Davin Sessa is a financial advisor with Guardian Life and holds a Series 63 designation. He has 15 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is a martial arts coach, an author of a book linking martial arts principles to personal finance, and serves on the Yorktown Chamber of Commerce board as well as acting as treasurer for Hudson Valley Christian Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

John James Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Morgan Stanley, Kineo Capital LLC, Due Diligence, and Arch Capital Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a consolidated investment platform.

Yong Sheng Chen is a financial advisor at Transamerica Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. Chen is also president of Elite Eagle Inc., a non-investment-related business, and is involved with Finger Lakes LLC as a hotel partner. Transamerica Financial Advisors serves a broad client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services with a variety of proprietary and third-party investment models.

Robert Testa is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at National Planning Corporation for 17 years and has been with Commonwealth and Paris International Corporation since 2017. Outside of his advisory role, he serves as a basketball evaluator for the East Coast Basketball Conference. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $213 billion in client assets. The firm offers a wide range of advisor support services, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

R Dunuwila is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to joining Voya in 2020, he worked at Lincoln Investment Planning, Inc. for 16 years. Outside of his advisory role, he volunteers as a translator for Shakti Village Empowerment, a nonprofit organization. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients through comprehensive financial planning, portfolio management, and advisory services. The firm utilizes investment policy statements, model allocations, and technology-enabled tools to deliver customized recommendations, operating both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Daniel Zhao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Citigroup Global Markets since 2013 and previously spent seven years at HSBC Securities (USA) Inc. 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, including in-house research, derivatives services, and bespoke solutions for very large client relationships.

John Kortze IV is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Advisors. Kortze serves as treasurer for the Newtown Volunteer Ambulance in Newtown, CT. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

John Schafer is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2009. Outside of his advisory role, he is a co-owner of WJ Realty LLC in Massapequa, NY. 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, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by centralized asset management and custody capabilities.

Matthew Jorgensen is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at First Republic Investment Management, Morgan Stanley, and Summit Financial Resources. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing an integrated range of investment and placement services.

Cary Kortze is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Kortze is a partner in Kortze Brothers Wealth Management Group and serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services along with portfolio management through various Steward Partners-branded and third-party solutions.

Christopher Alexis is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of rental properties, which he manages with limited time outside of securities trading hours. 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 in-house research, acting also as a swap dealer and futures commission merchant.

Joseph Lucien is a financial advisor with Janney Montgomery Scott in Garden City, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Lucien has been with Janney Montgomery Scott and its related entities since 2013. 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 broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, and provides a variety of brokerage, financial planning, and advisory services.

Thomas Gape is a financial advisor with Equity Services, Inc., holding a Series 66 license and one year of industry experience. His prior work history includes roles at National Life Group, Mass Mutual, and Schuberts II Inc. Outside of his advisory work, he is also engaged as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

Andrea Loughlin is a financial advisor at Oppenheimer with 45 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Oppenheimer since 2015. Prior to that, she gained extensive experience at Morgan Stanley and its affiliates beginning in 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a wide range of investment programs with both discretionary and non-discretionary management, maintaining custody of client assets while providing services that include asset allocation guidance and performance reporting.

Raymond Donnelly is a financial advisor with Lincoln Investment in Garden City, NY, holding a Series 63 license and bringing 39 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains long-term roles with Massmutual Life Insurance Company and Advisors Resource / SR Network Solutions. Donnelly serves on the Board of Directors for the South Shore Child Guidance Center, a mental health care organization. Lincoln Investment is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Gerard Zopfi Jr. is a CFP® professional with 14 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to his advisory role, he provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Christine Eriksen is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm employs a fiduciary standard for its RIA services and provides both model portfolio and customized portfolio management options.

Steven Wilson is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Guardian Life since 2011 and also operates his own CPA and CFA tax return preparation and consulting business. Additionally, he has been affiliated with Fordham University since 2007. Guardian Life’s Park Avenue® Wealth Management 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 range of financial planning, consulting, and proprietary investment solutions.

Richard Gallipoli is a ChFC® credentialed financial advisor at Guardian Life with 35 years of industry experience. He has worked at Guardian Life and its subsidiaries since 2007 and has been with Park Avenue Securities since 2018. Outside of advising, he teaches a six-hour defensive driving safety course. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Thomas Theodorou is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Transatlantic Reinsurance Company, and DAG Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, with advisory services that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.