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.

Zhiyong Yang is a financial advisor at HSBC Securities (USA) Inc. with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions including Industrial and Commercial Bank of China Financial Services, LLC, and ICBC Standard Securities Inc. Prior to joining HSBC, he spent over a decade at GSME Wealth Management LLC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary portfolio options. The firm uses a structured investment approach with multiple risk profiles and collaborates with affiliated and third-party providers for advisory, fund selection, and custody services.

Kathryn Buck Cannella is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and over 26 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Equitable Advisors. She is also a notary public, providing notarization services on a volunteer basis. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

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 with Oppenheimer, holding a Series 66 designation and 11 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2017 and previously at Morgan Stanley Private Bank and Morgan Stanley. 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 broad range of programs and services, including discretionary and non-discretionary advisory solutions across equity, balanced, and fixed-income portfolios.

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.

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.

Thomas Avitabile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes a four-year tenure at HSBC Bank USA. He is also engaged in outside insurance activities unrelated to Guardian, dedicating part of his time to this work. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Wayne Tang is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Citibank, N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees to select and monitor managers.

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. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Cesare has worked at VOYA since 2014 and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise advisory and broker‑dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations supported by both in-house and external strategists, offering a range of financial planning, portfolio management, and retirement advisory services through a large network of advisors.

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.

Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Joseph Fusaro is a financial advisor at Oppenheimer with 13 years of industry experience. He has been with Oppenheimer since 2014 and previously worked at Merrill for one year. Outside of his advisory role, Mr. Fusaro owns and manages a construction contracting business and an investment property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jerry Mackey Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 and maintains unique roles in the market, including functions as a swap dealer and futures commission merchant.

Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. 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, estates, and institutional clients, offering brokerage services, financial planning, and various advisory programs.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Thomas Spuhler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been associated with multiple Ameritas affiliates and related firms since 2013. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms supported by third-party technology and managers.