Maria Ocampo is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Premier Asset Solutions Inc., Nylife Securities, LLC, and New York Life Insurance Company. Ocampo operates Ocampo Financial Strategies, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved in the food service industry and held roles related to education. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Joseph Messina is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. His prior experience includes over two decades at American Portfolios Financial Services, Inc. In addition to his advisory role, Messina operates a CPA practice focused on income tax preparation and holds a minimal insurance agent position. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement consulting through multiple program models and utilizes both proprietary guidance and third-party platforms.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, all with HSBC-affiliated entities, including dual roles as a Bank Officer with HSBC Bank (USA) N.A. and a registered representative with HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both discretionary and client-directed investment solutions using a range of model risk profiles, supported by affiliated asset management and fund due diligence providers.

Drew Newman is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has worked at Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Alphonso Brown is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and bringing four years of industry experience. His prior experience includes tenures at NYLIFE Securities LLC and New York Life Insurance Company, as well as a 30-year career at Morgan Stanley. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alex Szczepanski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he held various roles including positions at Jetrod Restaurant Depot and involvement with the Developmental Disabilities Institute. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by a combination of in-house portfolio management and third-party managers.

Vincent Cagnina is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Kingswood Wealth Advisors, Northwestern Mutual, and Raymond James Financial Services. In addition to his advisory work, he is involved in health insurance brokerage through PGP. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies across various account types and supports lending and tax-efficient features.

Pascal Lanotte is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and Full Spectrum Financial Solutions. He previously worked for Securities America Advisors, Inc. for over two decades. Lanotte also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions to their clients.

Anjian Su is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 66 and Series 63 registrations and having 21 years of industry experience. He has been with HSBC Bank USA and HSBC Securities (USA) Inc. since 2007. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary portfolio options. The firm employs a structured investment approach combining strategic and tactical asset allocation across five risk profiles, with fund selection and monitoring supported by affiliated global asset management teams.

Lawrence Keller is a CFP® and ChFC® with 34 years of industry experience. He is currently associated with Park Avenue Securities and Guardian Life Insurance Company of America, where he has held roles since 2003 and 2004 respectively. Outside of his advisory work, he engages in professional public speaking on insurance topics and maintains an outside business in disability, life, and medical insurance. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Gina Martinez is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. Prior to joining Hightower in 2020, she worked with United Asset Strategies, Eagle Strategies, New York Life Insurance Company, and NYLife Securities. Outside of her advisory role, she serves as a spin instructor at Gold’s Gym. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm’s approach emphasizes multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment strategies and operational features tailored to complex portfolios.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Christina Lin is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Eagle Strategies since 2023 and has prior experience with ABI FI Corp., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, she works as a certified translator providing services to New York State agencies. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Rohan Handa is a financial advisor with Eagle Strategies (NY Life) based in Rego Park, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Eagle Strategies since 2013 and has over two decades of prior experience at New York Life. Outside of his advisory role, he is an investor in real estate, specifically in apartment complex investments. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and operates within an integrated structure affiliated with New York Life.

Robert Gallo is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various institutional clients. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Leonard Descartes is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He previously worked at TD Bank N.A. and AMAZON before joining his current firm. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Bruce Somer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 32 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets. Janney Montgomery Scott LLC 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, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Abel Joseph is a financial advisor at Primerica Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2022 and Guardian/GHF since 2021. Outside of his advisory role, he works part-time as a health agent for Anthem BCBS and also engages in part-time work with Instacart. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm uses a range of investment strategies including proprietary model portfolios and third-party managers, supporting various account types and lending solutions.

Marc Scharf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Advisory Services Network, LLC before joining Private Advisor Group in 2018. Outside of his advisory role, Mr. Scharf consults on revenue streams for investment advisory and captive insurance services and is involved in business development consulting for Independent Captive Associates. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing a variety of investment strategies and extensive industry affiliations.