Bryan Erdheim is a financial advisor at Commonwealth Financial Network with a Series 65 designation and three years of industry experience. His prior work includes 18 years running his own firm, Bryan Erdheim, and 17 years with The Medical Link LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, third-party asset manager access, and retirement consulting, serving hundreds of thousands of individual and institutional clients with a range of investment options.

Sandra Salmon is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 30 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Inc. and OSAIC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers under multiple advisory and promoter arrangements.

Brian Batter is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Financial Group and Valle Incorporated. Outside of finance, he is a freelance bio writer conducting interviews and author reviews related to athletics and personal training. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios alongside access to third-party managers, with discretionary and non-discretionary program options.

Helen Chambers is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 63 designation and has 43 years of industry experience. Chambers has been with VOYA Financial Advisors since 2014. She is also active as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a large network of representatives. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products with a combination of in-house and outside strategists.

Nicholas Alfino is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Park Avenue Securities and Guardian Life Insurance Co of America since 2016. Outside of his advisory work, he serves as president of the GAIN IBO Networking Group, overseeing its integrity and growth. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and supports various account-level solutions such as lending and donor-advised funds.

Tony Shen is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Outside of his advisory role, he translates master’s degree materials into Chinese for students at Columbia International University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and facilitates bespoke solutions for high-net-worth clients.

Thomas Scala is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 37 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 wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including proprietary research and arrangements as a swap dealer and futures commission merchant.

Kiana Hunter is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in financial services and retail, as well as a position at the Career Resource Center at the UB School of Management. Janney Montgomery Scott 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, estates, corporations, retirement plans, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Joel Moskowitz is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked at Guardian Life Insurance and Park Avenue Securities since 2012 in various roles. Outside of his advisory work, he is a 5% owner of RAG RFSNY LLC, a corporation involved in paying trails on disability insurance. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a diverse range of investment strategies through proprietary and third-party model portfolios.

Zhuobei Deng is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2014. 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 operates with large institutional scale, including in-house research and security-pricing functions, as well as specialized roles such as a security-based swap dealer and futures commission merchant.

Ethan Weisenberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial, The Retirement Group, LLC, and a 12-year tenure at Fsc Securities, alongside operating his own business for over 30 years. He is also involved in insurance sales and underwriting as a sole proprietor. 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, utilizing a diversified investment approach that combines passive and active management supported by quantitative, momentum, and fundamental analysis, with portfolio oversight by an internal Investment Committee.

Meiyue Jin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup, Jin worked at J.P. Morgan Securities and JPMorgan Chase Bank. 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 through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Adrienne Cavallaro is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding a Series 63 designation and bringing 16 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she serves as the President of the Board for The Seton Foundation, which supports academic initiatives at Seton Catholic School. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a broad range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Joseph Barbagallo is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential, National Life Group, and Equity Services, Inc. Outside of his advisory work, he serves as Second Deputy Chief of the New Hyde Park Fire Department. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Evan Steinlauf is a Series 66-credentialed financial advisor at Citigroup Global Markets with 26 years of industry experience. He has worked extensively with J.P. Morgan entities from 2004 to 2025 before joining Citi Wealth Management in 2025. 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 using both discretionary and non-discretionary programs, and maintains in-house research and pricing capabilities alongside its unique market roles.

Francis Becker II is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. He is also the owner of Frank J Becker Inc., an agency selling life, LTC, and annuities products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office support, including investment management, trading, technology, and compliance services.

John Macri is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Corient, where he has worked since 2023, following eight years at La Ferla Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

William Puvogel is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Christina Koehler is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 11 years of industry experience, including work with LPL Financial since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm employs a fiduciary-based model and utilizes multiple strategies and technology platforms to deliver customized investment solutions.

Danling Cao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with Transamerica Financial Advisors since 2017 and has additional experience with IMG Global, World System Builders, Heartland Institution of Financial Education, and World Financial Group. Her outside activities include part-time sales of insurance and health insurance products targeted to international visitors. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, managing significant assets across discretionary and non-discretionary programs.