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. He has worked with several firms, including Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his role at Ameritas, he is involved with DiPaola Financial Group, where he engages in insurance and financial planning activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Marcos Cabral is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Nicholas Pepitone is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His career includes roles at TD Bank N.A. since 2019 and TD Private Client Wealth LLC starting in 2023. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a mix of strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Joseph Gonzalez is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held multiple roles within the Ameritas organization since 2013. Outside of his advisory work, he is a senior associate at DiPaola Financial Group, where he is involved in selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of advisory services including fee-based asset management, retirement-plan consulting, and model portfolio management, supported by affiliated investment adviser representatives and third-party sub-advisers.

Stephen Bornet is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior work includes roles at TD Ameritrade, E*TRADE Capital Management, Morgan Stanley, and TD Bank. Outside of finance, he is the lead guitar and background vocalist for a rock cover band called Minor Issues. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through both affiliated and third-party managers, offering portfolio management, financial planning, and custody services.

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.

Robert Palmieri is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2019. His prior experience includes roles at R.F.- Fulcrum Group and Untracht Early. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and operational features.

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.

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.

Kathleen Lumetta is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Her work history includes roles at TD Bank N.A., PFS Investments Inc., Primerica Financial Services, Schooley Mitchell of Roslyn, Natwest Group, and HSBC. Lumetta was previously the owner of Marylebone Road LLC, a cost consulting business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning, and custody through third-party custodians. The firm uses a mix of affiliated and third-party sub-managers and offers a cross-border Private Investment Advisor model.

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 with Oppenheimer in Melville, NY, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Oppenheimer in 2021, he worked at Peoples United Bank, Sterling National Bank, and Astoria Bank. He is a member of a local investment group in Hauppauge, NY, where he serves as an advisor and receives referrals through weekly meetings. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory and portfolio management programs. The firm’s investment approach varies by program and advisor, including strategic asset allocation, manager selection, and both discretionary and non-discretionary management, with approximately $36.7 billion in assets under management as of December 31, 2025.

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 financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 16 years of industry experience. His background includes roles at New York Life, Guardian Life Insurance, and The Heritage Planning Group, where he also serves as managing partner. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs incorporating in-house and third-party investment solutions, with a platform approach that integrates multiple advisory and technology resources.

James Amodeo is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has seven years of industry experience, including eight years at Oppenheimer & Co. Inc. prior to his current role. He is associated with Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, which offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates proprietary and third-party model portfolios and provides both discretionary and non-discretionary advisory services.

Anthony Izzo is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and over 42 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, he serves as president of Benefit Planning Corp, which sells life insurance, disability, and long-term care products. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a mix of model portfolios and manager-driven strategies, supporting both discretionary and predominantly non-discretionary investment programs.

Pambayan Meyyan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Primerica Advisors since 2015 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm manages investments through proprietary and third-party strategies and supports a range of account features including discretionary management, alternative investments, and securities-based lending.