Todd Rashkin is a financial advisor with GWN Securities Inc. in Yonkers, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at firms including Equitable Advisors, Axa Advisors, and Cetera Advisors. Outside of his advisory role, he serves as Vice President of Contemporary Employee Plans, Inc., a company specializing in group medical and employee benefits plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios across various investment strategies.

Di Lu is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Transamerica since 2013. Outside of his advisory role, Di Lu is involved with the Global Youth Leadership Organization Inc. and the Youth Leaders Development Organization. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as President of Freed Management Group Inc., a business focused on insurance sales and administration since 1994. Additionally, he is a Limited Partner-Consultant with ABHC Property Group LLC, involved in commercial real estate management. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a variety of investment strategies and affiliated representatives.

Thomas O Connell is a financial advisor at RBC Rochdale, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America. Outside of his advisory role, he has worked as an Uber Eats driver. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities. The firm employs an active, multi-strategy investment process that combines quantitative models with fundamental analysis to construct tailored portfolios across equities, fixed income, real assets, and alternative investments.

Scott Greenspon is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 designations. He has 26 years of industry experience and has been with Janney in various capacities since 2016. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Isaac Addo is a financial advisor with Eagle Strategies (NY Life) in Uniondale, NY, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has been associated with New York Life Insurance Company since 2003 and Nylife Securities, Inc since 2006. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a comprehensive network of advisors. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Christopher Volberg is a financial advisor with Primerica Advisors based in Roslyn, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Volberg also provides limited consulting services to his family's business, Quality A/C & Heating, and serves on the board at Bentley University. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Steven Work is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and operates with distinctive market roles, including in-house research and derivatives services, supporting both discretionary and non-discretionary investment solutions.

Monte Sperling is a Series 63-registered financial advisor with 32 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved with Montnor Associates LLC, a business providing accounting services. 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 multiple platforms.

Guy Bodner is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life, Evercore, and Jones Day, as well as a position at Crest Hollow Country Club. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with individual investors, plan sponsors, and charitable and corporate clients.

Kritameth Pongcheewin is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Commonwealth Financial Network since 2023. Prior to joining Commonwealth, Kritameth worked at EverRise and Eurofins Lancaster Laboratories PSS, and has experience in the restaurant industry through ownership of White Coconut Thai Restaurant. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Chor Shing Chan is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, and Bank of America. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliated providers.

Daniel Confreda is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, Morgan Stanley, and Marist College. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, with advisory solutions delivered through a network of investment adviser representatives who tailor strategies to client objectives.

Matthew Spatola is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Financial, Primerica Advisors, and Guardian Life Insurance Company. Outside of his advisory work, he is associated with several non-investment business entities for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving 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 and separately managed account strategies.

George Russo Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked previously at firms including J.P. Morgan Securities and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, offering both point-in-time financial plans and optional managed account solutions.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at TIAA-CREF since 2019 and previously held roles at People's United Advisors, Inc. and People's Securities, Inc. He serves as a director for Merrick Bellmore Little League, assisting with league operations and youth clinics. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered employer retirement plans. The firm uses a fiduciary standard and provides a range of advisory services including model and customized portfolios.

Kevin Flaaen is a financial advisor at Wealthspire Advisors with a Series 65 designation. He has nine years of prior experience at FineMark National Bank & Trust before joining Wealthspire Advisors in 2025. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services, customizing portfolios to client objectives with an emphasis on strategic asset allocation across a variety of investment vehicles.

Robert Schrier is a financial advisor with Primerica Advisors in Brooklyn, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over 27 years with Primerica Advisors and a concurrent tenure at Guardian Life Insurance Company since 1993. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients through brokerage and advisory services. The firm offers proprietary advisory programs, third-party manager platforms, and financial planning solutions, managing approximately $15 billion in assets with a mix of discretionary and non-discretionary strategies.

Alan Li is a financial advisor with Eagle Strategies (NY Life) in Rego Park, NY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Co. since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with a diverse range of institutional sponsors within the New York Life affiliate structure.

Alexander Miradoli is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding CFP® and ChFC® designations and Series 66 and 63 licenses. He has eight years of industry experience and has held positions at both firms since 2017 and 2018, respectively. His background also includes a brief tenure at AppAcademy and Foresters Financial Services. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a variety of model portfolios and digital advisory solutions.