Rui Su is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has been with Citigroup Global Markets since 2011 and holds Series 63 and Series 65 designations. 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 and operates with significant institutional scale and market roles, including in-house research and derivatives trading capabilities.

Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.

Anthony Dipietro is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Voya since 2016. Outside of financial advising, he operates Tony DiPietro Photography and serves in multiple public service roles in Galloway Township, including council member and mayor. He is also a contributing author on responsible money management and participates on the advisory board of a regional Catholic school. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients by providing financial planning, portfolio management, and brokerage and insurance product distribution. The firm utilizes model portfolios and third-party strategists and manages a substantial portion of its advisory assets on a non-discretionary basis.

Peter Mc Kenna is a financial advisor with Janney Montgomery Scott in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Eagle Strategies (NY Life) for ten years before joining Janney Montgomery Scott. Outside of his advisory role, he coaches youth baseball for East Meadow Little League. 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 brokerage, financial planning, and advisory services, utilizing a mix of in-house and third-party portfolio management across multiple programs.

David Herrington is a financial advisor with Citizens Securities, Inc. in Melville, NY. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill Lynch. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Dominick Citera is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Melville, NY, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equity Services and National Life Group since 2010. Outside of his advisory work, Citera serves on the board of directors for the Mercedes-Benz Club of America, a car club that organizes shows and events. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Marshall Green is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. He has 14 years of industry experience, including roles at Citigroup since 2017, Bank of America, N.A. since 2016, and Merrill since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, and retirement planning, using a range of strategies including strategic and tactical asset allocation and manager selection.

Michael Di Marco is a CFP® professional with 10 years of experience in the financial services industry. He has worked at firms including American Express Financial Advisors Inc., IDS Life Insurance Company, and Country Fair Management LLC. Since 2025, he has been affiliated with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of investment advisory programs including discretionary and non-discretionary models from in-house and third-party managers.

Eric Greengold is a financial advisor at Voya Financial Advisors, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Voya since 2016. Outside of his advisory role, he has worked as a bartender at Grimm Artisanal Ales and provided administrative consulting services for Pension Actuarial Consultants. Voya Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven sleeves, supporting both discretionary and primarily non-discretionary programs.

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 63 designation and bringing 13 years of industry experience. He has worked at LPL Financial, LLC and MetLife Securities Inc. Prior to his current role, Obrien has been with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a combination of affiliated and third-party sub-advisors.

Andrea Avitabile is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including eight years with Fidelity Personal and Workplace Advisors and a decade with Fidelity Brokerage Services LLC. He currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from internal and third-party managers.

Camille Ramirez Dostert is a financial advisor with HSBC Securities (USA) Inc. She holds the Series 66 designation and has 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary investment solutions. The firm employs a multi-profile risk approach and utilizes affiliated and third-party providers for advisory, fund selection, and custody services.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Guardian Life and its affiliates since 2012. Outside of his advisory role, he is involved in insurance activities unrelated to Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party model portfolios.

Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

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.

Linghsiang Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with seven years of industry experience. His background includes roles at Zion Grace Home Health Care & Community Services and New York City Transit, as well as operating a sole proprietorship focused on individual tax preparation. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to manage assets totaling approximately $1.7 billion.

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.