Christine Eriksen is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. She 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, often serving clients connected through TIAA-administered employer retirement plans. The firm employs a fiduciary standard for its RIA services and provides both model portfolio and customized portfolio management options.

Richard Gallipoli is a ChFC® credentialed financial advisor at Guardian Life with 35 years of industry experience. He has worked at Guardian Life and its subsidiaries since 2007 and has been with Park Avenue Securities since 2018. Outside of advising, he teaches a six-hour defensive driving safety course. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Minde Lu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Eagle Strategies since 2012 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Jason Klager is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with HSBC Securities (USA) Inc. and has held roles there since 2013, also serving as a Bank Officer for HSBC Bank USA, N.A., an affiliate of the firm. Klager’s career includes over a decade of continuous service within the HSBC organization. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, from client-directed to fully discretionary portfolios, and employs a structured investment process that incorporates strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

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.

Richard Campo Jr. is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2010, having previously worked at MM Ascend Life Investor Services, LLC. In addition to his advisory role, he operates a legal practice as the sole shareholder of Richard M. Campo, PC. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm combines in-house investment management and research with advisor-led consulting to offer customized portfolio solutions through model portfolios and third-party managers.

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.

Matthew Griffin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Citigroup Global Markets since 2007 and was previously with Citicorp Investment Services from 2004 to 2007. 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 through discretionary and non-discretionary programs and maintains significant institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Lenin Sanchez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

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.

Mark Sanchioni is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 24 years of industry experience. His career includes roles at Infinex Investments, Ridgewood Savings Bank, Atlantic Union Bank, LPL Financial, and other firms. 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. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model with significant non-discretionary assets and a lending marketplace.

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.