Stacy Pierre Louis is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 65 designations and with seven years of industry experience. She currently serves as SVP of Financial Strategies and has worked with Eagle Strategies and affiliated entities since 2018. Her prior work includes roles in media with News 12 and AMI. Additionally, she operates under the DBA SVP Financial Strategies to sell New York Life products and broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, serving a diverse range of clients including defined contribution and benefit plans, corporate, and charitable entities.

Joshua Silber is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including in-house research and derivatives services.

Francesco Livoti is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked within New York Life Insurance Company and its affiliated firms since 2018. Outside of his advisory role, he is involved with the Huntington Chamber of Commerce Young Professionals Committee and serves as a board member of the Huntington Township Chamber of Commerce, supporting local business and community initiatives. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

Chase Nelson is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Fidelity, and T. Rowe Price. Outside of his advisory role, he is involved as a luxury concierge attendant for a third-party contracting service. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, applying a fiduciary standard to its registered investment adviser services.

Richard Silvia is a financial advisor at Oppenheimer with 25 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Outside of his advisory role, he serves as president of the Executive Business Association in Long Island, NY, focusing on networking activities. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation across various investment vehicles and acts as a qualified custodian for client assets.

Sam Ghali is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients through multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and supports a variety of investment vehicles, combining large institutional scale with specialized market roles.

Yale Bahar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is an owner of multiple rental properties in various U.S. cities, which he manages outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission services.

Jack Fiorillo is a financial advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance Company, New York Life Insurance Company, and NY LIFE Securities. Before entering the financial industry, he completed his education at Endicott College and worked at The Wheatley School for six years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Mathew Lazzarini is a financial advisor at Citigroup Global Markets with four years of industry experience. He has held positions at Coatue Management, LionGrove LLC, and PriceWaterhouseCoopers. Outside of his advisory work, he is involved in catering through The Chef's Agency, assisting with events primarily on weekends. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains large-scale institutional capabilities including in-house research, derivatives trading, and bespoke discretionary solutions.

Mia Peters is a Series 66 licensed financial advisor with one year of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, inc. Her prior experience includes roles at Equitable Advisors, LLC and Meddeas. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Gabel is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

Giuseppe Ferrucci is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities alongside specialized market roles.

Michael Appelbaum is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He has been with Janney Montgomery Scott since 2001. He holds Series 63, Series 65, and Series 66 designations. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Jeffrey Soares is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and bringing 25 years of industry experience. He has worked with Union Financial, Inc. since 2021 and has been with Principal Securities since 2014. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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.

Raymond Lee is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding a Series 63 designation and six years of industry experience. He has worked at Eagle Strategies since 2023 and has concurrent roles at NYLIFE Securities LLC and New York Life Insurance Co. since 2021. Outside of his advisory work, he owns Tai Chi Ray, LLC, a fitness and well-being education business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Sean Howard is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He has been with Citigroup Global Markets since 2007 and 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 and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research capabilities, and distinctive market roles such as acting as a swap dealer and futures commission merchant.

Joseph Mastronardi is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies with in-house research and specialized market roles.

Georgia Mouzakis is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. She has held the position of past president and remains a member of the Hellenic American Bankers Association, Inc. in New York. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a broad range of advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains a combination of institutional scale and specialized market roles.

Thomas Moran is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets Inc. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and incorporates a combination of large institutional scale and unique market roles.

Luis Seabra is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 credential and has worked at Citigroup since 2017, following a one-year tenure at Morgan Stanley. Outside of his advisory role, he is involved as a partner and owner in several trucking and real estate businesses in New Jersey, managing operations and property management activities outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with internal oversight to select and monitor managers, and maintains a combination of large institutional scale and market roles including futures and derivatives services.