Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with multiple firms, including Thomas Elliott & Company and Allegiant Divorce Solutions. Russo is a certified divorce financial analyst and operates her own advisory business, Susan Russo Financial, where she assists clients with financial planning related to divorce. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory through a variety of strategies and affiliated investment adviser representatives.

Guozhen Zhao is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at HSBC Bank USA NA, HSBC Securities USA Inc., Noble Fertility Center, and Prudential affiliate firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has been with Voya since 2020 and previously worked at Optum and CDL. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual, institutional, and high-net-worth clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains both investment adviser and broker-dealer registrations.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

Jiake Shi is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Eagle Strategies since 2017 and also maintains roles with NYLife Securities LLC and New York Life Insurance Company. Additionally, Shi is engaged in insurance brokering, focusing on non-registered insurance products and property and casualty brokering. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at VOYA since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. He also operates as an independent insurance agent, focusing on the sales of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based relationships.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. 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 client base, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Aaron Young is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he serves as a Power of Attorney for an elderly family member, assisting with general life and health matters. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions tailored to both high-net-worth and ultra-high-net-worth clients.

Chunlong Yang is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Altera Digital Health and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Carlo Ritaccio is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life since 2024. Outside of his advisory role, he operated Enzo's Pizzeria from 2023 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage, financial planning, and retirement plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a combination of proprietary and third-party investment programs.

Charlie Tarazona is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Broadridge/Solomon Page and Columbus Delivery. Outside of his advisory role, he is also an independent insurance agent focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary, recommendation-based advice.

Jimmy Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Citigroup, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Jorgo Celo is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Chase Bank and HSBC Bank USA National Association. 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 internal oversight and integrates both discretionary and non-discretionary approaches, serving large-scale and complex client needs.

Zachary Fu is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Equitable Advisors LLC, UBS Financial Services Inc., and AXA Advisors LLC. Outside of his advisory roles, he serves as an officer of EZ Pension Services, LLC, and holds fiduciary responsibilities as an executor and trustee for family estate matters. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory solutions to individuals, retirement plans, charitable organizations, and corporate clients.

Robert Vilbig is a financial advisor with Citizens Securities, Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and New York Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform using ETF-based portfolios and discretionary managed accounts, operating also as a broker-dealer and insurance agency.

Jesse Mistretta is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has prior work experience with New York Life and in legal roles, including at Hollander Law Group and the Nassau County District Attorney's Office. Mistretta holds a Juris Doctorate but is not currently practicing law. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.