Angel Vidal is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Peak Systems, Inc. Outside of his advisory role, Vidal is the founder and executive director of Elevation Baseball & Leadership Academy, a nonprofit organization providing free training and mentorship to youth athletes. He also refers clients to Student Optimum Services, assisting those with federal student loan issues. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, charitable organizations, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary management options.

Colleen Mackenzie Doino is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. She is also involved in two business ventures: Best Day Ever Vacations and Tee to Green Pro Services. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage, financial planning, and advisory programs, combining in-house and third-party asset management with unique custody and trustee services.

Kathrina Mapoy is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Citigroup in 2019. 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 in-house research and operates in unique market roles such as swap dealing and futures commission merchant activities.

Bryan Petrucci is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 14 years of industry experience. His career includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He also provides retirement planning services for employees separating from companies with ESOP plans through Great Lakes Retirement Plan Consultants. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Bonamarte is a financial advisor at Voya Financial Advisors, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. He is also the president of Hudson Financial Associates LLC, an independent financial services and insurance firm. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, unified managed accounts, and retirement advisory services. The firm employs a combination of in-house and external strategists, model portfolios, and technology-driven tools to support mostly non-discretionary client relationships.

Gregory Eckl is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and nine years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2023. Outside of his advisory work, he leads an annual battlefield tour in Gettysburg and serves on the Board of Advisors at Siena University. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary investment management through proprietary and third-party models.

Carolina Ng is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Citigroup since 2016. Outside of her advisory role, she serves as Treasurer of First Isle Investment Corp, an entity involved in managing an Airbnb property in Florida. 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 through discretionary and non-discretionary programs and maintains large institutional capabilities alongside unique market roles such as derivatives and futures services.

Richard Ludington Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at VOYA-related firms since 2005. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a mix of non-discretionary and discretionary management strategies supported by both in-house and third-party resources.

Yangang Zha is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Transamerica in 2024, Zha was involved with World Financial Group and served as chairman of the board at Southern Connecticut Chinese School, a nonprofit focused on Chinese language and cultural education, until 2024. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Clementi is a financial advisor with Key Investment Services LLC holding Series 63, Series 65, and Series 66 credentials and five years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and AXA Advisors, LLC. He also spent 15 years with Phil's Vitamin Company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform with discretionary implementation, integrating services from KeyCorp affiliates to support model due diligence and advisory capabilities.

Michael Doherty is a financial advisor at Oppenheimer with 49 years of industry experience. He has been with Oppenheimer since 2005 and holds a Series 63 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Peter Klimuszko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds Series 63 and Series 65 licenses. 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Juan Garcia is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Tri-Mountain Financial Group, Inc., Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he is a partner in a corporation involved in real estate investment. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Ellen Wilson is a financial advisor at Empower Advisory Group with 28 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Prudential Investment Management Services. She holds Series 63 and Series 66 designations. 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 select retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and savings rates within plan lineups chosen by plan sponsors.

Russell Stola is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including over two decades at LPL Financial before joining Private Advisor Group. In addition to his advisory role, he has been involved in tax preparation and accounting services for individuals and small businesses through Stola & Associates, Corp. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

John Carbonara is a CFP® professional affiliated with Commonwealth Financial Network, with 36 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2024 and previously spent over two decades with Securities America, Inc. He is co-owner of Financial Associates, LLC, an entity established to manage office expenses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Li Huo is a financial advisor at Eagle Strategies (NY Life) with 13 years of industry experience. He holds the CFP® designation and Series 63 license. Li has been associated with New York Life Insurance Company and its related entities since 2011. Outside of advisory roles, he is also appointed as an insurance broker for non-registered insurance products. 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 offers a range of advisory solutions tailored to client objectives, with most assets managed on a non-discretionary basis.

Matthew Roche is a financial advisor at Corient with 10 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup, Santander Bank, Santander Securities, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base, including individual investors, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Robert Ragusa is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Eisenhower/Cantiague Golf Course and the University of Connecticut prior to joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, managing both discretionary and non-discretionary portfolios across multiple asset classes.

Douglas Keller is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has 11 years of industry experience, including 10 years with First Command Advisory Services and its affiliated entities. Outside of his advisory role, he is the president of Harvest Capital Services Corp and co-founder of Unlock New Worlds, a start-up virtual reality company. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.