Isaac Addo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes long-term roles with NYLIFE Securities, Inc. and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Christopher Volberg is a financial advisor with Primerica Advisors based in Roslyn, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Volberg also provides limited consulting services to his family's business, Quality A/C & Heating, and serves on the board at Bentley University. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Steven Work is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Monte Sperling is a Series 63-registered financial advisor with 32 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved with Montnor Associates LLC, a business providing accounting services. 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 across multiple platforms.

Guy Bodner is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Evercore, and Jones Day, as well as a position at Crest Hollow Country Club. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with individual investors, plan sponsors, and charitable and corporate clients.

Kritameth Pongcheewin is a CFA® and holds a Series 66 license, currently serving as a financial advisor at Commonwealth Financial Network with three years of industry experience. Prior to this role, Kritameth worked at EverRise and Eurofins Lancaster Laboratories PSS, and also has experience in the restaurant industry managing White Coconut Thai Restaurant. 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 and manages roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Chor Shing Chan is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Merrill and JPMorgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both discretionary and client-directed investment solutions, utilizing multiple risk profiles and a combination of strategic and tactical asset allocation developed alongside HSBC Global Asset Management.

Matthew Spatola is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Guardian Life. Outside of his advisory role, he is involved with several business entities unrelated to investment activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver customized investment solutions.

George Russo Jr. is a financial advisor at Empower Advisory Group with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at People's United Advisors, Santander Securities, LPL Financial, Edward Jones, and Chase Investment Services. He serves as a director for the Merrick Bellmore Little League, assisting with league divisions, coaching support, and youth clinics. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients connected to TIAA-administered employer retirement plans.

Kevin Flaaen is a financial advisor at Wealthspire Advisors with a Series 65 designation. He has nine years of prior experience at FineMark National Bank & Trust before joining Wealthspire Advisors in 2025. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services, customizing portfolios to client objectives with an emphasis on strategic asset allocation across a variety of investment vehicles.

Robert Schrier is a financial advisor with Primerica Advisors in Brooklyn, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over 27 years with Primerica Advisors and a concurrent tenure at Guardian Life Insurance Company since 1993. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients through brokerage and advisory services. The firm offers proprietary advisory programs, third-party manager platforms, and financial planning solutions, managing approximately $15 billion in assets with a mix of discretionary and non-discretionary strategies.

Alan Li is a financial advisor with Eagle Strategies (NY Life) in Rego Park, NY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Co. since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with a diverse range of institutional sponsors within the New York Life affiliate structure.

Alexander Miradoli is a CFP® and ChFC® with eight years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His background includes roles at Foresters Financial Services and a teaching position at Binghamton University. He works at Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Jonathan Hoge is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Financial Resources Group Investment Services, LPL Financial, Astoria Bank, and TD Bank. Hoge is based in Garden City, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities combined with unique market roles and arrangements.

Allice Fu is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for 21 years. In addition to her role as a registered representative, she serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and offers specialized programs including the Offshore Spectrum for qualified non-resident clients.

Scott Odonnell is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at E*TRADE Capital Management LLC and Morgan Stanley prior to joining Oppenheimer. Odonnell is a founding partner of a networking group, which currently operates without financial gain. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies covering equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Carl Friedrich is a financial advisor at Farther with the designations CFP® and CFA®, and holds Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at Excelsior Investment Advisors, Fcci Consulting, and FCE Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and independent managers, supplemented by AI tools under internal review.

Serafino Bruno is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Securities and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with institutional scale and specialized market roles.

Kevin Fahy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He spent the majority of his career at TIAA-CREF from 1994 to 2025 before joining Empower Advisory Group in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.