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 financial advisor at Guardian Life with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His prior work includes roles at Park Avenue Securities, MassMutual, MetLife Securities, and HSBC Securities. Tony serves as a board member of the YMCA in Chinatown. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to clients’ needs.

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 financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over a decade at Hornor, Townsend & Kent, LLC. Outside of his advisory work, he serves as President of Eitz Chayim Dogwood Park, a synagogue in West Hempstead, NY. 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, and charitable organizations. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary and third-party platforms to tailor client relationships.

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.

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 66 and Series 63 licenses and has worked at several financial institutions, including Peoples United Bank and Sterling National Bank. Doherty participates in a local investment advisor group in Hauppauge, NY, where he regularly meets with peers and receives referrals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

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 65 and Series 63 registrations. He has eight years of industry experience, including a significant tenure at Oppenheimer & Co. Inc. Prior to his advisory roles, he spent time at Loyola University Maryland. Guardian Life’s Park Avenue Securities, where Mr. Amodeo operates, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary programs and third-party platforms.

Anthony Izzo is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also operates Anthony Izzo & Associates, a separate business entity. Outside of advisory work, Izzo is president of Benefit Planning Corp, a firm involved in the sale of life insurance, disability, and long-term care products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and combines model portfolios with technology-enabled tools to implement client recommendations, operating both in advisory and broker-dealer capacities.

Pambayan Meyyan is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life since 2015 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses, offering tailored financial planning and consulting through both advisor-led discretionary management and model-based strategies.

Meng Dan Xiao is a financial advisor with HSBC Securities (USA) Inc., holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. Her work history includes tenures at J.P. Morgan Chase Bank and New York Life, alongside her current roles at HSBC Securities and HSBC Bank USA. Outside of her advisory role, she is the owner of AAA Harmony LLC, a business established for real estate property investment. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of program types, combining client-directed and discretionary strategies supported by HSBC Global Asset Management and affiliated third-party providers.

Michael Deamicis is a financial advisor with Voya Financial Advisors, Inc., holding the ChFC® and Series 66 designations and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metropolitan Life Insurance Company. He serves as Chapter Sponsorship Chair for the National Aging in Place Council and volunteers as a driver and spokesperson for the American Cancer Society. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies, offering both non-discretionary and limited discretionary management through a large network of advisers.

Theodore Papadopoulos is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for nine years before joining Janney in 2021. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through multiple wrap programs and managed account solutions.

Thomas Lee is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, NYLIFE Securities, and New York Life Insurance Company. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Dean Starr is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, M&T Securities, and HSBC Bank USA. Starr joined Citigroup Global Markets in 2026. 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 in-house research, operating at a large institutional scale with specialized market roles and arrangements.

Ronit Rogoszinski is a CFP® professional with 34 years of experience in the financial services industry. She is currently with Osaic Advisory Services, LLC, joining the firm in 2024 after previous roles at American Portfolios Advisors, Inc., SlateStone Wealth, LLC, and LPL Financial. She is also a contributing author to "Money Talks," a book featuring advice on difficult financial conversations. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth fund clients. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a combination of fundamental and technical analysis alongside platform integrations and third-party managers.

Chen Chao Fang is a financial advisor at Transamerica Financial Advisors with Series 65 credentials and one year of industry experience. His previous roles include positions at World Financial Group Insurance Agency, Springfield Bloom LLC, Cohnreznick LLC, National Healthcare Consulting, and IJR Consulting Corp. He is involved with Springfield Bloom LLC, an entrepreneurial venture outside traditional financial advising. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Nicholas Limongelli is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities, LLC since 2017, alongside his association with Guardian Life Insurance Co of America since 2012. He serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) New York Young Advisors Team. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to proprietary wrap programs, and a digital advisory solution, tailoring client relationships through both discretionary and non-discretionary mandates.