Katherine Agrillo is a financial advisor at Carson Wealth with ChFC® and Series 63 credentials. She has over 28 years of industry experience, including prior roles at The Pinnacle Financial Group and LPL Financial. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing tailored solutions such as custom indexing and access to alternative investments.

Mark Raffa is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. His prior work includes long tenures at Metlife Securities Inc. and MassMutual Investors Services. In addition to his advisory role, he serves as a defensive driver instructor with the Empire Safety Council and advises on college funding seminars. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Maria Ocampo is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Premier Asset Solutions Inc., Nylife Securities, LLC, and New York Life Insurance Company. Ocampo operates Ocampo Financial Strategies, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved with Marios Pizzeria and Farmingdale State College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Joseph Messina is a CFP® certificant with 30 years of industry experience. He is currently with Osaic Advisory Services, LLC, where he joined in 2024 after spending 22 years at American Portfolios Financial Services, Inc. In addition to his advisory work, he maintains a CPA practice focused on income tax preparation and holds a minimal insurance agent role specializing in life and long-term care products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, combining fundamental and technical analysis with access to alternative investments and institutional platforms.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at HSBC Securities and its affiliate HSBC Bank USA N.A. since 2006. In addition to his advisory role, he serves as a Bank Officer at HSBC Bank USA N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation advice with due diligence and ongoing fund monitoring, offering both U.S. and offshore investment solutions.

Drew Newman is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Alphonso Brown is a financial advisor at Principal Financial Services with five years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Morgan Stanley for 30 years. His recent background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alex Szczepanski is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he held roles at Dereli Hospitality Corp and Jetrod Restaurant Depot, among other positions. He has also been involved with Binghamton University and the Developmental Disabilities Institute. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Vincent Cagnina is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Northwestern Mutual, Raymond James Financial Services, and various divisions of Guardian Life. He is also involved in health insurance brokerage through PGP. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers 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 provides access to proprietary programs, third-party solutions, and insurance products through its established relationship with Guardian Life.

Pascal Lanotte is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network. He has a long tenure with Securities America Advisors, Inc., spanning over two decades before joining his current firm. Lanotte also spends time in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a comprehensive adviser-support platform with managed-account programs, third-party asset manager access, and extensive custody and clearing services.

Anjian Su is a financial advisor at HSBC Securities (USA) Inc. in Flushing, NY, with 21 years of industry experience. He has held Series 63 and Series 66 designations and has worked at HSBC Bank USA and HSBC Securities since 2007. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, providing both client-directed and discretionary portfolio management options.

Lawrence Keller is a CFP® and ChFC® with 34 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked in various capacities since 2003. Outside of his advisory role, he engages in professional public speaking on insurance topics, including disability and life insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment solutions through a combination of advisor-led discretionary management and model-based strategies.

Gina Martinez is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. Prior to joining Hightower in 2020, she worked with United Asset Strategies, Eagle Strategies, New York Life Insurance Company, and NYLife Securities. Outside of her advisory role, she serves as a spin instructor at Gold’s Gym. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment strategies and operational features tailored to complex portfolios.

Christina Lin is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY. She holds Series 65 and Series 63 licenses and has nine years of industry experience, including roles at ABI FI Corp. and NYLIFE Securities LLC. Outside of advising, she works as a certified translator providing services for New York State agencies. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis.

Rohan Handa is a financial advisor with Eagle Strategies (NY Life) based in Rego Park, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Eagle Strategies since 2013 and has over two decades of prior experience at New York Life. Outside of his advisory role, he is an investor in real estate, specifically in apartment complex investments. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and operates within an integrated structure affiliated with New York Life.

Robert Gallo is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various institutional clients. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Leonard Descartes is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He previously worked at TD Bank N.A. and AMAZON before joining his current firm. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Bruce Somer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 32 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets. 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, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Abel Joseph is a financial advisor at Guardian Life with Series 66 credentials and four years of industry experience. He has worked at Park Avenue Securities since 2022 and has been associated with Guardian/GHF since 2021. Outside of advising, he works part-time with a health insurance agency and with Instacart. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms, tailoring client relationships through financial planning, consulting, and access to insurance products and alternative investments.