Robert Schwartz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 41 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 uses multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Paul Tuomey is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BlackRock Fund Advisors and Eagle Strategies, and he has a background as a basketball official for college contests outside of market hours. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Michael Radovich is a financial advisor with Primerica Advisors, holding the CFP® and ChFC® designations and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He serves as a board member of the Youthful Savings Foundation, an organization promoting entrepreneurship and business education for middle and high school students. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised funds.

Rui Su is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has been with Citigroup Global Markets since 2011 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and market roles, including in-house research and derivatives trading capabilities.

Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.

Anthony Dipietro is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has worked at VOYA since 2016 and previously at UBS Financial Services. Outside of finance, he operates a photography business and serves in local government roles, including council member and mayor in Galloway Township. He is also a contributing author on responsible money management and participates in community boards such as a Catholic school advisory board and a surfing club committee. VOYA Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients, providing financial planning, portfolio management, and advisory services. The firm employs a combination of in-house and external strategies, leveraging technology and model portfolios, with a notable focus on non-discretionary client relationships.

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.

Mark Sanchioni is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 24 years of industry experience. His career includes roles at Infinex Investments, Ridgewood Savings Bank, Atlantic Union Bank, LPL Financial, and other firms. He also serves as Chief Banking Officer at Ridgewood Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model with significant non-discretionary assets and a lending marketplace.

Marshall Green is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill and Bank of America. He is based in Massapequa, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He has held his current position at Oppenheimer & Co. Inc. since 2011. His credentials include Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of programs and advisory services, including both discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.

Michael Di Marco is a CFP® with 10 years of industry experience and is currently affiliated with Guardian Life and its subsidiary, Park Avenue Securities. His career includes nearly three decades at American Express Financial Advisors Inc. and IDS Life Insurance Company, as well as over two decades at Country Fair Management LLC. 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 offers a range of brokerage services, financial planning, and advisory programs, including proprietary and third-party investment solutions.

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. Prior to his current role starting in 2016, he worked briefly at Bowlmor. Outside of advising, he has worked as a bartender at Grimm Artisanal Ales and provided administrative support for Pension Actuarial Consultants. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies, with an emphasis on client-approved, non-discretionary account management.

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 63 designation and has 14 years of industry experience. His prior roles include positions at LPL Financial, LLC and MetLife Securities Inc., where he worked for six years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers.

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.

Raju Punnoose is a financial advisor at Osaic Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc., J.P. Morgan Securities, Chase Investment Services Corp., Citigroup Global Markets, and Citicorp Investment Services. He is also active as a financial consultant with Ridgewood Savings Bank. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with extensive affiliations across its enterprise.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Guardian Life and its affiliates since 2012. Lev also maintains an insurance-related business outside of Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary investment management, including digital advisory solutions, and combines proprietary and third-party strategies.

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. His prior work includes roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Ameritas Investment Corp. He is also involved with DiPaola Financial Group, where he works as a financial advisor focusing on insurance and financial planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and managers.