Robert Mc Namara is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked for one year. His prior roles include positions at S&P Global and Equitable Distributors, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients through brokerage services, financial planning, retirement plan consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and features proprietary digital advisory solutions alongside third-party model portfolios.

Nicholas Petrucelli is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Eastshore Group. Petrucelli also has a background in commercial real estate with ERG Commercial Real Estate and studied at Daemen College. Primerica Advisors serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and features.

Isa Abdur Rahman is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds the Series 66 designation and has experience working with Guardian Life and Park Avenue Securities since 2025 and 2026, respectively. Prior to his financial services career, he was involved with Row New York Inc. and Port Rowing. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing proprietary and third-party model portfolios and digital advisory solutions.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Victoria Zachary is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and six years of industry experience. She has been with Voya Financial Advisors since 2019 and previously worked with Adrienne Cavallaro and East Hudson Oral & Maxillofacial Surgery. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party manager access, and brokerage and insurance products through a combination of model portfolios, affiliated strategies, and third-party strategists.

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.

Valerie Giannotti is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with two years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including National Life Group, LPL Enterprise, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved as an insurance agent with Wealthbridge Financial. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

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.

Lawrence Heller is a CFP® professional at Savant Wealth Management with 11 years of industry experience. He previously led Total Management Group Inc dba Heller Wealth Management for 23 years. Outside of advisory services, he is the president and owner of L&B Agency, an insurance brokerage and life insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated entities providing accounting, legal, and trust services.

Leonard Cohen is a financial advisor with Primerica Advisors in Bellmore, NY, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2010 and is currently associated with Park Avenue Securities and Guardian Life Insurance Company. Cohen is also involved in providing disability insurance through Metro DI. Park Avenue Securities serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm employs diverse investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

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.

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.

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.

Gehang Schwartz is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has three years of industry experience and has worked at firms including UBS Financial Services, Bank of America, Merrill, and TIAA. His background also includes roles in academia at Baruch College and New York City College of Technology. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of services from point-in-time planning to ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.

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.

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.

Enrico Indelicato III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in developing Cifico, a web-based software that converts financial spreadsheets into animated visuals. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.