Muhammad Shahzad is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2017, following four years at Peoples United Bank. Citigroup Global Markets serves individual and institutional clients across multiple 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, supported by internal standards and oversight committees.

Kevin Fahy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He spent the majority of his career at TIAA-CREF from 1994 to 2025 before joining Empower Advisory Group in 2026. 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’s integrated service model is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Coletta Alagia is a financial advisor with Guardian Life and holds a Series 66 designation. She has been in the industry since 2021, with experience at Northwestern Mutual Life Insurance Company, JT Urraro, Guardian Life Insurance Company, and Park Avenue Securities. Prior to her financial career, she was involved in dance instruction at Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves a range of clients including individuals, pension plans, charitable organizations, and corporations, offering brokerage, financial planning, and advisory services using both proprietary and third-party investment programs.

Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Stephen Healey is an advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his financial advisory career in 2026. Prior to this role, he has experience with Bankers Life Securities, Bankers Life & Casualty, RTI International, Veracity Research Company, and served in the US Army Reserves for 12 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios across various securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Herbert Oster is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he holds a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VOYA since 2014 and has also worked with Union Central since 1987. Outside of advisory roles, he speaks at paid motivational engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Brandon Zisa is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. He has six years of industry experience, including prior roles at Vestwell and Prudential-affiliated firms. Outside of advising, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting through multiple program structures. The firm primarily delivers advice via non-discretionary recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Thomas Palmeri is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 credential and bringing 40 years of industry experience. He has been with Guardian Life and its affiliate Guardian Life Insurance Co of America since 2010. Outside of his advisory work, Palmeri volunteers as a kitchen manager at the Interfaith Nutrient Network soup kitchen and serves in leadership roles with the Patchogue Rotary Club and the National Association of Insurance and Financial Advisors (NAIFA) New York State board. Park Avenue Wealth Management, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios and a hybrid digital advisory solution.

Marisol Sanchez Taboada is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. 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 broad range of advisory, execution, and custody services.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Brokers International Financial Services since 2023 and operates Eghrari Wealth Training LLC and Mark S Eghari & Associates PLLC, which he founded in 1998. Outside of advisory work, he is an attorney specializing in estate planning and is engaged in recruiting and training attorneys to become investment adviser representatives. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platform solutions.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.

Stephane Lasher is a financial advisor at VOYA Financial Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with VOYA since 2014. Outside of his advisory role, Lasher serves as president of the Westhill Booster Club, where he participates in financial decision-making for local school athletics and educational programs. VOYA Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures and a preference for non-discretionary, recommendation-based advice.

Michael Schmidt is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. 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, supported by internal standards and oversight committees for manager selection and monitoring.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 26 years of industry experience. His career includes roles at Ameritas Life Insurance and related entities since 2008, and leadership positions as CEO of National Wealth Group and partner at FiftyFifty Wealth Management. He is also licensed as an independent insurance agent, focusing on fixed insurance products and life and disability insurance recruiting. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by internal and third-party resources for portfolio construction and monitoring.

James Riley is a financial advisor at Equity Services, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials. His career includes roles at firms such as Equitable Advisors LLC, Prudential Insurance Company of America, and Oppenheimer. 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 and uses a combination of third-party asset managers and model portfolios with both long-term strategies and options for shorter-term trading.

Gregg Marsden is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. He has also operated his own business since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and operations as a swap dealer and futures commission merchant.

Shawn Okula is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has been with Janney since 2018, following two years at Long Island Power Solutions. Outside of his advisory work, he is involved with HB&O Properties, LLC, managing real estate rental properties. 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, corporate and retirement plan sponsors, and offers a variety of brokerage, financial planning, and advisory services.

Isa Abdur Rahman is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds the Series 66 designation and has experience working with Guardian Life and Park Avenue Securities since 2025 and 2026, respectively. Prior to his financial services career, he was involved with Row New York Inc. and Port Rowing. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing proprietary and third-party model portfolios and digital advisory solutions.