Steven Lichtenstein is a financial advisor with Primerica Advisors in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he serves as a consultant for the Gerson Lehrman Group and participates in several networking and resource groups, including a marketing cooperative and a support network for divorcing individuals. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party portfolios and supports multiple financial planning and lending solutions.

Lori Siro is a financial advisor at Kestra Advisory with 20 years of industry experience. She holds a Series 63 designation and has worked at Kestra Advisory Services since 2021, previously serving at Lincoln Investment and Legend Equities Corporation. In addition to her advisory role, she is president and sole shareholder of a CPA firm that provides tax and small business services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and multiple management platforms, serving clients such as sovereign wealth funds and other large institutional investors.

Vance Brown is a financial advisor at Kestra Advisory with five years of industry experience. He previously worked at Williams Jones Wealth Management, LLC and Williams Jones & Associates, accumulating eight years across both firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Gregory Moss is a CFP® with eight years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked at Heller Wealth Management for nine years and EF Legacy Securities, LLC for one year. Outside of advisory work, he is a member of GDM Properties, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, institutions, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and is supported by affiliated accounting, legal, and trust services.

Anthony Bertrami Jr. is a financial advisor with Primerica Advisors, holding 48 years of industry experience. He has also worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies.

Vincent Napolitano is a financial advisor with Kestra Advisory in Port Jefferson, NY, holding a Series 63 designation and 11 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and CA Technologies. He is also involved with Coastline Wealth Management, providing insurance products such as life insurance and annuities to clients. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with services including fiduciary consulting, plan-level investment advice, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves clients such as sovereign wealth funds.

Jian Liu is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and EIMC, LLC. Liu is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Kevin Koch is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citigroup Global Markets since 2007. Koch owns several rental properties used primarily for personal and family leisure. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Joseph Gonnella Jr. is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kayla Conelli is a Series 66 licensed financial advisor with one year of industry experience, currently with Citigroup Global Markets. She previously worked at Equitable Advisors, LLC and Daniel Treacy - Equitable Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services.

Anthony Romeo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, he is a registered representative for CGAA Inc., engaging in financial services and life insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Kenneth Cusick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 1998. His other business activities include insurance services unrelated to Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Kelly Fung is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2013. 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 with rigorous manager selection and oversight processes, and maintains unique market roles including in-house research and swap dealer activities.

David Schnall is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 38 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2024, he worked at UBS Financial Services for 10 years. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional clients.

Douglas Ramirez is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and security-pricing, swap dealer and futures commission merchant operations, and tailored solutions for high-net-worth clients.

Thomas Tibaldi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 30 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, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and operates with notable institutional scale and specialized market roles.

Elyse Wels is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley in various capacities from 2014 to 2024 before joining Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with investment management, consulting, and retirement planning, using strategic asset allocation and manager selection across multiple investment vehicles.

Connor Hughes is a financial advisor with Principal Financial Services in Melville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at Mutual of America Financial Group. Outside of advising, he has worked in ocean rescue and holds an insurance sales position focused on life, disability, annuities, health, and Medicare-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

David Hull is a ChFC® credentialed financial advisor with 28 years of industry experience, currently with Equity Services, Inc. in Hauppauge, NY. His prior experience includes roles at National Life Group, Cetera, and Allstate Insurance Company. In addition to his advisory work, he serves as Managing Director and Compliance Officer at Eastern Advisory Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses third-party asset managers, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Robert Davenport is a financial advisor at Farther with 31 years of industry experience. He has previously worked at Goldman Sachs and United Capital Financial Advisers, Inc. He serves as a trustee of the Bennett Family Trust, a non-investment-related family trust based in Las Vegas. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm uses a Modern Portfolio Theory-based investment approach with bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, equities, and fixed income while providing discretionary management and retirement plan consulting.