Kareem Roberts is a financial advisor with Valic Financial Advisors, holding a Series 66 license and five years of industry experience. He has worked at Valic Financial Advisors since 2021 and also serves as an agent for AGIA, offering non-securities insurance products. Prior to his advisory career, Roberts held positions at firms including Sears and Lowe’s. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Albert Murad is a financial advisor at Oppenheimer with 20 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. In addition to his advisory role, he serves as the treasurer of a networking group, managing its weekly breakfast payments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Michael Clark is a financial advisor with Equity Services, Inc. in Hauppauge, NY, holding Series 65 and Series 63 licenses and having four years of industry experience. He has worked at National Life Group and Equity Services since 2022 and has over 30 years of experience with Fidelity National Title Insurance Company. Outside of advising, he is involved in tax preparation services through DAC Tax & Accounting Services. 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 a mix of long-term strategies and specialized investment options, serving clients through both discretionary and non-discretionary programs.

Sara Bassiouny is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo and J.P. Morgan. Outside of finance, she operates a handmade crafts business called The Fancy Side. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Massimo Romano is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Janney in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Romano is also a member of the PCN Networking Group of Long Island, a professional organization focused on ethics and professionalism. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and 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 serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, fixed-income, and equity strategies.

Enrico Indelicato Jr. is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory work, he is involved in small group health insurance for businesses with 2-50 employees. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services.

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.

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.

Corinne Menacho is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Eachwin Capital. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

David Feigeles is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Gerald Kirschner is a financial advisor at &PARTNERS with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and BT Americas. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, retirement plan participant management, and investment banking, utilizing both proprietary models and third-party managers through the Envestnet platform.

David Greenberg is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Stamford Hospital Foundation Board and acts as trustee or co-trustee for several family trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

John Krebs is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Carnegie Investment Counsel. His background includes academic roles at Syracuse University and Gilmour Academy. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Charles Palma is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. He has 30 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Palma also assists clients with health insurance and Medicare planning. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Justin Ponella is a financial advisor at Ameritas Advisory Services, LLC with 20 years of industry experience. He holds a Series 63 designation and has worked with Ameritas and affiliated firms since 2011. In addition to his advisory role, he is a licensed independent insurance agent specializing in fixed life and health insurance products through DiPaola Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.

Peter Klein is a CFA® charterholder with 39 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2013. He holds Series 63 and Series 65 registrations. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and private funds.

William Katz is a financial advisor with Primerica Advisors in Garden City, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1992. Katz serves as a trustee for family trusts. Primerica Advisors operates under Park Avenue Securities LLC, serving 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, utilizing a range of investment strategies through proprietary and third-party platforms.

Richard Schmidt is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the DBA RSA Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.