Susan Russo is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She has worked with a range of firms including Allegiant Divorce Solutions and Thomas Elliott & Company. Russo is a certified divorce financial analyst and provides financial planning and support for individuals undergoing divorce through her own practice, Susan Russo Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a variety of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and third-party managers across multiple program platforms.

Guozhen Zhao is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at HSBC Bank USA NA, HSBC Securities USA Inc., Noble Fertility Center, and Prudential affiliate firms. 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 with internal standards and oversight committees to select and monitor managers.

Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc. in Melville, NY. He holds a Series 66 designation and has six years of industry experience, including prior roles at Optum and CDL. He also operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-driven tools to manage both non-discretionary and discretionary accounts.

George Crowley III is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Ameriprise Financial Services, and other firms. He is also involved as an equity owner and manager at Flurry Associates LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Robert Seipp is a financial advisor with GWN Securities Inc. holding a Series 66 designation and 14 years of industry experience. He has been with GWN Securities since 2015 and also works as a high school math teacher in the Wappingers Central School District, a role he has held since 1998. Additionally, he is involved in life insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning. The firm utilizes both affiliated and unaffiliated sub-advisers, employing portfolio strategies based on asset allocation, Modern Portfolio Theory, and momentum-based trading approaches.

Maria Carmen Abustan is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at CWM, LLC since 2022 and previously held roles at Mitlin Financial, Angulo Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is also licensed as a life insurance agent. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging a committee-driven investment process and access to alternative investments and customized portfolio solutions.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. Additionally, he operates as an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of investment adviser representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Anthony Romeo is a financial professional with 34 years of industry experience, currently affiliated with GWN Securities Inc. since 1995. He also holds a position at CGAA Inc., where he provides financial and insurance services including life, health, long-term care, and annuities. His credentials include Series 63 and Series 65 licenses. GWN Securities offers investment advisory and related services to individual and corporate clients, utilizing a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within certain legacy programs.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Bankers Life Advisory Services since 2021 and has worked at Bankers Life since 2015. In addition to her advisory role, she serves as a unit field trainer and insurance sales agent, recruiting and training new agents in insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Emily Gunston is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Clearing, Deloitte, Capital One, and JPMorgan Chase. 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 client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Charlie Tarazona is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and five years of industry experience. His prior work includes roles at Broadridge/Solomon Page and Columbus Delivery. He is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products, with a focus on client-approved, non-discretionary relationships.

Richard Zacharoff is a CFP® and ChFC® with 40 years of experience in the financial services industry. He currently serves with Kestra Advisory and Kestra Investment Services, LLC, and has prior experience with Guardian Life Insurance Company and Mutual of New York. He is also the owner of an insurance business, Richard E. Zacharoff & Associates, LLC, focusing on sales and marketing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Thomas Wenthen Jr. is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Noble Wealth Advisors and LPL Financial. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by custodial and technology integrations.

Cristina Capone is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, Capone owns and leads a wedding and event planning company. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through a mix of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, employing fundamental, technical, and quantitative analysis with ongoing portfolio monitoring.

Mark Levin is a financial advisor with Lincoln Investment and holds a Series 63 designation. He has 22 years of industry experience, including over 16 years at Lincoln Investment. Levin is also the owner and president of Your Personal Broker, Inc., which engages in insurance and investment sales. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Daniel Safranek is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Lincoln Investment Planning, Inc. for 33 years before joining Commonwealth in 2025. Outside of advisory work, he is the owner of Daniel Safranek, LLC, a private entity facilitating securities, advisory, and insurance business. 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 discretionary model portfolios and customized investment solutions, while offering operational and compliance infrastructure to affiliated advisors.