Anthony Larocca is a financial advisor with Money Concepts Capital Corp in Williston Park, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Money Concepts Capital Corp since 2014. Outside of his advisory role, Larocca is president of a company focused on sales and marketing of insurer-related products including health, disability, and long-term care insurance, and he also works as a business consultant during non-securities hours. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining model portfolios, IAR-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients with around $3.33 billion in assets under management.

Charlie Yeung is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He has been with Citigroup Global Markets since 2007, following a three-year tenure at Citicorp Investment Services. Outside of his advisory role, he is associated with The Bohea Associates Ltd., a food importing and wholesale business, though he is not involved in its day-to-day operations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Sara Ashmawy is a financial advisor with Eagle Strategies (New York Life) based in New York, NY, holding a Series 66 designation and 11 years of industry experience. She is associated with Pinnacle Strategies, Inc. and brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis through an integrated New York Life affiliate structure.

Andres Fernandez Salvador is a CFP® and Series 66-registered financial advisor with 14 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and previously held roles at Kings Point Capital Management LLC and Charles Schwab. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Kenneth Lynn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Michael Bongiorno is a financial advisor at Wealthspire Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at New York Life. His background also includes roles in education at Farmingdale State College and a high school for career and technical education. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation framework and offers a range of wealth management and financial planning services tailored to client needs.

Christopher Lane is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with various specialized market roles and commercial arrangements.

Ankur Manchanda is a CFP® professional with 22 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with both Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Manchanda is also involved in insurance sales and financial services through his roles in Ankur Manchanda, LLC and Q6 Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing discretionary and non-discretionary assets for a broad client base.

Candida Hinton is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and 15 years of industry experience. Her work history includes roles at Milbank LLP and ArentFox Schiff LLP, among others. Outside of advising, she is an author and sole proprietor of Sparks Fly, which she has been involved with since 1995. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

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.

Arthur Keegan III is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® and Series 63 designations. He has 25 years of industry experience, including over two decades with New York Life Insurance Company. Keegan is based in Melville, NY. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Belinda Tsui is a CFP® with 20 years of industry experience. She is currently with Savant Wealth Management and previously worked at Heller Wealth Management, Hillcrest Wealth Advisors, and Eisner Retirement Solutions. Savant Wealth Management provides comprehensive wealth management and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its extensive scale and integrated legal, accounting, and trust services.

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. and holds Series 63 and Series 66 licenses. He has 14 years of industry experience and has previously worked at Wells Fargo and Merrill. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his role at HSBC Securities. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management while performing ongoing fund due diligence and rebalancing.

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.