Michael Clark is a financial advisor with Equity Services, Inc. He holds Series 65 and Series 63 designations and has five years of industry experience. Before joining Equity Services, he worked at National Life Group and has over three decades of experience with Fidelity National Title Insurance Company in financial statement reporting and accounting. He also prepares tax returns seasonally through a separate tax preparation service. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing both long-term investment strategies and options for shorter-term trading through a network of investment adviser representatives.

Sara Bassiouny is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo and J.P. Morgan. Outside of finance, she operates a handmade crafts business called The Fancy Side. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Massimo Romano is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Janney Montgomery Scott in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Romano is a member of the Professional Connections Network of Long Island, a local professional networking organization. Janney Montgomery Scott is a large 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, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Jodi Madonna is a financial advisor at Oppenheimer with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Oppenheimer 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 wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation along with manager selection and portfolio reviews.

Enrico Indelicato Jr. is a financial advisor with Guardian Life, holding a Series 63 credential and bringing 26 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory role, he is involved in providing small group health insurance for businesses with 2 to 50 employees. Guardian Life's Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm delivers customized financial planning and portfolio management through advisor-led discretionary and model-based strategies, combining proprietary and third-party platforms.

John Hardiman is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held roles at Bank of America and Merrill. Janney Montgomery Scott is a large enterprise firm 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.

David Jensen is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Equity Services in 2019, he worked at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his financial advisory role, Jensen is involved in janitorial and handyman services through his position as president of Quanasta, Inc., a business providing janitorial services. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, providing multiple advisory platforms that include the use of third-party asset managers and model portfolios.

Corinne Menacho is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for nine years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and offers a consolidated investment platform with direct portfolio management, third-party manager access, and personalized managed account services.

David Feigeles is a financial advisor with Oppenheimer in Melville, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, for 23 years. 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 variety of programs and advisory services, including asset management, consulting, and retirement planning, using strategic asset allocation and manager selection on both discretionary and non-discretionary bases.

Gerald Kirschner is a financial advisor at &PARTNERS with 7 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and BT Americas. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

David Greenberg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at J.P. Morgan Securities for six years. Greenberg serves on the Stamford Hospital Foundation board, acting as a liaison between the hospital and the local community. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

John Krebs is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Carnegie Investment Counsel. Krebs’s background includes time spent at Syracuse University and Gilmour Academy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Charles Palma is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience and has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2014. Palma also assists clients with Medicare planning to help seniors choose appropriate plans. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Justin Ponella is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. He has worked with Ameritas and affiliated entities since 2011 in various capacities, including his current role at Ameritas Advisory Services since 2021. Ponella is also the managing director of DiPaola Financial Group, where he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, including model portfolios and third-party managers, to deliver tailored asset management and financial planning services.

Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.

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.

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.

Theodore Kanakaris is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northwestern Mutual in various capacities. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and both wrap and non-wrap platforms.

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. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Voya in 2019, he worked at INFICON, Inc. Outside of his advisory role, Cahill is involved in lacrosse as an assistant coach for the Ireland Men’s Senior 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. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists with technology-enabled tools.