Anthony Dipietro is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Voya Financial Advisors since 2016. Outside of his advisory role, he is an active community member serving in various municipal leadership roles in Galloway Township and contributes as an author on responsible money management. Additionally, he is involved with local organizations including a Catholic school advisory board and a New Jersey surfing club. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm primarily provides non-discretionary investment recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Peter Mc Kenna is a financial advisor with Janney Montgomery Scott in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Eagle Strategies (NY Life) for ten years before joining Janney Montgomery Scott. Outside of his advisory role, he coaches youth baseball for East Meadow Little League. 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 diverse client base with brokerage, financial planning, and advisory services, utilizing a mix of in-house and third-party portfolio management across multiple programs.

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.

Marshall Green is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has 14 years of industry experience, including roles at Citigroup since 2017, Bank of America, N.A. since 2016, and Merrill since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, and retirement planning, using a range of strategies including strategic and tactical asset allocation and manager selection.

Michael Di Marco is a CFP® professional with 10 years of experience in the financial services industry. He has worked at firms including American Express Financial Advisors Inc., IDS Life Insurance Company, and Country Fair Management LLC. Since 2025, he has been affiliated with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of investment advisory programs including discretionary and non-discretionary models from in-house and third-party managers.

Eric Greengold is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including a decade at Voya. Prior to his current role, he worked at Bowlmor for one year. Outside of his advisory work, he has been involved in administrative consulting related to pension actuarial reports and provides front-of-house service at a craft brewery. Voya Financial Advisors serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive financial planning, portfolio management, and plan sponsor consulting through various program structures, with a preference for non-discretionary, recommendation-based advice.

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 63 designation and bringing 13 years of industry experience. He has worked at LPL Financial, LLC and MetLife Securities Inc. Prior to his current role, Obrien has been with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a combination of affiliated and third-party sub-advisors.

Andrea Avitabile is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including eight years with Fidelity Personal and Workplace Advisors and a decade with Fidelity Brokerage Services LLC. He currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage services, financial planning, retirement plan consulting, 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 and utilizes model portfolios from internal and third-party managers.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Guardian Life and its affiliates since 2012. Outside of his advisory role, he is involved in insurance activities unrelated to Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party model portfolios.

Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

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. He has worked with several firms, including Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his role at Ameritas, he is involved with DiPaola Financial Group, where he engages in insurance and financial planning activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Joseph Gonzalez is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held multiple roles within the Ameritas organization since 2013. Outside of his advisory work, he is a senior associate at DiPaola Financial Group, where he is involved in selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of advisory services including fee-based asset management, retirement-plan consulting, and model portfolio management, supported by affiliated investment adviser representatives and third-party sub-advisers.

Stephen Bornet is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at TD Bank N.A., Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Outside of finance, he is the lead guitarist and background vocalist for a rock cover band called Minor Issues. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, combining strategic and tactical asset allocation through both affiliated and third-party managers.

Randy Brickman is a financial advisor with Primerica Advisors, holding a Series 63 designation and 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2015. Outside of advisory work, he serves as president of a BNI referral marketing group. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management through a combination of discretionary and non-discretionary strategies, including mutual funds, ETFs, and alternative investments.

Eleni Louvaris Barone is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Outside of her advisory role, she is involved with INVISION EVENTS, a non-investment related event company, and acts as a wine guide for Traveling Vineyard, hosting educational wine tasting events. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client portfolios, with a notable emphasis on both discretionary and non-discretionary management approaches.

Tony Wong is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Wong serves as a board member of the YMCA in Chinatown. He works with Park Avenue Securities LLC, a firm that 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 a range of proprietary and third-party investment strategies along with integrated account-level solutions.

Antonio Lee is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Lee holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating at a large institutional scale with specialized market roles.

Lawrence Barth is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2016. He serves as President of Eitz Chayim Dogwood Park, a synagogue where he helps manage operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charities, and corporate clients with financial planning, brokerage services, and investment advisory programs. The firm offers discretionary and non-discretionary portfolio management using both proprietary and third-party models.