John Italiano is a CFA® charterholder with 16 years of industry experience. He is currently with PlanMember Securities Corporation and has held roles at Valic Financial Advisors, Preqin, CapFinancial Partners (CAPTRUST), Cammack Retirement Group, and Neuberger Berman. Outside of his advisory work, he sells collectible coins on eBay as a hobby. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach includes a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios, alongside education and support services for plan sponsors and participants.

Barry Solon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Kestra Financial Services. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board, managing community financial responsibilities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its financial planning approach.

Melanie Werling is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company as well. Outside of her advisory work, she serves as a Notary Public. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Jason Alicea is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior roles include positions at Farther Finance Advisors, Bank of America, Merrill, 13D Asset Management, Hycroft Advisors, Infinity Q Management, and Tocqueville Asset Management. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management services supported by due diligence across multiple management platforms.

Loredana Denardo is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley and New York Life Insurance Co. She is also a Notary Public since 2007. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Goggin is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, he serves on the Board of Directors of The Stanwich Club in Greenwich, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Thomas Dunn is a ChFC®-designated financial advisor with Kestra Advisory, bringing 44 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been associated with Fusion Financial in Elmsford since 2007. Outside of his advisory role, Dunn is an independent insurance broker involved in the sale of fixed annuities, life insurance, and health insurance plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves a broad client base, including very large institutional investors such as sovereign wealth funds, and supports a variety of managed solutions within its supervisory framework.

Sandeep Singh is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at HSBC Bank USA and HSBC. He has been with Citigroup Global Markets since 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale combined with specialized market roles, including in-house research and derivatives services.

Jeffrey Querido is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017, following a prior role at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he is an owner and manager of a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based investment strategies.

Charlotte Philips is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her career includes positions at JPMorgan Securities, JPMorgan Chase Bank, LPL Financial, M&T Securities, M&T Bank, Merrill, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Guillermo Leon is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank. Outside of his advisory role, he creates and streams video game content on YouTube as a side business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a range of advisory, execution, and custody services.

Geri Cuicci is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Scottrade. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a variety of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and derivatives dealings.

Erik Mathieson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with Steward Partners and its related entities since 2014 and worked previously with Raymond James Financial Services. Mathieson also acts as an insurance agent for Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory, planning, and managed account services.

Miles Tomlinson is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial, Strategic Asset Services, and Mutual of America. Outside of finance, he has held various roles in hospitality and education sectors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Tracy Gravius is a CFP® professional with 15 years of industry experience, currently affiliated with Rockefeller Financial LLC. She has held positions at Rockefeller & Co and BNY Mellon, N.A., and was involved with Preganista LLC from 2014 to 2020. Additionally, she is a distributor and brand partner with Young Living Essential Oils, focusing on educating and selling essential oil products. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services and operates as a registered broker-dealer, providing access to equities, fixed income, alternatives, and personalized managed account solutions through its consolidated investment platform.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. 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 combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Matthew Foster is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. He has worked previously at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Sulit is a financial advisor with HSBC Securities (USA) Inc. who holds a Series 66 designation and has 25 years of industry experience. He has worked at HSBC Securities since 2016 and previously spent four years with Chase Investment Services Corp. In addition to his advisory role, Sulit also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, supporting both discretionary and non-discretionary portfolios.

Heather Philip is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior work experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, NA. Outside of finance, she is a yoga instructor with YogaSpace LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating with a private advisor model and an integrated investment platform that includes portfolio management, third-party manager access, and alternative investment placement.