William Cheshire Jr. is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds a Series 63 designation and has worked at National Life Group and Equity Services since 2014. Outside of his advisory role, he is involved in health and property and casualty insurance brokerage. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that incorporate long-term strategies alongside options for shorter-term trading, utilizing a network of third-party asset managers and model portfolios.

Michael Bernabeo is a financial advisor with Primerica Advisors based in Long Beach, NY, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as an executor and healthcare agent for a family member’s will. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management through a mix of discretionary and non-discretionary strategies and supports various account-level services including lending and donor-advised funds.

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 and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Realta Investment Advisors and Securities America. Yan is also the owner of Forstrum Wealth Management, where he manages client assets and works as a fixed insurance agent. Independent Financial Partners is an enterprise firm with a decentralized advisory model, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients through a network of approximately 261 advisors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on formal retirement-plan advisory and pension consulting capabilities.

Giuseppe Imbriano is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds a Series 63 designation and has held various roles in financial services and insurance since 2006, including leadership positions at Integrated Hr, Inc and ownership of Integrated Wealth Solutions Inc. Outside of advisory work, he is a partner in Direct Care Carrier, LLC, which provides transportation services for home care employees in New York. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Justin Kimmel is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 66 and Series 63 registrations. He has four years of industry experience, including roles at NYLife Securities LLC and New York Life. Prior to his advisory career, he worked in catering and held academic positions. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations, managing the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

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 for the Rotary Club of Oyster Bay. Stephanie works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Adam Cline is a CFP® and ChFC® with 28 years of industry experience. He has been with Primerica Advisors since 2012 and also maintains a role with Guardian Life Insurance Co of America. In addition to his advisory work, he is involved in insurance activities outside of Guardian. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base through both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates multiple account-level solutions, managing approximately $15 billion in regulatory assets under management.

Jeffrey Isaac is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions 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 through managed advice programs and investment education services, utilizing proprietary portfolio models developed in collaboration with Morningstar Investment Management. The firm manages a large client base with a focus on non-discretionary assets and does not target high-net-worth or corporate clients.

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 with HSBC Securities (USA) Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience. His career includes multiple roles within HSBC entities and Investors Bank dating back to 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types with both discretionary and non-discretionary options, integrating global asset management resources and a structured risk-profile approach.

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 financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 credential and has previously worked at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Tocqueville Asset Management. Outside of his advisory role, he coaches a travel lacrosse program on Long Island. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and tax-harvesting features.

Yahaira Tejeda Garcia is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2024 and has experience working at New York University. 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 integrates institutional-scale resources with unique market roles and arrangements.

Naveen Joshi is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He has been associated with Park Avenue Securities since 2015 and Guardian Life Insurance Company of America since 2004. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting various account types and lending solutions.

Janet Hayes is a financial advisor at Oppenheimer with 40 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Outside of her advisory role, she serves as a trustee of the Louis J. & Doris Lombardi Foundation Inc. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and multiple investment strategies to meet client objectives.

Christopher Walkley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held various roles at Morgan Stanley entities from 2008 to 2017. 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, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Andrew Cohen is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He has been with Citigroup 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 and execution services. The firm employs multi-asset, multi-manager strategies and maintains scale and market roles that include in-house research, security pricing, and derivatives services.

William Witt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds the Series 63 designation. 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 plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.