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.

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.

Linghsiang Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His background includes roles at Zion Grace Home Health Care & Community Services and New York City Transit. Outside of advising, he operates a sole proprietorship focused on individual tax preparation. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Joseph Gonzalez is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including LPL Financial and Chase Investment Services Corp. Outside of his advisory role, he is a senior associate at DiPaola Financial Group, involved in selling fixed insurance products. 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 employs a variety of model portfolios, mutual funds, ETFs, and individual securities, and leverages multiple program platforms and third-party technology to build and manage portfolios.

Randy Brickman is a financial advisor with Primerica Advisors, holding a Series 63 designation and 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2015. Outside of advisory work, he serves as president of a BNI referral marketing group. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management through a combination of discretionary and non-discretionary strategies, including mutual funds, ETFs, and alternative investments.

Arielis Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. Prior to joining Citigroup in 2026, she spent 13 years at Bank of America and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including in-house research and futures commission operations.

Eleni Louvaris Barone is a financial advisor at Oppenheimer with 25 years of industry experience. She has been with Oppenheimer & Co since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Invision Events, an event company, and works as a wine guide hosting in-home wine tasting events. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charities, and retirement plans. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options, while maintaining custody of client assets as a qualified custodian.

Tony Wong is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Wong serves as a board member of the YMCA in Chinatown. He works with Park Avenue Securities LLC, a firm that serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies along with integrated account-level solutions.

Antonio Lee is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Lee holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating at a large institutional scale with specialized market roles.

Lawrence Barth is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2016. He serves as President of Eitz Chayim Dogwood Park, a synagogue where he helps manage operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charities, and corporate clients with financial planning, brokerage services, and investment advisory programs. The firm offers discretionary and non-discretionary portfolio management using both proprietary and third-party models.

Peter Rivoir is a financial advisor with Valic Financial Advisors in Greenlawn, NY, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has worked at VALIC Financial Advisors since 2006 and is also an agent with Agia, where he offers non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

John Kang is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Gregory McGraime is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure using affiliated funds.

Patrick Doherty is a financial advisor at Oppenheimer with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2021, he worked at Peoples United Bank, Sterling National Bank, and Astoria Bank. Doherty participates in a local investment group in Hauppauge, NY, where he meets weekly with other advisors and receives referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs including asset management, consulting, and retirement services across discretionary and non-discretionary accounts.

Carolyn Frzop is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. She has been with Janney since 1987 and holds a Series 63 designation. Outside of her advisory role, she manages a rental property in Fairfield, Connecticut. 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 client base and offers brokerage, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management services.

Joseph Bendrihem is a Series 63-registered financial advisor with 16 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His prior firms include New York Life, Guardian Life Insurance, and Park Avenue Securities. He is also the managing partner of Heritage Planning Group LLC, an insurance agency. Ameritas Advisory Services, LLC provides a range of investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes diversified investment strategies including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

James Amodeo is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials, bringing eight years of industry experience. His prior work includes eight years with Oppenheimer & Co. Inc. and roles at Loyola University Maryland. He currently works through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs combining proprietary and third-party strategies.