Marc Scharf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Advisory Services Network, LLC for three years before joining Private Advisor Group in 2018. In addition to his advisory role, Mr. Scharf consults for the National Network of Accountants and Independent Captive Associates, focusing on investment advisory revenue streams and business development. Private Advisor Group serves individuals, trusts, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that includes access to proprietary and third-party managed account solutions and utilizes multiple investment strategies implemented through a variety of platforms and portfolio managers.

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 14 years of industry experience. His prior work includes roles at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas, spanning from 2003 to 2021. He is also involved with JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s advisory model is fiduciary-based and utilizes technology platforms and third-party managers to tailor investment solutions.

Michael Monteverde is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale alongside specialized market roles.

Boaz Pierre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is an independent contractor appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Klotz is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® certification and Series 63 and 65 licenses. He has 31 years of industry experience, including long-term roles at Guardian Life and Park Avenue Securities since 2006, as well as First Level Capital since 2002. Outside of his advisory work, he is involved in collectibles sales on eBay. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary and third-party platforms.

Matthew Spergel is a Series 66-licensed financial advisor with Guardian Life, based in Rye Brook, NY, and has six years of industry experience. He previously worked at Kaufman Borgeest & Ryan LLP for 12 years and currently serves as Co-Treasurer of the Naramake PTA. Additionally, he refers personal injury plaintiffs to law firms as part of his legal activities. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Lisena Gocaj is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup since 2022 and previously held positions at Capital One and JPMorgan Chase. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

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.

Zack Yevdeyev is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities LLC, Prudential Investment Management Services LLC, and GWFS Equities, Inc. His current role at Empower Advisory Group follows prior experience at major financial institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Orbon is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked with MLB and St. John's University. Outside of his advisory role, he has been involved with Next Level Baseball. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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 Guardian Life and holds a Series 66 designation. He has five years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in managing a family LLC focused on commercial real estate ownership. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients access to proprietary and third-party advisory solutions along with integrated lending and insurance products.

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.

Douglas Royce is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. His career includes roles at Simplicity Investments, Purshe Kaplan Sterling Investments, and Prudential Insurance Company of America, among others. He holds Series 63 and Series 65 credentials and operates the Douglas Royce Advisory Group, LLC, where he provides personal and commercial insurance services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and fiduciary management, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with additional offerings like its direct-to-consumer digital program, Starlight Portfolios.

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 Liguori is a financial advisor at Principal Financial Services with 30 years of industry experience. He holds a Series 66 designation and has worked with firms including Ameriprise Financial Services, J.P. Morgan Securities, and Chase Investment Services. In addition to his advisory role, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charities, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

Kareem Roberts is a financial advisor at Valic Financial Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2021. In addition to his advisory role, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Albert Murad is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2016. Outside of his advisory role, he serves as the treasurer of a networking group. Oppenheimer is a registered investment adviser and broker-dealer serving a broad client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs and advisory services spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Lisandro Enferri is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers diverse investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including roles as a swap dealer and futures commission merchant.