Keith Macpherson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates under the DBA Wealth Conservation Group, Inc., where he brokers non-registered insurance products alongside offering New York Life products and services. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and maintains a predominantly non-discretionary asset management approach.

Giscard Chery is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 14 years of industry experience and has previously worked at Wells Fargo and Merrill. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his role at HSBC Securities. 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 combines strategic and tactical asset allocation developed with HSBC Global Asset Management while performing ongoing fund due diligence and rebalancing.

Patrick Wren is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, pension, nonprofit, and foundation clients, using an institutional-style asset allocation approach with a range of investment vehicles and centralized oversight.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.

Jeff Decicco is a financial advisor with Citigroup Global Markets holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citi Bank, One Capital Management, and Rensselaer Polytechnic Institute. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by extensive internal research and compliance oversight.

Ping Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and several health services companies. Outside of advising, he serves as a personal assistant for Public Partnership Home Care, providing in-home support to his mother. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with approximately $1.7 billion in regulatory assets under management.

Shunly Wang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and 10 years of industry experience. In addition to advisory work, Wang is a licensed notary public in both New York and New Jersey and owns a retail business specializing in jadeite sales. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker‑dealer services with proprietary and third‑party investment models, providing discretionary and non‑discretionary program options.

Douglas Holzer is a Series 63-licensed financial advisor with 20 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2012. Holzer is involved in insurance sales, including group health and life insurance products, as part of his professional activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Susan Ng is a financial advisor at Transamerica Financial Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses. Susan has been involved with community organizations including the Plainview Chinese Cultural Center, Inc. and the Association of Chinese Schools. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Taylor Stathis is a CFP® professional with 2 years of industry experience, currently with Wealthspire Advisors where he has been employed since 2016. Outside of advisory work, he is the owner and manager of a real estate business called Hodor 1 LLC. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation approach and offers a range of wealth management and financial planning services tailored to client needs.

Michael Bueti is a CFP® professional with six years of experience at Wealthspire Advisors and a total of two years in the financial industry. His prior work experience includes roles at East West Bank, New York Community Bank, Guidepoint, and Marist College. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement consulting services.

Alison Longstreet is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with New York Life Insurance Company and affiliated entities since 2013 and operates under the Genovese Associates dba to sell New York Life products and broker non-registered insurance products. Alison is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Megan Muccio is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and having eight years of industry experience. She is also owner and president of Megan D. Muccio, CPA, PLLC, providing tax preparation, accounting, and bookkeeping services. She has worked at United Planners since 2019 and previously at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party platforms to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

Paul Cheng is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. His prior experience includes roles at Lifestyle Strategies Inc. and World Financial Group, INC. Outside of advisory work, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory platforms such as Transamerica ONE and the TFA365 Advisory Program.

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. Citigroup Global Markets 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Shiraz Zaidi is a financial advisor with Kestra Advisory in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and is also associated with Coastline Wealth Management as a financial advisor. Outside of his advisory roles, Zaidi is involved in various business ventures including consulting and logistics, and he holds ownership interests in several real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments through comprehensive due diligence and serving large institutional investors, including sovereign wealth funds.

Philip Capell is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously spent over two decades at Piermont Wealth Management Inc. In addition to his financial advising career, he provides minimal legal services through his own practice, Philip J Capell P.C. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment process combining passive and active management with quantitative, momentum, and fundamental analysis.

Eric Ferguson is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc from 2016 to 2018. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach centers on integrated service delivery combined with proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.

Gregg Reutter is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He previously worked at Royal Alliance Associates, INC. for ten years and OSAIC for one year. In addition to his advisory work, he has served as a lieutenant with the New York Police Department since 1986. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions.

George Fiederlein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2025. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, among other firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs and services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.