Nina Barbarino is a financial advisor with Empower Advisory Group in King’s Park, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes service at GWFS Equities, Inc. since 2022 and a sixteen-year tenure at Prudential Insurance Company of America and Prudential Investment Management Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform linked to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors, supporting a large client base relative to its advisor count.

Christopher Walkley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held various roles at Morgan Stanley entities from 2008 to 2017. 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 multiple advisory programs utilizing both in-house and third-party portfolio management.

Andrew Cohen is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2004 to 2007. He 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, execution, and custody services. The firm emphasizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including security-pricing activities and derivatives services.

Caleb Pointdujour is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to his current role beginning in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios through its TD Managed Portfolios and related offerings.

Darren Stevenson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at LPL Financial and New York Community Bank. Outside of finance, he owns So Many Ways Music, a music publishing company. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party managers with a focus on strategic and tactical asset allocation.

Donna Mannarino is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has held her current position since 2007. Her credentials include the Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a large institutional scale with specialized market roles.

Matthew Neugebauer is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and offers solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and various specialized market roles.

David Degraff is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 1991. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Paul Sciacca is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He is also president of NAIFA NY, where he oversees government relations and advocacy for insurance and financial advisors. His prior and concurrent roles include positions at Wealth Conservation Group, Inc., Pinnacle Strategies Inc., Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides advisory solutions through various program types, with the majority of assets managed on a non-discretionary basis.

Roodmy Cesar is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill, Equity Services, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party managers and provides ongoing portfolio management, financial planning support, and custody through third-party custodians.

Andrew Gozinsky is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1998. Gozinsky holds a Juris Doctor degree, although he is not an active member of the New York State bar. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Angela Romeo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citigroup since 2002. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and pricing capabilities while providing bespoke solutions for large relationships.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following two years at Axa Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs across equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation, with both discretionary and non-discretionary services.

Francis Johnson is a CFP® professional with 26 years of industry experience, currently with TLG Advisors, Inc. He has previously worked at Massachusetts Mutual Life Insurance Company and AXA Distributors, LLC. Johnson is also a registered representative with Griffin Distribution Partners LLC. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Michael Tynan is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent two years with TIAA-CREF. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios managed through both discretionary and non-discretionary approaches.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Richard Rubin is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at \u0026PARTNERS since 2025 and previously spent 11 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary account management.

Michael Murphy is a financial advisor with Oppenheimer in Melville, NY, holding Series 63 and Series 66 registrations and bringing 42 years of industry experience. He worked at Merrill from 1986 to 2009 before joining Oppenheimer, where he has been since 2009. 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 broad range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Michael Mc Murray is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and 44 years of industry experience. He has previously worked at Janney Montgomery Scott, UBS Financial Services, and Merrill. Mc Murray has been with Oppenheimer since 2019. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles, offering a range of advisory programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary portfolio management with a focus on equity, balanced, and fixed-income strategies, and maintains custody of client assets while operating its broker-dealer and advisory businesses.