John Melkun is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Prior to entering finance, he was employed at Audi for two years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Peter Bartone is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 credential and 25 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is also an agent involved in the sales and servicing of life, health, and disability insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Kristin Lanzi is a financial advisor at Lincoln Investment with 19 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2011. Prior to that, she was with Capital Analysts, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and combines advisor-led guidance with fiduciary retirement advice.

Steven Lichtenstein is a financial advisor with Primerica Advisors in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he serves as a consultant for the Gerson Lehrman Group and participates in several networking and resource groups, including a marketing cooperative and a support network for divorcing individuals. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party portfolios and supports multiple financial planning and lending solutions.

Lori Siro is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 21 years of industry experience. She previously worked at Lincoln Investment and Legend Equities Corporation and is also the president and sole shareholder of LJ SIRO CPA SERVICES PC, a CPA firm that provides tax and business services to approximately 250 clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Vance Brown is a financial advisor at Kestra Advisory with five years of industry experience. He previously worked at Williams Jones Wealth Management, LLC and Williams Jones & Associates, accumulating eight years across both firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Gregory Moss is a CFP® with nine years of industry experience currently with Savant Wealth Management. He previously worked at Heller Wealth Management for nine years and EF Legacy Securities, LLC for one year. Outside of his advisory role, he is a member of GDM Properties, LLC, a real estate holding company. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies across various investment vehicles, supported by in-house accounting, legal, and trust services.

Anthony Bertrami Jr. is a financial advisor with Primerica Advisors, holding 48 years of industry experience. He has also worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies.

Vincent Napolitano is a financial advisor with Kestra Advisory in Port Jefferson, NY, holding a Series 63 designation and 11 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and CA Technologies. He is also involved with Coastline Wealth Management, providing insurance products such as life insurance and annuities to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with services including fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds.

Jian Liu is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and EIMC, LLC. Liu is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Joseph Gonnella Jr. is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kayla Conelli is a Series 66 licensed financial advisor with one year of industry experience, currently with Citigroup Global Markets. She previously worked at Equitable Advisors, LLC and Daniel Treacy - Equitable Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services.

Anthony Romeo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, he is a registered representative for CGAA Inc., engaging in financial services and life insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Kenneth Cusick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 1998. His other business activities include insurance services unrelated to Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Kelly Fung is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight processes, and maintains unique market roles including in-house research and swap dealer activities.

David Schnall is a financial advisor with Kestra Advisory, holding a Series 63 designation and 39 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Kestra in 2024. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions, serving clients that include large institutional investors such as sovereign wealth funds.

Thomas Tibaldi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and operates with notable institutional scale and specialized market roles.

Connor Hughes is a financial advisor with Principal Financial Services in Melville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at Mutual of America Financial Group. Outside of advising, he has worked in ocean rescue and holds an insurance sales position focused on life, disability, annuities, health, and Medicare-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.