Robert Gallo is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various institutional clients. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Bruce Somer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 32 years of industry experience. He has held positions at Morgan Stanley Smith Barney and Citigroup Global Markets. 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 plans, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Howard Mascoe Jr. is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at National Life Group, Equitable Advisors, LLC, and Primerica Advisors, among others. Outside of his advisory work, he has been a sales associate at Venus Et Fleur. 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 employs multiple advisory platforms and third-party asset managers, blending long-term strategies with options for shorter-term trading, and offers both discretionary and non-discretionary management approaches.

Marc Scharf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Advisory Services Network, LLC before joining Private Advisor Group in 2018. Outside of his advisory role, Mr. Scharf consults on revenue streams for investment advisory and captive insurance services and is involved in business development consulting for Independent Captive Associates. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing a variety of investment strategies and extensive industry affiliations.

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis.

Jeffrey Damasco is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a silent investor in a startup business called Dynamics Tournaments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with distinctive market roles and commercial arrangements.

Boaz Pierre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is an independent contractor appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Ferrara is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 designations and 26 years of industry experience. He has worked with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Outside of his advisory role, he serves as president of Bradford Solutions, Inc., a company involved in financial and tax reporting, and acts as a commissioned salesperson for Bartow Insurance Agency. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Liam King is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, Webster Bank, and Axa Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Joseph Notarfrancesco is a financial advisor at Oppenheimer with 13 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates several real estate entities in Massapequa, New York. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and multiple investment vehicles to construct client solutions.

Paul Orbon is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked with MLB and St. John's University. Outside of his advisory role, he has been involved with Next Level Baseball. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Kyle Sanger is a financial advisor with Equity Services, Inc., holding a Series 66 designation and two years of industry experience. He has worked at firms including National Life Group and Equitable Advisors. Outside of finance, he maintains involvement with Solar Dad and Sons, a business he has been connected to for over ten years. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms, utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading.

Lewis Cabrera is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase bank. Cabrera is also a partial owner and silent investor in Lendi, LLC, a mobile software application platform for peer-to-peer rental services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles that distinguish it from typical advisory firms.

Michael Liguori is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 66 designation and bringing 29 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. for 10 years and joined Principal in 2023. In addition to his advisory role, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.

Kareem Roberts is a financial advisor with Valic Financial Advisors, holding a Series 66 license and five years of industry experience. He has worked at Valic Financial Advisors since 2021 and also serves as an agent for AGIA, offering non-securities insurance products. Prior to his advisory career, Roberts held positions at firms including Sears and Lowe’s. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Albert Murad is a financial advisor at Oppenheimer with 20 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. In addition to his advisory role, he serves as the treasurer of a networking group, managing its weekly breakfast payments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Michael Clark is a financial advisor with Equity Services, Inc. in Hauppauge, NY, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked at National Life Group and Equity Services since 2022 and has over 30 years of experience with Fidelity National Title Insurance Company. Outside of advising, he is involved in tax preparation services through DAC Tax & Accounting Services. 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 using a mix of long-term strategies and specialized investment options, serving clients through both discretionary and non-discretionary programs.

Massimo Romano is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Janney in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Romano is also a member of the PCN Networking Group of Long Island, a professional organization focused on ethics and professionalism. 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 plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and 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 serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, fixed-income, and equity strategies.

Enrico Indelicato Jr. is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory work, he is involved in small group health insurance for businesses with 2-50 employees. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services.