Paul Tuomey is a Series 66-registered financial advisor with eight years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Signature Premier Properties and served nine years with the National Basketball Association. Outside of his advisory role, Tuomey officiates college basketball games during non-market hours. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to offer investment recommendations and annual account reviews without discretionary trading authority.

Michael Radovich is a financial advisor with Primerica Advisors, holding the CFP® and ChFC® designations and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He serves as a board member of the Youthful Savings Foundation, an organization promoting entrepreneurship and business education for middle and high school students. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised funds.

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.

Kevin Vega is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citiprivate Bank since 2019, following 13 years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale capabilities including in-house research, swap dealing, and futures commission merchant services.

David Herrington is a financial advisor with Citizens Securities, Inc. in Melville, NY. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill Lynch. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Lauren Corsello is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup Inc. since 2019 and previously was employed by JPMorgan Chase & Co. from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Mark Sanchioni is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and 23 years of industry experience. He has worked at Infinex Investments, Inc., Ridgewood Savings Bank, Atlantic Union Bank, and United Bank during his career. He also serves as Chief Banking Officer at Ridgewood Savings Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Marshall Green is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has 14 years of industry experience, including roles at Citigroup since 2017, Bank of America, N.A. since 2016, and Merrill since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, and retirement planning, using a range of strategies including strategic and tactical asset allocation and manager selection.

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 63 designation and bringing 13 years of industry experience. He has worked at LPL Financial, LLC and MetLife Securities Inc. Prior to his current role, Obrien has been with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a combination of affiliated and third-party sub-advisors.

Asmir Redzematovic is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials. He has been with Citibank since 2016. 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 both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles.

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.

Raju Punnoose is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Infinex Investments, Inc. since 2016. In addition to his advisory role, he serves as a financial consultant at Ridgewood Savings Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser structure with extensive banking and credit union partnerships.

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.

Jessica Wasserman is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at KEMA Partners LLC, Electa Capital, Qualitas, and State Street Global Advisors. 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 using internal standards and oversight committees, and it operates unique market roles including in-house research, swap dealer, and futures commission merchant activities.

Linghsiang Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with seven years of industry experience. His background includes roles at Zion Grace Home Health Care & Community Services and New York City Transit, as well as operating a sole proprietorship focused on individual tax preparation. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to manage assets totaling approximately $1.7 billion.

Dennis Lai is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been involved in other ventures including Full Productions Inc., where he serves as president and owner of a residential construction business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory model primarily employs model portfolios and third-party managers, serving individual investors, employer-sponsored plans, trusts, and charitable organizations.

Eleni Louvaris Barone is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Outside of her advisory role, she is involved with INVISION EVENTS, a non-investment related event company, and acts as a wine guide for Traveling Vineyard, hosting educational wine tasting events. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client portfolios, with a notable emphasis on both discretionary and non-discretionary management approaches.

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.