Angelo Coppolino is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is a CPA with Moore Stephens, P.C., where he has been involved since 1974. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates a formal planning process with diversified portfolio allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Dino Stanisic is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at Wells Fargo Clearing for eight years. \u0026Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing both proprietary and third-party strategies with ongoing account monitoring.

Oksana Gniza Yurchenko is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2021, following prior roles including four years at Icap Corporates LLC. Citigroup Global Markets serves individual and institutional clients across a range of segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research, and roles as a swap dealer and futures commission merchant.

Steven Foerschl is a financial advisor with Equity Services, Inc. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. His career includes long tenures at MetLife Securities Inc. and related firms since 1974, with his current roles at Equity Services, Inc. and Integrated Financial Concepts LLC beginning in 2017. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Francis Detota is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 17 years of industry experience. He has been with Equity Services since 2011 and is also an insurance sales agent affiliated with National Life Insurance. He serves on the advisory board of St. Benedict Roman Catholic Church and School, participating in monthly financial council meetings. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms with both discretionary and non-discretionary management options and integrates long-term investment strategies with opportunities for specialized trading.

Wilfred Warrick is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Pinnacle Financial Service, MPower America, LLC, and World Financial Group, Inc., among others. Outside of advisory work, he assists Medicare-eligible individuals with Medicare plan selection and enrollment. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement its advisory approach through a large network of advisors and multiple program platforms.

Richard Piazza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as treasurer for Second Chance Stables, a 501(c)(3) nonprofit organization, and advises on the St. Patrick School Endowment Committee. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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, with access to proprietary and third-party platforms, including digital advisory solutions and integrated lending options.

Marc Alessandro is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds a Series 63 designation and has worked at firms including Prudential Insurance Company of America and National Life Group. Outside of his advisory role, he is also involved as an agent for insurance sales through Integrated Financial Concepts. Equity Services, Inc. (EFA Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines a range of advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management with a mix of long-term and shorter-term investment strategies.

Mario Girone is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, he is involved in managing several real estate entities in New York and New Jersey. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, maintaining internal oversight and utilizing external partnerships to manage client portfolios.

Sean Broderick is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked in Citi Personal Wealth Management since 2010. He has 16 years of industry experience. Outside of his advisory role, he is the owner and personal trainer at United Health and Fitness, LLC, and serves on the board of directors for The Greenbelt Conservancy in Staten Island, focusing on greenbelt preservation and education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside brokerage and custody services. The firm combines large institutional scale with unique market roles, providing discretionary and non-discretionary strategies that include alternative investments and digital assets.

David Dobin is a CFP® professional with 25 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he volunteers by selling merchandise at cost to support a colleague battling an illness. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

William Smalls is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 65 and Series 63 registrations and four years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLife Securities LLC and New York Life Insurance Company. Outside of financial services, he serves as president of the Deacon's Union and Women's Auxiliary of Monmouth and Adjacent Counties, a local Christian education organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a significant portion of its assets on a non-discretionary basis.

Keith Balla is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as the Mayor of the Borough of Watchung and is president of a general construction contracting firm. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach centers on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning.

Christopher Risko is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Signature Realty and Quest Capital Strategies. His outside activities include managing sales agents and placing life and health insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering advisory and broker-dealer services through proprietary and third-party investment models with both discretionary and non-discretionary program options.

Michael Bokach is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Agia and 1Force before joining Valic Financial Advisors. Outside of his advisory work, he is involved with Agia as an insurance agent focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and offers portfolio management and financial planning through a large network of advisors.

Kevin Charos is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2001. Outside of his advisory role, he serves as a co-executor of a will and manages a family limited partnership related to estate planning. 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 a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple program platforms.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Joslain Joseph is a financial advisor at Oppenheimer with 19 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2016. Prior to that, he was with Merrill from 2008 to 2016 and Ameriprise from 2007 to 2008. 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 range of investment programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting across discretionary and non-discretionary accounts.

Qiaoping Ren is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with Nylife Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory role, Ren is a partner in a commercial real estate venture. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions.

Michael Schwartz is a financial advisor with Guardian Life and holds a Series 66 designation. He has 19 years of industry experience, including extensive work at Park Avenue Securities and Guardian Life Insurance Company. He is also the single member of Schwartz Planning Group, LLC, an active business separate from his work at Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships combining advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment solutions.