Philip Capell is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously spent over two decades at Piermont Wealth Management Inc. In addition to his financial advising career, he provides minimal legal services through his own practice, Philip J Capell P.C. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment process combining passive and active management with quantitative, momentum, and fundamental analysis.

Eric Ferguson is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc from 2016 to 2018. Empower Advisory Group provides financial planning and investment management services 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’s approach centers on integrated service delivery combined with proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates.

Gregg Reutter is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He previously worked at Royal Alliance Associates, INC. for ten years and OSAIC for one year. In addition to his advisory work, he has served as a lieutenant with the New York Police Department since 1986. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions.

George Fiederlein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2025. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, among other firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs and services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Bertrand Thomas is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation and Transamerica Financial Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping platforms and include point-in-time financial plans and optional managed accounts.

Daniel Ifraimov is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes positions at SEI Novus, Corporate Fuel Advisors, and JP Morgan Chase. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a range of advisory programs alongside broker-dealer execution and custody services.

William Cheshire Jr. is a financial advisor with Equity Services, Inc. in Melville, NY, holding a Series 63 designation and 20 years of industry experience. He has worked at National Life Group and Equity Services since 2014. Outside of his advisory role, he is involved in insurance sales, including health, dental, 401(k), and property and casualty insurance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for short-term trading and specialized instruments.

Sarah Lee is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has held positions at Citigroup since 2017, with additional experience at Nordstrom and the Solomon Agency Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains unique in-house research and security-pricing functions, supporting large-scale and complex advisory relationships.

Cara Turano is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and provides both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His career includes roles at Ameritas and Empire Financial Partners, as well as ownership and leadership positions in multiple business ventures, including Integrated Hr, Inc. and Direct Care Carrier, LLC, a transportation service for home care agency employees. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning services through various program platforms and a broad product set.

Justin Kimmel is a financial advisor with Eagle Strategies (New York Life) and holds Series 66 and Series 63 licenses. He has four years of industry experience and has been affiliated with New York Life and its related entities since 2021. Prior to his advisory career, he worked in catering and held positions in education. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary assets, and emphasizes tailored recommendations aligned with client and plan sponsor objectives.

Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer of the Rotary Club of Oyster Bay. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Adam Cline is a CFP® and ChFC® with 28 years of industry experience, currently serving at Guardian Life since 2012. He holds Series 63 and Series 65 licenses and engages in additional investment-related insurance activities outside of Guardian Life. Guardian Life operates through its subsidiary Park Avenue Securities LLC, providing brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments.

Jeffrey Isaac is a financial advisor at Transamerica Retirement Advisors, LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm utilizes proprietary software and portfolio models from Morningstar Investment Management to deliver asset allocation and retirement guidance, focusing primarily on non-discretionary investment solutions.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jason Hoffman is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including a decade at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also a notary. Citigroup Global Markets serves individual and institutional clients across multiple 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.

Steven Wagner is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked with multiple entities within HSBC and Investors Bank since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment options. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with fund diligence and ongoing monitoring, serving a diverse client base through various specialized program types.

Alexander Tantleff is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank since 2020. His prior experience includes roles at AXA Advisors and J.P. Morgan from 2015 to 2019. 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 significant in-house research and market roles, supporting a broad spectrum of client needs from workplace accounts to ultra-high-net-worth portfolios.

Sean Paton is a Series 66-credentialed advisor at Guardian Life with one year of industry experience. His prior roles include positions at Northeast Financial Network and Tocqueville Asset Management. Outside of finance, he serves as a coach for the Checkmate Lacrosse Club, a travel lacrosse program on Long Island. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated lending options.