John Marcel is a financial advisor with Primerica Advisors in Rye Brook, NY, holding the CFP® and Series 63 designations and bringing 48 years of industry experience. He has worked with Park Avenue Securities since 2007 and Guardian Life Insurance Company since 1997. Outside of his advisory roles, he is involved with Madison Park Consultants, Inc., which places term life insurance and other coverage with various carriers, and serves as co-executor of the Estate of Mary C. Marcel. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting various account types and features, and manages approximately $15 billion in regulatory assets under management.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Samuel Katz is a CFP® certified financial advisor with over 31 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2018. In addition to his advisory work, Katz is a CPA providing tax and accounting services for individuals, businesses, partnerships, and trusts. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement varied investment strategies.

Kyle Codey is a financial advisor at Oppenheimer with seven years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior roles include positions at Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to each program and advisor and manages approximately $36.7 billion in assets as of year-end 2025.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas. Walsh is also involved in JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and third-party asset management programs.

Michael Klotz is a CFP® professional with 31 years of industry experience, currently serving at Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and First Level Capital, Inc. In addition to his advisory work, Klotz sells collectibles through eBay. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Matthew Spergel is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as Co-Treasurer of the Naramake PTA. 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 a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

James Venetos is a financial advisor at Rockefeller Financial LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes significant tenures at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, where he worked for 15 and 17 years respectively. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating with a unique combination of advisory and broker-dealer capabilities supported by an integrated investment platform.

Kiet Hua is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Eagle Strategies since 2016 and also works with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

Liam King is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, Webster Bank, and Axa Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Lawrence Wilkes is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Oppenheimer since 2012. Wilkes serves as a trustee of the Board of Trustees of Temple Shalom and also manages his own revocable trust as well as his wife’s irrevocable insurance trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Jessica Kwon Kapadia is a financial advisor at Eagle Strategies (NY Life) with Series 66 and Series 63 licenses and four years of industry experience. She has been with Eagle Strategies since 2024 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co, where she has been affiliated since 2012. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages a majority of its assets on a non-discretionary basis.

Carla Lanza is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Securities and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

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.

Jason Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Wein serves as treasurer for the Bethel Bombers, a nonprofit youth baseball organization, where he is involved in scheduling, coaching, and fundraising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a majority of its client assets on a non-discretionary basis and offers a range of financial planning and retirement plan consulting services.

Robert Gibson is a CFA® charterholder with 15 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual and various advisory firms. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party models and features a hybrid digital advisory solution called VestWise™.

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.