Peter Maino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Guardian Life since 2009 and Park Avenue Securities since 2011. Outside of his advisory work, he occasionally provides consulting services in the chemical sector. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Wai Chu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at World Financial Group, Inc., and involvement with firms such as InheritGuard, LLC and LSPN Pro, LLC. Outside of advisory work, he serves as president of Flics, a business managing bookkeeping and tax responsibilities related to his financial activities, and he connects clients to estate planning attorneys through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individuals, retirement plans, trusts, and businesses, delivering services through a broad advisor network and multiple program platforms. The firm’s investment approach relies mainly on model portfolios and third-party managers, with regulatory assets under management around $1.7 billion.

Christopher Careri is an investment advisor representative with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Eagle Strategies since 2005 and New York Life since 2000, and operates under the business name Premier Asset Solutions Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Aaron Cahill is a financial advisor at Voya Financial Advisors, Inc. in Melville, NY, holding a Series 66 designation with seven years of industry experience. Prior to joining Voya in 2019, he worked at INFICON, Inc. Cahill is involved in lacrosse coaching and administration, serving as Assistant Men's Lacrosse Coach for Ireland's National Team, Director of Alumni Operations for Ireland Lacrosse North America, and head varsity boys lacrosse coach at Westhill Central School District. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures that emphasize recommendation-based, non-discretionary advice.

Helena Lee is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at NYLife Securities LLC and New York Life Insurance Company since 2018. Prior to her advisory career, she was a homemaker from 2014 to 2018. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Anjana Sengupta is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018. Prior to that, she was employed by The Prudential Insurance Company of America and PRUCO Securities, LLC from 2015 to 2018. She volunteers part time with Prelude To A Cure Inc., a nonprofit organization. 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 with oversight committees to select and monitor investments, combining large institutional scale with specialized market roles.

Marolyn Liang is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Park Avenue Securities and MML Investors Services. Liang also has a background involving insurance activities outside of her primary role. 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 a range of brokerage, financial planning, and investment advisory services utilizing proprietary and third-party models.

Joseph O Donnell is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in business planning for a group benefits provider serving a union fund. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and financial planning solutions.

Gregory Scheinberg is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and bringing 11 years of industry experience. His career includes roles at Tax Favored Solutions, GP Goods LLC, The Integrated, and Ameritas Life Insurance Corp of New York. Outside of advisory work, he is a partner in GP Goods LLC, a retail business that sells products on Amazon. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers, and its platform integrates with Ameritas affiliates to deliver a broad range of investment solutions.

Thomas Cordovano is a CFP® professional with 41 years of industry experience, currently serving at Corient. His prior roles include positions at La Ferla Group LLC and Purshe Kaplan Sterling Investments. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

Dianne Pritchard is a financial advisor with SPC and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at Sigma Financial Corporation and SPC. Outside of her advisory role, she is an independent insurance agent specializing in dental, group disability income, life, accident, health, and Medicare-related products, and serves as a board member at her church. SPC serves a diverse client base including individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

John Isaac is a financial advisor at Guardian Life with 31 years of industry experience. He holds a Series 63 designation and has worked with Guardian Life and its affiliates since 2005. Outside of his advisory role, he serves as founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., and is currently a candidate for the New York State Assembly. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Lorena Braunstein is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at HSBC Securities since 2019 and concurrently serves as a bank officer at HSBC Bank (USA) N.A. Outside of her advisory roles, she owns an organization that promotes advanced education for teachers and educators. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a variety of program types and a risk-profile-based investment process developed with HSBC Global Asset Management, combining discretionary and client-directed portfolio management.

Patrick Ceplenski is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Prior to joining Wealthspire in 2026, he worked at The Colony Group, LLC for five years, and also held positions at Wolf & Company, P.C. and Andersen. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management and financial planning services supported by centralized due diligence and ongoing monitoring.

Stephen Donella Jr. is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as a vestry member at Trinity Episcopal Church, participating in the church's board responsible for budget and governance. Voya Financial Advisors, Inc. serves a broad client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and other advisory services through multiple program structures with an emphasis on non-discretionary recommendations.

Ryan Peters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His career includes roles at TIAA and LPL Financial, alongside his current position at Private Advisor Group since 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Jian Qi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Transamerica Financial Advisors since 2016 and also maintains a role at World Financial Group, Inc. Outside of his advisory work, Jian Qi is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a broad advisor network and multiple program platforms, relying on model portfolios and third-party managers to implement its advisory strategies.

Joseph Brida is a financial advisor with Eagle Strategies (NY Life) and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including long-term roles at Wealth Conservation Group, Inc. and Nylife Securities Inc. Brida has an ownership interest in a racehorse entity, J & B Stables, though he is not actively involved in its management. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple advisory programs within an integrated New York Life affiliate structure.

John Maher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at WealthShield Partners, Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Lawrence Papola Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. His professional background includes roles at OSAIC, ThinkEquity Insurance Services LLC, and U.S. Captive Partners & Associates, Inc. He is also involved in providing insurance services related to life, health, annuities, and long-term care products beyond standard offerings. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, while enabling advisors to construct customized client portfolios with access to discretionary model portfolios and various program structures.