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 licenses and has 10 years of industry experience. Anderson has worked with Eagle Strategies since 2021 and has been associated with NYLife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority 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.

Jarrett Hovland is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup since 2015, following five years at HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by extensive in-house research and unique market roles.

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 six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life throughout his career. Prior to his current roles, he was employed by Joseph Colarusso's State Farm Agency and Coast 2 Coast Insurance Agency. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 alongside model-based strategies and integrates digital advisory solutions, combining proprietary and third-party platforms to tailor client relationships.

Christopher Reda is a financial advisor with TIAA‑CREF, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Morgan Stanley, Harrisdirect LLC, and E*TRADE Capital Management LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-based solutions, and serves as adviser to a donor-advised fund.

Anna Pulgiano is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameritas and related affiliates since 2015, including roles at Union Benefit Planners and Group Benefits & Administration. She is also involved with Acrisure, the parent company of Union Benefit Planners and Group Benefits & Administration, where she serves as an agent. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of solutions including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing various model portfolios, mutual funds, ETFs, and individual securities.

Terry Zhang is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held positions at Citigroup since 2017 and previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering comprehensive investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including roles as a swap dealer and futures commission merchant.

Carol Dahl is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Citigroup Global Markets since 2007 and at Morgan Stanley Smith Barney since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Stephen Dolan is a CFP® with 28 years of experience in the financial services industry. He is currently with OSAIC Institutions, Inc. and Apple Bank, having previously worked at Citigroup, Wunderlich Securities, J.P. Morgan Securities, and Chase Investment Services Corp. He holds Series 63 and Series 66 licenses. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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 with a hybrid adviser/broker-dealer structure.

Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Mark Libersher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. He has worked at Private Advisor Group since 2012 and has been affiliated with LPL Financial since 2008. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

Aidan Durney is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including a six-year tenure at Morgan Stanley Smith Barney LLC. Outside of advising, he has past involvement with Little Silver Bottle Shop. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that leverages technology and third-party managers to deliver customized investment strategies.

Alexander Levy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs supported by internal standards and oversight committees.

William Lepping Jr. is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney in 2017, he worked at Bank of America and Merrill, where he had a combined tenure of over 30 years. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Krzysztof Kolba is a CFP® with over 31 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2016. He previously worked at Chase Investment Services Corp. from 2001 to 2008. He provides investment advisory services through Private Advisor Group and related entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and third-party managers.

Jeanmarie Lebrini is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. 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 wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Anthony Bianchi is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Guardian Life since 2017 and previously spent ten years with Park Ave Securities and Guardian. In addition to his advisory role, Bianchi is a licensed attorney in New York, representing clients in non-investment related legal matters, and holds a property and casualty insurance license to assist clients with their coverage. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.