates a tax preparation business and provides life insurance services. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Joseph Gonzalez is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including LPL Financial and Chase Investment Services Corp. Outside of his advisory role, he is a senior associate at DiPaola Financial Group, involved in selling fixed insurance products. 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. The firm employs a variety of model portfolios, mutual funds, ETFs, and individual securities, and leverages multiple program platforms and third-party technology to build and manage portfolios.

Randy Brickman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 27 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2024. Outside of his advisory role, he serves as president of a networking group, BNI Just Do It!!. Park Avenue Securities LLC offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments through its affiliation with Guardian Life.

Alexander Dudley is a CFP® and ChFC® credentialed financial advisor with three years of industry experience. He currently works with PlanMember Securities Corporation and has prior experience with Mutual, Inc. DBA JTeam. Outside of his advisory role, Dudley is involved in soccer coaching through Royal Sporting Group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, managing risk-based mutual fund portfolios and offering education and support services to plan sponsors and participants.

Lawrence Barth is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over a decade at Hornor, Townsend & Kent, LLC. Outside of his advisory work, he serves as President of Eitz Chayim Dogwood Park, a synagogue in West Hempstead, NY. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary and third-party platforms to tailor client relationships.

Peter Rivoir is a financial advisor with Valic Financial Advisors in Greenlawn, NY, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and is also an agent with Agia, where he offers 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Kang is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Gregory McGraime is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and 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, frequently serving clients connected through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure using affiliated funds.

Patrick Doherty is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several financial institutions, including Peoples United Bank and Sterling National Bank. Doherty participates in a local investment advisor group in Hauppauge, NY, where he regularly meets with peers and receives referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.