Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Susan Ng is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has five years of industry experience. She is involved with community organizations including the Plainview Chinese Cultural Center, Inc. and the Association of Chinese Schools. Transamerica Financial Advisors serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment programs.

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 (NY Life) who holds Series 63 and Series 66 registrations and has 12 years of industry experience. She has worked at Eagle Strategies since 2021 and maintains ongoing roles with Genovese Associates and New York Life entities, including involvement in brokering non-registered insurance products. Longstreet is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies she originates with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Megan Muccio is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and seven years of industry experience. She is also the owner and president of Megan D. Muccio, CPA, PLLC, a firm specializing in tax preparation, accounting, and bookkeeping. Her professional background includes roles at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services serves a diverse range of clients including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions.

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 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Piermont Wealth Management Inc. for over two decades. Outside of advisory work, he provides minimal legal services through his own practice. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using both passive and active managers and offers a range of financial planning, asset management, and specialized consulting services.

Eric Ferguson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Citizens Securities Inc since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

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 experience in the financial industry. He is currently with Oppenheimer and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Invest Financial Corporation, and Osorio & Cimbal. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, retirement services, and private-fund management.

Bertrand Thomas is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation and Transamerica Financial Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping platforms and include point-in-time financial plans and optional managed accounts.

Daniel Ifraimov is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes positions at SEI Novus, Corporate Fuel Advisors, and JP Morgan Chase. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a range of advisory programs alongside broker-dealer execution and custody services.

Sarah Lee is a Series 66-registered financial advisor with Citigroup Global Markets, where she has worked since 2021. She has three years of industry experience and has previously held positions at Quest Trust Company and Solomon Agency Corp, as well as retail experience at Nordstrom. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Cara Turano is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and provides both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jiahong Yan is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Realta Investment Advisors and Securities America. Yan is also the owner of Forstrum Wealth Management, where he manages client assets and works as a fixed insurance agent. Independent Financial Partners is an enterprise firm with a decentralized advisory model, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients through a network of approximately 261 advisors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on formal retirement-plan advisory and pension consulting capabilities.

Heather Rich is a financial advisor at Citigroup Global Markets Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Pietzak is a financial advisor at MAI Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at MAI Capital Management since 2020 and previously spent 15 years at Grisanti Capital Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies implemented through various vehicles, including mutual funds and private investment funds.