Thomas Tibaldi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 using internal standards and oversight committees, and operates with notable institutional scale and specialized market roles.

David Hull is a ChFC® credentialed financial advisor with 28 years of industry experience, currently with Equity Services, Inc. in Hauppauge, NY. His prior experience includes roles at National Life Group, Cetera, and Allstate Insurance Company. In addition to his advisory work, he serves as Managing Director and Compliance Officer at Eastern Advisory Group. 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, uses third-party asset managers, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

John Curry is a financial advisor at Eagle Strategies (NY Life) with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2013. He has also maintained longstanding roles with Nylife Securities Inc. and New York Life Insurance Company since 1995. 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 advisors. The firm offers various program types that tailor recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Eric Wolfe is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, New York Life Insurance Co, and NYLife Securities, LLC. Outside of his advisory role, he is the managing director and head of training at Wealthbridge Financial, where he is involved in recruiting, developing, and training agents. 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 that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Aubrey Monette Padilla is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses. Padilla has two years of industry experience, including roles at New York Life and NYLIFE Securities LLC. Prior to entering the financial services industry, Padilla worked at AGM Ventures and Generika Drugstore. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with multiple firms, including Thomas Elliott & Company and Allegiant Divorce Solutions. Russo is a certified divorce financial analyst and operates her own advisory business, Susan Russo Financial, where she assists clients with financial planning related to divorce. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory through a variety of strategies and affiliated investment adviser representatives.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has been with Voya since 2020 and previously worked at Optum and CDL. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual, institutional, and high-net-worth clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains both investment adviser and broker-dealer registrations.

Robert Seipp is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2015. In addition to his advisory work, he teaches high school math at the Wappingers Central School District. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs that include traditional and more active investment strategies.

Maria Carmen Abustan is a financial advisor at CWM, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mitlin Financial, Angulo Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. In addition to her advisory role, she is also an insurance agent involved in life insurance sales. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary model portfolio approach supported by an in-house Investment Committee and various customization tools.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at VOYA since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. He also operates as an independent insurance agent, focusing on the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based relationships.

Anthony Romeo is a financial professional with 34 years of industry experience, currently affiliated with GWN Securities Inc. since 1995. He also holds a position at CGAA Inc., where he provides financial and insurance services including life, health, long-term care, and annuities. His credentials include Series 63 and Series 65 licenses. GWN Securities offers investment advisory and related services to individual and corporate clients, utilizing a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within certain legacy programs.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. She has been with Bankers Life since 2015, serving as both an advisor and a unit field trainer responsible for recruiting and training insurance agents. In this role, she focuses on insurance products including life insurance, Medicare supplements, and long-term care. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Charlie Tarazona is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Broadridge/Solomon Page and Columbus Delivery. Outside of his advisory role, he is also an independent insurance agent focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary, recommendation-based advice.

Thomas Wenthen Jr. is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Noble Wealth Advisors, LPL Financial, and Prospect Financial Services LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he held roles at Northwestern Mutual Life Insurance Company, Premier Financial Alliance, and Henry Schein Inc. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Purshe Kaplan Sterling Investments, and The Wealth Alliance, among others. Ms. Sheppard is dually registered with Purshe Kaplan Sterling Investments and The Wealth Alliance, serving as a non-producing representative for the former. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan services with a focus on fiduciary processes and transparency.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ally Invest Securities LLC. Outside of her advisory role, she serves on the Board of Directors for the New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers using a technology platform by Envestnet and custody through Pershing.