Roger Goren is a financial advisor with Principal Financial Services and holds 42 years of industry experience. He has been the sole owner of Goren & Goren, Ltd. since 2014, which focuses on life, health, and accident insurance. His background also includes affiliations with Princor Financial Services Corporation and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Philip Scott is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and 12 years of industry experience. His prior work includes roles at Guardian Life Insurance Company. He is also involved in soliciting the sale of insurance products outside of Guardian’s offerings. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Rachel Gustin is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2023 and has prior work experience in the restaurant industry and at Columbia University. 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 through both discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and specialized market activities.

Hugo Real is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank since 2016. Outside of his advisory role, he is an owner of a rental property in New York. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

Lailin Chau is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. 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 utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operations as a security-based swap dealer and futures commission merchant.

Hai Xia Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Andrew Karasyk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Farther. His prior roles include positions at Wells Fargo Advisors, Symmetry Wealth Advisory Group, Cresset Asset Management, First Republic Bank, and SunTrust Robinson Humphrey. He is co-chair of the Finance for Israel Committee at Jewish National Fund USA. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with algorithmic rebalancing and incorporates AI tools alongside advisor judgment.

Thomas Avitabile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes a four-year tenure at HSBC Bank USA. He is also engaged in outside insurance activities unrelated to Guardian, dedicating part of his time to this work. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Michael Guiliano is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with The Ayco Company LP since 2014 and is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Steven Wong is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Citigroup Global Markets since 2007, with a brief tenure at UBS Financial Services from 2018 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, and operates with a scale and range of roles that include in-house research, swap dealing, and futures commission merchant activities.

Jerry Mackey Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique roles in the market, including functions as a swap dealer and futures commission merchant.

Richard Soroka is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Citigroup Global Markets Inc. since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and committees to select and monitor managers.

Aikaterini Martini is a financial advisor at Citigroup Global Markets with one year of industry experience. She has previously worked at Citibank Europe plc for four years and Eurobank Private Bank Luxembourg S.A. for five years. Martini holds a Series 66 license and earned an MSc in Accounting and Financial Management from Lancaster University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supporting exposure to digital assets and alternative investments.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2017 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of finance, she is an author involved in creative writing and also sells clothing and accessories through the Poshmark app. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Spuhler is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with various Ameritas affiliates, including Ameritas Life Insurance Corp and Ameritas Investment Corp, since 2013. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing in-house and third-party managed portfolios and integrates with related Ameritas affiliates to support diverse client needs.

Jason Reis is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Principal in 2025, he worked at Long Island Financial Group Inc from 2011 to 2025. Outside of his advisory role, he owns an accounting business providing tax preparation and bookkeeping services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Jagiello is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at The Colony Group, Buckingham Strategic Wealth, Royal Alliance, and Lighthouse Financial Network. Outside of finance, he coaches and instructs youth baseball. Focus Partners Wealth serves a wide range of clients including individuals, families, corporations, and institutions, offering investment management, financial counseling, and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach leveraging fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

Mark Zias is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Zias also engages in independent insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Lawrence Cohen is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he is involved with Ash Brokerage, selling outside carriers’ insurance products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.