Peter Bartone is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 credential and 25 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is also an agent involved in the sales and servicing of life, health, and disability insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Steven Lichtenstein is a financial advisor with Primerica Advisors in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he serves as a consultant for the Gerson Lehrman Group and participates in several networking and resource groups, including a marketing cooperative and a support network for divorcing individuals. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party portfolios and supports multiple financial planning and lending solutions.

Gregory Moss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked at Heller Wealth Management for nine years and EF Legacy Securities, LLC for one year. Outside of advisory work, he is a member of GDM Properties, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, institutions, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by affiliated accounting, legal, and trust services.

Anthony Bertrami Jr. is a financial advisor with Primerica Advisors, holding 48 years of industry experience. He has also worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies.

Kevin Koch 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. Koch owns several rental properties used primarily for personal and family leisure. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Joseph Gonnella Jr. is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Anthony Romeo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, he is a registered representative for CGAA Inc., engaging in financial services and life insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Kenneth Cusick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 1998. His other business activities include insurance services unrelated to Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Douglas Ramirez is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing, swap dealer and futures commission merchant operations, and tailored solutions for high-net-worth clients.

Thomas Tibaldi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and operates with notable institutional scale and specialized market roles.

Elyse Wels is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley in various capacities from 2014 to 2024 before joining Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with investment management, consulting, and retirement planning, using strategic asset allocation and manager selection across multiple investment vehicles.

Connor Hughes is a financial advisor with Principal Financial Services in Melville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at Mutual of America Financial Group. Outside of advising, he has worked in ocean rescue and holds an insurance sales position focused on life, disability, annuities, health, and Medicare-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

David Hull is a ChFC® credentialed financial advisor with 28 years of industry experience, currently with Equity Services, Inc. in Hauppauge, NY. His prior experience includes roles at National Life Group, Cetera, and Allstate Insurance Company. In addition to his advisory work, he serves as Managing Director and Compliance Officer at Eastern Advisory Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses third-party asset managers, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

John Curry is a financial advisor at Eagle Strategies (NY Life) with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2013. He has also maintained longstanding roles with Nylife Securities Inc. and New York Life Insurance Company since 1995. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types that tailor recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Eric Wolfe is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, New York Life Insurance Co, and NYLife Securities, LLC. Outside of his advisory role, he is the managing director and head of training at Wealthbridge Financial, where he is involved in recruiting, developing, and training agents. 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 that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Louis Ferrara Jr. is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to this, he was with Legend Advisory Corporation and Legend Equities Corporation, and he has served with the Nassau County Police Department since 1986. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor-managed and firm-managed model portfolios, and operates both as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Aubrey Monette Padilla is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses. Padilla has two years of industry experience, including roles at New York Life and NYLIFE Securities LLC. Prior to entering the financial services industry, Padilla worked at AGM Ventures and Generika Drugstore. 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 emphasizes tailored advice delivered through multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with multiple firms, including Thomas Elliott & Company and Allegiant Divorce Solutions. Russo is a certified divorce financial analyst and operates her own advisory business, Susan Russo Financial, where she assists clients with financial planning related to divorce. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory through a variety of strategies and affiliated investment adviser representatives.

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.