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 at Principal Financial Services with 30 years of industry experience. He holds a Series 66 designation and has worked with firms including Ameriprise Financial Services, J.P. Morgan Securities, and Chase Investment Services. 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 products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charities, 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 various adviser and promoter arrangements.

Kareem Roberts is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2021. In addition to his advisory role, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Albert Murad is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2016. Outside of his advisory role, he serves as the treasurer of a networking group. Oppenheimer is a registered investment adviser and broker-dealer serving a broad client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Michael Clark is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group and Fidelity National Title Insurance Company, where he has been employed since 1993. Outside of his advisory work, Clark is involved in tax preparation services during the tax season. 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 both long-term strategies and options for shorter-term trading, combining proprietary and third-party asset management.

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.

Arthur Falkowitz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

Brett Reiss is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is a passive shareholder in a family-owned Subchapter S corporation that owns a warehouse/light industrial building. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage services, financial planning, and various advisory programs.

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.

Kevin Reilly is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation along with a Series 63 license. He has eight years of industry experience and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. 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 tailored to client objectives, with the majority of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

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.

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.

Lynn Vernillo is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 16 years of industry experience. She has worked at firms including MERRILL LYNCH from 2007 to 2017, Wells Fargo Clearing Services LLC from 2017 to 2020, and ProHealth Cardiology since 2021. Vernillo is based in Garden City, 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 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.

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.

William Katz is a financial advisor with Guardian Life in Garden City, NY, holding a Series 63 designation and over 34 years of industry experience. He has been with Guardian Life and its affiliated companies since 1992. Katz serves as a trustee for two family trusts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offers access to proprietary and third-party advisory solutions, and integrates insurance products and alternative investments through its connection with Guardian Life.