Jeremy Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with TIAA and TIAA-CREF since 1997 in Melville, NY. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolio options and acts as adviser to a donor-advised fund.

C Risque Downes is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill for 19 years before joining Citizens Securities in 2024. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Alberto Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of finance, he owns Hollahood Entertainment Corp, a company involved in fashion, film, and music production, and holds three registered trademarked fashion labels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Katarina Obermaier is a Series 65-licensed financial advisor at Wealthspire Advisors with two years of industry experience. She previously worked at Long Point Capital and has academic experience from Colgate University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm utilizes an institutional-style asset allocation approach with diversified investment vehicles and offers services including wealth management, financial planning, and retirement-plan consulting.

Keith Macpherson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates under the DBA Wealth Conservation Group, Inc., where he brokers non-registered insurance products alongside offering New York Life products and services. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and maintains a predominantly non-discretionary asset management approach.

Giscard Chery is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Merrill, with multiple tenures at HSBC entities. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his advisory firm, in addition to his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios and integrates global asset management expertise with a multi-profile investment approach.

Patrick Wren is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, pension, nonprofit, and foundation clients, using an institutional-style asset allocation approach with a range of investment vehicles and centralized oversight.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.

Ping Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and several health services companies. Outside of advising, he serves as a personal assistant for Public Partnership Home Care, providing in-home support to his mother. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with approximately $1.7 billion in regulatory assets under management.

Shunly Wang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 10 years of industry experience. Wang also operates a jadeite retail business, Ding Yu International North America, and serves as a notary public in both New York and New Jersey. Prior experience includes roles at LSPN Pro, LLC and InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Nicholas Lercara is a financial advisor at Lincoln Investment with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he has been involved with youth hockey organizations, including PAL Youth Ice Hockey and Long Island Whalers Youth Hockey. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Susan Ng is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has five years of industry experience. She is involved with community organizations including the Plainview Chinese Cultural Center, Inc. and the Association of Chinese Schools. Transamerica Financial Advisors serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment programs.

Taylor Stathis is a CFP® professional with 2 years of industry experience, currently with Wealthspire Advisors where he has been employed since 2016. Outside of advisory work, he is the owner and manager of a real estate business called Hodor 1 LLC. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation approach and offers a range of wealth management and financial planning services tailored to client needs.

Keiko Krull is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameritas entities since 2009 and is also associated with Dipaola Financial Group. Outside of advisory services, she is licensed as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a broad client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a dedicated Investment Committee and third-party partners.

Michael Bueti is a CFP® professional with six years of experience at Wealthspire Advisors and a total of two years in the financial industry. His prior work experience includes roles at East West Bank, New York Community Bank, Guidepoint, and Marist College. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement consulting services.

Alison Longstreet is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with New York Life Insurance Company and affiliated entities since 2013 and operates under the Genovese Associates dba to sell New York Life products and broker non-registered insurance products. Alison is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Megan Muccio is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and having eight years of industry experience. She is also owner and president of Megan D. Muccio, CPA, PLLC, providing tax preparation, accounting, and bookkeeping services. She has worked at United Planners since 2019 and previously at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party platforms to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

Paul Cheng is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. His prior experience includes roles at Lifestyle Strategies Inc. and World Financial Group, INC. Outside of advisory work, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory platforms such as Transamerica ONE and the TFA365 Advisory Program.

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. Citigroup Global Markets 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.