Giuseppe Leone is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and four years of industry experience. His prior roles include positions at Infinex Investments, Apple Bank, Ameriprise Financial, and Yotel New York. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments via the CAIS platform. The firm’s advisory services are primarily delivered through a network of investment adviser representatives who provide both discretionary and non-discretionary portfolio management solutions.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott. Janney Montgomery Scott LLC 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Allen Mena is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and four years of industry experience. He has worked with D.A. Davidson & Co. since 2021 and was previously employed at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to the Advisers Act fiduciary standard and incorporating both qualitative and quantitative analysis in its investment recommendations.

Stephen Falgoust is a financial advisor at Guardian Life with three years of industry experience. He holds the Series 66 designation and has prior work history including roles at Northeast Financial Network and United Sleep Diagnostics. He also works as an independent contractor in insurance outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services, employing both discretionary and non-discretionary models through proprietary and third-party managers.

Stephan Coles is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 44 years of industry experience. Prior to joining VOYA in 2014, he worked at Charles W Cammack Associates since 1981. He is also an independent insurance agent involved in selling fixed annuities and life insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs featuring both discretionary and non-discretionary investment options, combining an advisory platform with an active broker-dealer distribution model and a broad affiliate ecosystem.

Vanessa Aulestia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having three years of industry experience. Her career includes prior experience at Northeast Financial Network and a six-year period running a chocolatier business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment programs.

John Ryan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Grant Thornton and Northeast Financial Network. Park Avenue Securities LLC, operating 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 with brokerage services, financial planning, and retirement plan consulting. The firm offers a range of advisory programs, including discretionary and non‑discretionary models and a lower‑fee hybrid digital advisory solution.

Yanique Anderson is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and HSBC in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and a combination of large institutional scale and unique market roles.

James Lang is a Financial Consultant at Fidelity Investments, where he partners with clients to build personalized financial plans tailored to their short and long term goals. He has been in his current role since 2024. With over 25 years of experience in the financial services industry, James has held various positions including Relationship Manager at UBS, Financial Consultant at Etrade Morgan Stanley, and Financial Advisor at Merrill Lynch, among others. His extensive career reflects a broad expertise in wealth management and client relationship roles. Outside of his professional work, James has personal interests that include football, movies, parenthood, pets, and reading.

Daniel Cook is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a two-year tenure at Capital One Investing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs including discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager solutions supported by in-house research and oversight committees.

Andrew Shull is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. He holds a Series 63 designation and has been with Voya since 2014. Outside of his advisory role, he coaches youth baseball teams in the Williamsville, NY area. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs featuring both discretionary and non-discretionary investment strategies, supported by an extensive affiliate network and multiple custodial relationships.

Michael Caracappa Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Apple Bank for Savings, and CARA-CO Security Inc., where he was involved in a security system company outside of his investment practice. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Christopher Walker is a financial advisor with TD Private Client Wealth LLC in Melville, NY. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, and Wealth Advisory Group. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Robert Calabretta is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waypoint Capital Management for 21 years. He is also the Chief Investment Officer of Coastline Wealth Management, where he advises clients on investment matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Eric Anderson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 66 designations and has nine years of industry experience. Anderson has been affiliated with Eagle Strategies since 2021 and with New York Life affiliated entities since 2016. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages a significant portion of its assets on a non-discretionary basis.

Frank Lavrigata is a CFP® professional with 18 years at Wealthspire Advisors and five years of overall industry experience. He is based in Melville, NY. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors. The firm serves individuals, corporations, pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through mutual funds, ETFs, private investments, and separate account managers under centralized oversight.

Jan Getto is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Capital Corp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Ryan Beattie is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Park Avenue Securities and Guardian Life since 2020. Prior to that, he was employed at Joseph Colarusso's State Farm Agency and Coast 2 Coast Insurance Agency. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered 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 both proprietary and third-party investment advisory programs.

Christopher Reda is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, E*TRADE Securities LLC, and Advisors Asset Management, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-managed employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolio options.