Liam Smith is a financial advisor at Wealthspire Advisors with a Series 65 credential. He has one year of industry experience and previously worked at Essentia Water and BAS Planning Corp. He also spent five years teaching at Farmingdale State College. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other services to individuals, institutions, nonprofits, and foundations, using an institutional-style asset allocation framework and a range of investment vehicles.

Edward Kelly is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 66 designations. He has 36 years of industry experience, including 16 years with Eagle Strategies and 25 years with New York Life Insurance. Outside of his advisory role, he is involved in brokering insurance products and property and casualty sales. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Scott Brown is a CFP® with 22 years of experience in the financial services industry. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and has previously worked at firms including LPL Financial, AIG Capital Services, and Transamerica Capital. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and quantitative and fundamental research.

Anthony Louca is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 65 designations and has 25 years of industry experience. Since 2013, he has been with HSBC Bank USA N.A. in New Hyde Park, NY. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-tiered investment process combining strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base with both non-discretionary and discretionary portfolios.

Matthew Sawicki is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 66 license, with four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2020 and previously worked in the Floral Park-Bellerose School District for ten years. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Karandeep Kainth is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citibank and Robert Half prior to joining Citigroup. Kainth is also involved as an assistant in his family’s rental property business in New York. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages complex arrangements including derivatives and futures services.

William Venezia is a financial advisor with Citigroup Global Markets in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research, derivatives services, and bespoke solutions for large client relationships.

Patrick Oconnell is a financial advisor with Principal Financial Services, holding 36 years of industry experience. He has worked at Princor Financial Services Corporation since 2010 and at Advanced Marketing Corp since 1999. His other business activities include work in insurance products such as fixed life, fixed annuities, long-term care, disability insurance, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Kerry Williams is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. Their work history includes roles at Park Avenue Securities and Chase Bank. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering a range of proprietary and third-party investment programs along with financial planning and retirement consulting.

Regis Dillon is a financial advisor at Corient with 15 years of industry experience. He holds the CFP® and CFA® designations, as well as Series 63 and Series 66 licenses. His prior experience includes roles at La Ferla Group LLC and Purshe Kaplan Sterling Investments. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Todd Bellistri is a ChFC®-designated financial advisor with Kestra Advisory, bringing 33 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2008. Outside of his advisory role, Bellistri serves as President and CEO of August Benefits, Inc., a consulting and insurance services firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a broad client base that includes large institutional investors.

Roger Goren is a financial advisor with Principal Financial Services and holds 42 years of industry experience. He has been the sole owner of Goren & Goren, Ltd. since 2014, which focuses on life, health, and accident insurance. His background also includes affiliations with Princor Financial Services Corporation and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Marc Levin is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017. Prior to this, he was affiliated with Morgan Stanley and Morgan Stanley Private Bank, National Association. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, retirement services, and financial planning.

Philip Scott is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and 12 years of industry experience. His prior work includes roles at Guardian Life Insurance Company. He is also involved in soliciting the sale of insurance products outside of Guardian’s offerings. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, offering a range of investment advisory, brokerage, financial planning, and retirement plan services, utilizing both proprietary models and third-party managers through the Envestnet platform.

Hugo Real is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank since 2016. Outside of his advisory role, he is an owner of a rental property in New York. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

Hai Xia Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Stephen Dellibovi is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual and Guardian Life Insurance Company. He serves on the board of The Noia Project Inc., a nonprofit organization. Park Avenue Securities provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using both proprietary and third-party model portfolios.

Sherry Cesare is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she operates as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides comprehensive financial planning and portfolio management services through various program structures, with a focus on recommendation-based, non-discretionary advice.

Michael Guiliano is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with The Ayco Company LP since 2014 and is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.