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.

Charles Scarallo is a CFP® with Wealthspire Advisors in Melville, NY, where he has worked since 2016. He has five years of industry experience. Outside of his advisory role, he manages CKAS Equipment LLC, a heavy equipment acquisition business involved in a cooperative rental platform. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, employing an institutional-style asset allocation framework with diverse investment vehicles and ongoing client monitoring.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 designations. He has five years of industry experience and has worked at New York Life Insurance and NYLIFE Securities LLC. His background also includes roles outside the financial sector, such as positions with Adelphi University and the Town of Hempstead. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and leads roles in MirQuest Financial, LLC and MirQuest Insurance Services, LLC, where he is involved in sales, recruiting, training, and supervising agents as well as business planning and marketing. Syed is also a partner in Vista Marketing Partners LLC, focusing on strategic growth and insurance carrier contracting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, offering a range of discretionary and non-discretionary programs that include in-house and third-party model portfolios as well as ongoing financial consulting.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including 12 years at TIAA-CREF and his current roles at Stratos Wealth Partners and LPL Financial since 2022. He serves as a non-profit board member for Mt Olivet Cemetery in Maspeth, NY. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

Anthony Amalfitano is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 license and over 34 years of industry experience. He has been with VOYA since 2014 and has also operated as a tax preparer since 1985. Outside of his advisory role, he is active as an independent insurance agent specializing in fixed insurance sales and life insurance and fixed annuities. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a mix of model portfolios and manager-driven investment strategies, supporting both discretionary and non-discretionary accounts, and integrates an advisory platform with an active broker-dealer distribution model.

Daniel Wendt is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Voya, he held positions at Oakfield-Alabama, Notre Dame High School, General Nutrition Center, and the Transportation Security Administration. Outside of his advisory role, Wendt serves as a men's assistant ice hockey coach at SUNY Erie Community College. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, retirement plans, and corporate and charitable entities. The firm provides financial planning, portfolio management, and access to third-party money managers through various account programs, delivering advice via affiliated and third-party strategies along with brokerage and insurance products.

Joel Greenberg is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2009 and has been involved with B & B Financial Services since 2000. In addition to his advisory role, he sells non-Guardian health and term insurance. Primerica Advisors is part of Park Avenue Securities LLC, which serves individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services through various proprietary and third-party investment programs, combining traditional and digital solutions.

Evan Tepper is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, he sells fixed annuities independently of Guardian Life. Primerica Advisors serves a diverse retail client base through brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.

Antonio Alves is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Katherine Agrillo is a financial advisor at CWM, LLC with the designations ChFC® and Series 63. She has over two decades of industry experience, having previously worked at The Pinnacle Financial Group and LPL Financial, and operates Multiplex Planning dba Agrillo Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis supported by an in-house Investment Committee.

Mark Raffa is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. His prior work includes long tenures at Metlife Securities Inc. and MassMutual Investors Services. In addition to his advisory role, he serves as a defensive driver instructor with the Empire Safety Council and advises on college funding seminars. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.