Aderonke Ayangbesan is a financial advisor with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. She has 16 years of industry experience and has previously worked at Wells Fargo and Merrill. Ayangbesan is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and administrative services.

Lynn Vernillo is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 16 years of industry experience. She has worked at firms including MERRILL LYNCH from 2007 to 2017, Wells Fargo Clearing Services LLC from 2017 to 2020, and ProHealth Cardiology since 2021. Vernillo is based in Garden City, NY. Janney Montgomery Scott LLC is a 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 plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Peter Klein is a CFA® charterholder with 40 years of industry experience, currently serving at Hightower Advisors since 2013. Prior to joining Hightower, he worked at UBS Financial Services for nine years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

William Katz is a financial advisor with Primerica Advisors in Garden City, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1992. Katz serves as a trustee for family trusts. Primerica Advisors operates under Park Avenue Securities LLC, serving 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, utilizing a range of investment strategies through proprietary and third-party platforms.

Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

John Marshall is a CFP® and CFA® with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through multiple programs, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Richard Schmidt is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the DBA RSA Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Maino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Guardian Life since 2009 and Park Avenue Securities since 2011. Outside of his advisory work, he occasionally provides consulting services in the chemical sector. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Joshua Kroitor is a financial advisor with Citigroup Global Markets. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including over a decade at Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles such as acting as a swap dealer and futures commission merchant.

Christopher Careri is an investment advisor representative with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Eagle Strategies since 2005 and New York Life since 2000, and operates under the business name Premier Asset Solutions Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Aaron Cahill is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and seven years of industry experience. Prior to joining Voya in 2019, he worked at INFICON, Inc. He is involved in lacrosse as a coach and administrator, serving as Assistant Men's Lacrosse Coach for Ireland’s National Team, Director of Alumni Operations for Ireland Lacrosse North America, and head varsity boys lacrosse coach at Westhill Central School District. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, portfolio management, wrap programs, and consulting through multiple program structures. The firm offers primarily non-discretionary advisory services and operates as both an SEC-registered investment adviser and broker-dealer.

Joseph O Donnell is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in business planning for a group benefits provider serving a union fund. 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 with a range of proprietary and third-party investment programs and financial planning solutions.

Gregory Scheinberg is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and having 11 years of industry experience. His prior work includes roles at Tax Favored Solutions, GP Goods LLC, The Integrated, and Independent Financial Solutions. Outside of advising, he is a partner at GP Goods LLC, a retail business operating on Amazon. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by a network of Investment Adviser Representatives and third-party investment partners.

Thomas Cordovano is a CFP® professional with 41 years of industry experience, currently serving at Corient. His prior roles include positions at La Ferla Group LLC and Purshe Kaplan Sterling Investments. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

John Isaac is a financial advisor at Guardian Life with 31 years of industry experience. He holds a Series 63 designation and has worked with Guardian Life and its affiliates since 2005. Outside of his advisory role, he serves as founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., and is currently a candidate for the New York State Assembly. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Patrick Ceplenski is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Prior to joining Wealthspire in 2026, he worked at The Colony Group, LLC for five years, and also held positions at Wolf & Company, P.C. and Andersen. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management and financial planning services supported by centralized due diligence and ongoing monitoring.

Stephen Donella Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, Donella serves as a vestry member on the board of Trinity Episcopal Church in Fayetteville, NY. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers a variety of advisory programs and services, often providing non-discretionary recommendations and operating both as an SEC-registered investment adviser and a broker-dealer.

Jian Qi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also maintains a role at World Financial Group, Inc. Outside of his advisory work, Jian Qi is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a broad advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory strategies.

Joseph Brida is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including long-term roles at Wealth Conservation Group, Inc. and Nylife Securities Inc. Brida has an ownership interest in a racehorse entity, J & B Stables, though he is not actively involved in its management. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs within an integrated New York Life affiliate structure.

Shane Maer is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and 22 years of industry experience. He has been associated with Main Street Financial Group and Kestra Advisory Services since 2007. Outside of advisory work, he owns a business called MSFG The Deuce Inc. and is appointed with insurance companies through Access Brokerage to provide insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving some large institutional investors such as sovereign wealth funds.