Paul Romanello is a financial advisor at Oppenheimer with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for five years before joining Oppenheimer in 2021. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

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) in Melville, NY, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance. He has also been involved in local government and university environments, having worked with the Town of Hempstead and Adelphi University. Eagle Strategies serves a broad range of individual and institutional clients, 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, operating within an integrated New York Life affiliate structure.

Connor De Graff is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott intermittently since 2021. He also has experience at Temple University and briefly at Fatfish. 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 through brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Anthony Amalfitano is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining VOYA in 2014, he has been self-employed as a tax preparer since 1985. Additionally, he is active as an independent insurance agent specializing in fixed insurance sales and life insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary investment management through a large network of representatives and utilizes a combination of in-house and external strategies supported by technology-enabled tools.

Craig Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank for over a decade prior to joining Janney Montgomery Scott. 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, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Daniel Wendt is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Voya, he worked at Oakfield-Alabama and held positions in education, nutrition, and government security. Outside of his advisory role, he serves as a men's assistant ice hockey coach at SUNY Erie Community College. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a combination of in-house and third-party strategies through both advisory and broker-dealer channels, with a focus on client-directed investment decisions supported by technology-enabled tools.

Basil Hussein is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at CitiGroup since 2019, with prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Ameriprise Financial Services Inc., and Best Buy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains institutional-scale operations including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

David Roth is a financial advisor at Oppenheimer with 34 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for RBC Capital Markets Corporation for 12 years before joining Oppenheimer in 2020. Roth serves as a trustee and co-trustee of employee-related irrevocable and revocable trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Joel Greenberg is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Guardian Life and its related entities since 2009 and also operates B & B Financial Services since 2000. In addition to his advisory work, he sells non-Guardian Health and Term Insurance to clients. Guardian Life's Park Avenue Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Evan Tepper is a financial advisor at Guardian Life with 23 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he sells fixed annuities independently. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

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.

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.

Gerard Zopfi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 33 years of industry experience. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. Outside of his advisory role, he is involved in racehorse ownership and provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and sub-advisory options.

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 with Marios Pizzeria and Farmingdale State College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Leonedas Kalamaras is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, using a fiduciary standard for its advisory services and acting as adviser to a donor-advised fund.

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 at Principal Financial Services with five years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Morgan Stanley for 30 years. His recent background includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. 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.

William Oppenheim Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Deutsche Bank Securities Inc. from 2001 to 2008 before joining Oppenheimer in 2008. Outside of his advisory role, he serves as a trustee or co-trustee for numerous family trusts and is involved with the Franklin Memorial/Farmington Hospital Finance Committee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Daniel Elmlinger is a financial advisor at TIAA-CREF with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.