Donna Mannarino is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has held her current position since 2007. Her credentials include the Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a large institutional scale with specialized market roles.

Stephen Powers is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee on the Board of Directors for the Gulf N Bay Condo Association in Venice, Florida. 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 wide range of clients, including individuals, families, trusts, and institutions, offering brokerage services, financial planning, and a variety of wrap and advisory programs.

Lisa Brule is a CFP® professional with 28 years of industry experience, currently affiliated with Janney Montgomery Scott where she has worked since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-leader for a local Girl Scout Daisy Troop in Massapequa, 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 with brokerage, financial planning, consulting, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Matthew Neugebauer is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and offers solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and various specialized market roles.

David Degraff is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 1991. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Paul Sciacca is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He is also president of NAIFA NY, where he oversees government relations and advocacy for insurance and financial advisors. His prior and concurrent roles include positions at Wealth Conservation Group, Inc., Pinnacle Strategies Inc., Nylife Securities LLC, and New York Life Insurance Company. 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 provides advisory solutions through various program types, with the majority of assets managed on a non-discretionary basis.

Yeong Keng Chien is a CFP® professional with 20 years of industry experience, currently serving at HSBC Securities (USA) Inc. since 2016. Prior to this, he worked at Merrill from 2012 to 2015. He also holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers a range of managed account programs to individuals, retirement accounts, charitable organizations, and corporations, blending client-directed and discretionary investment options. The firm utilizes a structured investment process supported by HSBC Global Asset Management and other affiliated providers, combining strategic and tactical asset allocation with ongoing fund due diligence.

Jordan Davis is a CFP® professional based in Glen Cove, NY, currently serving as a financial advisor with Creative Planning. He has approximately four years of cumulative industry experience, including prior roles at Centura Wealth Advisory. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Andrew Gozinsky is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1998. Gozinsky holds a Juris Doctor degree, although he is not an active member of the New York State bar. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Angela Romeo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citigroup since 2002. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and pricing capabilities while providing bespoke solutions for large relationships.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business 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 and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Melvin Finkelstein is a Series 63 licensed financial advisor with Janney Montgomery Scott, where he has worked since 2008. He has 44 years of industry experience. 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 plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following two years at Axa Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs across equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation, with both discretionary and non-discretionary services.

Michael Tynan is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent two years with TIAA-CREF. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios managed through both discretionary and non-discretionary approaches.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. 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, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Richard Rubin is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at \u0026PARTNERS since 2025 and previously spent 11 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary account management.

Michael Murphy is a financial advisor with Oppenheimer in Melville, NY, holding Series 63 and Series 66 registrations and bringing 42 years of industry experience. He worked at Merrill from 1986 to 2009 before joining Oppenheimer, where he has been since 2009. 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 across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Matthew Solano III is a financial advisor with GWN Securities Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining GWN Securities in 2022, he worked at Equitable Advisors and AXA Advisors, LLC. 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 manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Michael Mc Murray is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and 44 years of industry experience. He has previously worked at Janney Montgomery Scott, UBS Financial Services, and Merrill. Mc Murray has been with Oppenheimer since 2019. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles, offering a range of advisory programs including asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary portfolio management with a focus on equity, balanced, and fixed-income strategies, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Danielle Carini is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 63 designation and previously worked at UBS Financial Services and HSBC Bank USA. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services.