Peter Zunno Jr. is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Nomura Holding America, Nomura Securities International Inc., and JP Morgan Chase & Co. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and provides both discretionary and non-discretionary management options.

Jay Heidt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management delivers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Christian Becerra is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra is a trustee on the board of the nonprofit Women Rising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm offers a combination of advisory and broker-dealer services, managing over $8 billion in discretionary assets as of the end of 2025.

Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

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 with Guardian Life and holds the ChFC® and Series 63 designations. He has 34 years of industry experience, including long tenure at Guardian Life since 1988 and current roles with both Guardian Life and Park Avenue Securities. Niehoff occasionally sells non-Guardian insurance products. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, 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 through proprietary and third-party platforms.

Daniel Anerella Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, with roles at Guardian Life, Park Avenue Securities, Northeast Financial Network, and Pace University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, proprietary wrap programs, and third-party advisory solutions.

James Mcbratney is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and UBS Financial Services. Outside of advising, he has ownership interest in a restaurant in Staten Island, NY. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based approach combining client goals and risk tolerance assessments with access to both proprietary and third-party investment strategies.

Christopher Oconnor is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs with both discretionary and non-discretionary advisory services across equity, balanced, and fixed-income portfolios.

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.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

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 a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Arthur Buisson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Howley Financial Group for eight years before joining Guardian Life in 2019. Buisson also acts as an insurance agent for clients when beneficial. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm provides a range of financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

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® and holds a Series 66 license with 20 years of industry experience. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked for the past 10 years. Her prior experience includes roles at MSI Financial Services, New England Securities, Walnut Street Securities, and Tower Square Securities. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, 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 advisory solutions.