Lissette Almanzar is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at Hightower Securities LLC since 2017. Outside of her advisory role, she volunteers as a financial coach with Women's Money Matters and maintains a fitness and lifestyle content page on TikTok. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that includes affiliated and third-party managers, mutual funds, ETFs, and alternative investments.

Yi Wang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007. Wang holds the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.

Rosario Lenzo III is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with Hornor, Townsend & Kent, LLC and has been associated with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Lenzo is involved in insurance sales and investment advisory through his roles related to Empire Wealth Strategies and Lenzo Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, managing a multi-billion-dollar asset base through a combination of third-party asset managers and tailored client strategies.

Frank Booth Jr. is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with VOYA Financial Advisors since 2015. Outside of his advisory role, he is also active as an independent insurance agent and works as a real estate salesperson with Berkshire Hathaway HomeServices. VOYA Financial Advisors serves a wide range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily focusing on non-discretionary, recommendation-based relationships.

Di Lu is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Transamerica since 2013. Outside of his advisory role, Di Lu is involved with the Global Youth Leadership Organization Inc. and the Youth Leaders Development Organization. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 45 years of industry experience. He has been associated with multiple Ameritas entities since 2018 and has managed his own firm, Freed Management Group Inc., since 1994. Outside of advisory services, Freed is involved in commercial real estate management as a limited partner consultant with ABHC Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Thomas O Connell is a financial advisor at RBC Rochdale, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America. Outside of his advisory role, he has worked as an Uber Eats driver. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities. The firm employs an active, multi-strategy investment process that combines quantitative models with fundamental analysis to construct tailored portfolios across equities, fixed income, real assets, and alternative investments.

Scott Greenspon is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 designations. He has 26 years of industry experience and has been with Janney in various capacities since 2016. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Isaac Addo is a financial advisor with Eagle Strategies (NY Life) in Uniondale, NY, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has been associated with New York Life Insurance Company since 2003 and Nylife Securities, Inc since 2006. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a comprehensive network of advisors. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

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 65 and Series 63 designations. His prior work includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary portfolio options, using a structured investment process that incorporates strategic and tactical asset allocation and ongoing fund monitoring.

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.