Songqun Florence is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients through various program types.

Owen Gold is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc., Morgan Stanley, and involvement in the hospitality sector with South Kitchen + Bar and Mission Taco. Owen has also held teaching positions at the University of Georgia and Long Island University. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Christopher Drossos is a financial advisor at Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has been in the industry since 2023. His prior experience includes roles at LPL Financial LLC and Riley Financial Strategies Group, as well as positions outside the financial sector at Seton Hill University and Westlake High School. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture, advisor-driven model that integrates multiple third-party platforms and offers customized portfolio management, financial planning, and outsourced CIO solutions.

Maria Bekas is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 65 licenses and having five years of industry experience. She is the owner of Positive Wealth Strategies LLC, through which she brokers non-registered insurance products in addition to her advisory role. Her prior business experience includes ownership roles with Greek Taverna LLC and Face Organics LLC. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, supporting a variety of advisory programs within the New York Life affiliate structure.

Gerald Spitzer is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Outside of advising, he serves as a board member for NAMI NYC, a nonprofit focused on mental illness, and holds advisory roles related to employee ownership initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ diverse investment strategies and offers both discretionary and non-discretionary account management through various platforms and sub-advisers.

James Moore is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Guardian Life in various capacities since 2015 and serves as a trustee for the Hillsborough Jr Raiders Sports nonprofit as well as a board member for the Somerset County 200 Club. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and model-based investment management solutions tailored by advisors to meet client needs.

Joseph Rivara is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life since 1995, working there for over 31 years. Rivara is also involved in insurance sales beyond Guardian products. Guardian Life's subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to proprietary and third-party advisory solutions tailored to client needs.

Steven Buczek is a financial advisor with TD Private Client Wealth LLC in White Plains, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at TD Bank N.A., Guardian Life Insurance, Park Avenue Securities, and New York Life. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a mix of strategic and tactical asset allocation through affiliated and third-party sub-managers and provides ongoing portfolio management, financial planning support, and custody services.

Damian Petta is a Series 66-credentialed financial advisor with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth and Harvestwealth Partners since 2009 and has prior experience at Merrill. Outside of his advisory role, he plays guitar at local bars and restaurants. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and retirement consulting, supporting diverse investment strategies through both internal and external portfolio management options.

Paul Tramontozzi is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd in Tarrytown, NY. His prior experience includes roles at KBK Wealth Management, LLC and Commonwealth Financial Network. He has served as a registered representative of LPL Financial, LLC alongside his advisory work. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutions, and offers a variety of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

Ryan Grealy is a financial advisor at Guardian Life with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cohen & Steers Capital Management, Inc. and Cohen & Steers Securities, LLC for nine years. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships supported by proprietary programs and third-party platforms.

George Siderias is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Guardian Life since 2011 and at Park Avenue Securities since 2012. Outside of his advisory work, he operates F3COACH LLC, a personal development coaching business, and holds officer roles in NG Luxe LLC and NG Gainz LLC, which focus on automotive operations and nutrition supplements, respectively. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary platforms, including digital advisory solutions.

Alejandro Tirso is a CFP® professional with 13 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Invesco Distributors, Inc. and Oppenheimer Funds. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing a range of investment advisory, financial planning, and managed account programs.

Lily Kanjiram is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked with GWFS Equities, Inc. since 2022 and with Prudential Investment Management Services and Prudential Insurance Company of America since 2014. 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 certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Hau Ling Cheng is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2014 and holds 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 execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jayson Tenorio is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has been with Citigroup Global Markets since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he works part-time in retail sales and assists with senior healthcare activities. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Matt Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Billfold, Yelp, and Strategic Financial Solutions. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to a diverse client base including individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Dawn Zerillo is a financial advisor at Hightower Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and provides accounting assistance to a real estate investment firm through DDI Equities LLC outside of her advisory role. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles. The firm serves a diverse client base that includes pension plans, charitable organizations, corporations, and financial institutions, and is noted for managing cross-border exposures and institutional mandates.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and its related entities since 1985. Outside of his advisory work, he serves as treasurer for the Red Creek Association. Guardian Life’s Park Avenue® Wealth Management, 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital solutions to tailor client relationships.