Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc. in Melville, NY. He holds a Series 66 designation and has six years of industry experience, including prior roles at Optum and CDL. He also operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-driven tools to manage both non-discretionary and discretionary accounts.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

George Crowley III is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Ameriprise Financial Services, and other firms. He is also involved as an equity owner and manager at Flurry Associates LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Robert Seipp is a financial advisor with GWN Securities Inc. holding a Series 66 designation and 14 years of industry experience. He has been with GWN Securities since 2015 and also works as a high school math teacher in the Wappingers Central School District, a role he has held since 1998. Additionally, he is involved in life insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning. The firm utilizes both affiliated and unaffiliated sub-advisers, employing portfolio strategies based on asset allocation, Modern Portfolio Theory, and momentum-based trading approaches.

Maria Carmen Abustan is a financial advisor at Carson Wealth with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC and New York Life Insurance Company. In addition to her advisory role, she is also licensed as a life insurance agent. Carson Wealth is an enterprise platform serving corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a network of over 650 advisors and managing approximately $50.6 billion in assets.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. Additionally, he operates as an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of investment adviser representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Anthony Romeo is a financial professional with 34 years of industry experience, currently affiliated with GWN Securities Inc. since 1995. He also holds a position at CGAA Inc., where he provides financial and insurance services including life, health, long-term care, and annuities. His credentials include Series 63 and Series 65 licenses. GWN Securities offers investment advisory and related services to individual and corporate clients, utilizing a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within certain legacy programs.

David Costa is a financial advisor with Eagle Strategies (New York Life) based in Melville, NY. He holds Series 63 and Series 65 licenses and has one year of experience at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. His prior experience includes roles at PPL and involvement with Innovative Martial Arts and Krav Maga Defiance, as well as service in the Marine Corps. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate clients.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. 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, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has five years of industry experience. In addition to her advisory role, she works as a Unit Field Trainer and Insurance Sales Agent, where she recruits and trains insurance agents and is appointed to write business for various insurance products including Medicare Supplement and indexed annuities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple asset classes.

Carlo Ritaccio is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he has experience running a pizzeria business. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and investment solutions tailored to client needs.

Emily Gunston is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Clearing, Deloitte, Capital One, and JPMorgan Chase. Janney Montgomery Scott LLC is a large 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.

Charlie Tarazona is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and five years of industry experience. His prior work includes roles at Broadridge/Solomon Page and Columbus Delivery. He is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products, with a focus on client-approved, non-discretionary relationships.

Jorgo Celo is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Chase Bank and HSBC Bank USA National Association. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary approaches, serving large-scale and complex client needs.

Robert Vilbig is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities, and New York Life Insurance Co. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Thomas Wenthen Jr. is a financial advisor at Carson Wealth with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Noble Wealth Advisors and LPL Financial. Carson Wealth is an SEC-registered investment adviser that manages approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory, and retirement plan services, utilizing a model portfolio approach supported by an Investment Committee and various tailored investment solutions.

Jesse Mistretta is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. Prior to joining Guardian Life in 2023, he worked at New York Life and held roles in legal and business settings, including the Hollander Law Group and Calvin Klein’s legal division. He holds a Juris Doctorate but is not practicing law. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporations, and organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and supports clients with specialized programs and integrated lending options.