Jonathan Mosenson is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Mosenson is also a licensed independent insurance agent and serves as vice president of J & G Associates and JADG Associates. 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 investment solutions through model portfolios, mutual funds, ETFs, and customized strategies across various discretionary and non-discretionary programs.

Timothy Mcparland is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2008 and previously worked at Union Financial, Inc. from 2021 to 2023. Outside of his advisory role, he is engaged in fixed insurance brokerage, specializing in life, disability, group, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with advisory arrangements that include both direct advisory roles and promoter referral services.

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.

Anthony Adamo is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and it operates with large institutional scale including roles as a swap dealer and futures commission merchant.

Peter Anastasian is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at LPL Financial LLC, Purshe Kaplan Sterling Investments, CJM Wealth Management LLC, and H. Beck, Inc. He is a passive partner in a vitamin IV drip franchise and a member of The Anastasian Family Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Michael Radovich is a CFP® and ChFC® affiliated with Guardian Life and Park Avenue Securities, with four years of industry experience. He has held roles at Guardian Life and Park Avenue Securities since 2021 and previously worked at Cintas and Greenway Distributing Corp. Radovich serves as a board member of the Youthful Savings Foundation, which promotes entrepreneurship and business education to middle and high school students. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and investment solutions through proprietary and third-party platforms, combining advisor-led management with model-based strategies.

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.

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® professional with 10 years of experience in financial advising. He is currently with Guardian Life and its subsidiary Park Avenue Securities. His career includes long tenures at American Express Financial Advisors and IDS Life Insurance Company, with prior management experience at Country Fair Management LLC. Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms. The firm also offers financial planning, consulting, and access to alternative investments, supported by its relationship with Guardian Life.

Eric Greengold is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Voya since 2016 and previously worked at Bowlmor. Outside of his advisory role, he works as a bartender at Grimm Artisanal Ales and provides administrative consulting for Pension Actuarial Consultants. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of advisors, combining model portfolios and technology-enabled tools to implement client recommendations.

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 career includes nine years at LPL Financial, LLC, concurrent with his time at Stratos Wealth Partners. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients, including individuals, retirement plans, corporations, nonprofits, and institutional clients, delivering services through independent and affiliated advisers using an open-architecture investment approach with active portfolio management.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 66 and Series 63 registrations and has been with Guardian Life in various capacities since 2012. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party investment solutions.

Michael Reyes is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Prior to his financial services career, Reyes held roles in retail and education, including positions at Sundown Ski and Snowboard and Adelphi University. Park Avenue Securities LLC, 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 a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and integrated lending options.