George Papanicolaou is a financial advisor with Primerica Advisors holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods. Outside of his advisory role, he is involved in managing a family LLC focused on commercial real estate ownership. 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 transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Michael Buonassisi is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has 12 years of industry experience, including roles at Altium Wealth Management LLC and Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of entities. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Mark Kirby is a financial advisor at Oppenheimer with 33 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, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a range of investment vehicles tailored to client objectives.

Lewis Cabrera is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase bank. Cabrera is also a partial owner and silent investor in Lendi, LLC, a mobile software application platform for peer-to-peer rental services. 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 and maintains significant in-house research and market roles that distinguish it from typical advisory firms.

Michael Ryan is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include 14 years at MBSC Securities Corporation and a brief tenure at Ameriprise. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Kevin Coscarelli is a financial advisor with Lincoln Investment in Tarrytown, NY, holding Series 63 and Series 66 credentials and having four years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Pruco Securities, LLC, and SS&C Technologies. Outside of advisory work, he is involved in insurance brokerage and sales through ownership and partnership roles in firms such as KCMCSC LLC and Total Koverage LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement services, combining in-house and third-party investment strategies overseen by an Investment Management & Research team.

Timothy Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and the Camuto Group. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by financial professional recommendations and ongoing oversight.

John Galvin is a CFP® with 19 years of industry experience. He is currently with Hightower Advisors, joining in 2024, and previously worked at CMG Financial Planning Ltd, Equitable Advisors, and Axa Advisors, Llc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a model that emphasizes manager selection and multi-manager solutions. The firm supports both discretionary and non-discretionary strategies and integrates proprietary research and various investment vehicles in its offerings.

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.

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.

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Kashishian is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 1990 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

James Jedlicka is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior positions include roles at Key Investment Services LLC, KeyBank, LPL Financial, Sterling National Bank, and JP Morgan Chase Bank. 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 while maintaining large institutional scale and unique market functions such as operating as a swap dealer and futures commission merchant.

Jon Wessels is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at Citigroup since 2016. 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 through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Alexis Ablezer is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at New York Life since 2016, Eagle Strategies since 2020, and NYLIFE Securities LLC since 2022. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and non-discretionary asset management.

Michael Kinkel is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Janney in 2025, he worked at David Lerner Associates from 2011 to 2025. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

Julie Permutt is a CFP® professional with 26 years of experience in the financial services industry. She has been with PlanMember Securities Corporation since 2010 and maintains ongoing roles with Calico Family Ventures, LLC and Scarborough Alliance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

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.