Alphonso Brown is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior experience includes tenures at NYLIFE Securities LLC and New York Life Insurance Company, as well as a 30-year career at Morgan Stanley. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm focuses on 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 with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he held various roles including positions at Jetrod Restaurant Depot and involvement with the Developmental Disabilities Institute. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by a combination of in-house portfolio management and third-party managers.

Vincent Cagnina is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Kingswood Wealth Advisors, Northwestern Mutual, and Raymond James Financial Services. In addition to his advisory work, he is involved in health insurance brokerage through PGP. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies across various account types and supports lending and tax-efficient features.

Pascal Lanotte is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and Full Spectrum Financial Solutions. He previously worked for Securities America Advisors, Inc. for over two decades. Lanotte also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions to their clients.

Lawrence Keller is a CFP® and ChFC® with 34 years of industry experience. He is currently associated with Park Avenue Securities and Guardian Life Insurance Company of America, where he has held roles since 2003 and 2004 respectively. Outside of his advisory work, he engages in professional public speaking on insurance topics and maintains an outside business in disability, life, and medical insurance. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Paul Kim is a CFA® charterholder with 14 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at National Planning Corporation from 2011 to 2017. Kim is also involved with Paris International Corp, where he has been active since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion to construct portfolios using various securities and insurance products.

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.

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.

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.

Marc Scharf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Advisory Services Network, LLC before joining Private Advisor Group in 2018. Outside of his advisory role, Mr. Scharf consults on revenue streams for investment advisory and captive insurance services and is involved in business development consulting for Independent Captive Associates. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing a variety of investment strategies and extensive industry affiliations.

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis.

Michael Monteverde is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale alongside specialized market roles.

Jeffrey Damasco is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a silent investor in a startup business called Dynamics Tournaments. 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 with internal oversight and combines large institutional scale with distinctive market roles and commercial arrangements.

Boaz Pierre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is an independent contractor appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Orbon is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked with MLB and St. John's University. Outside of his advisory role, he has been involved with Next Level Baseball. 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 including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Kyle Sanger is a financial advisor with Equity Services, Inc., holding a Series 66 designation and two years of industry experience. He has worked at firms including National Life Group and Equitable Advisors. Outside of finance, he maintains involvement with Solar Dad and Sons, a business he has been connected to for over ten years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.

Michael Liguori is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 66 designation and bringing 29 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. for 10 years and joined Principal in 2023. In addition to his advisory role, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.

Kareem Roberts is a financial advisor with Valic Financial Advisors, holding a Series 66 license and five years of industry experience. He has worked at Valic Financial Advisors since 2021 and also serves as an agent for AGIA, offering non-securities insurance products. Prior to his advisory career, Roberts held positions at firms including Sears and Lowe’s. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-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 and management.

Albert Murad is a financial advisor at Oppenheimer with 20 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. In addition to his advisory role, he serves as the treasurer of a networking group, managing its weekly breakfast payments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Massimo Romano is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Janney in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Romano is also a member of the PCN Networking Group of Long Island, a professional organization focused on ethics and professionalism. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.