Otto Tannure is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Transamerica Financial Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through various advice programs, focusing on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.

Matthew Brady is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, possessing 13 years of industry experience. He has been with Guardian Life since 2012 and joined Park Avenue Securities in 2022. Outside of his advisory role, Brady serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC operates as a broker-dealer and SEC-registered investment adviser under Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of brokerage, financial planning, retirement consulting, and advisory services through proprietary and third-party platforms.

Michael Benedetto is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including 17 years at Neuberger Berman, LLC before joining T. Rowe Price in 2023. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The service uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and targets individual investors and households with a focus on retirement goals.

Kevin Bajana is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions, including Citibank N.A., Bank of America, Merrill, and HSBC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. 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 and derivatives services.

Charles Thela is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 24 years of industry experience. He has been with Kestra Investment Services since 2016 and has held roles at Fusion Financial Group and Kestra Advisory Services since 2003. Outside of advisory work, he refers group insurance business to Westchester Benefit Group and processes fixed insurance through Ash Brokerage. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bury Barbier is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and is also a part owner of Printer Support Group, a printer repair business. Additionally, Barbier owns Integral Capital, a firm involved in group insurance sales and commercial loan brokerage. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, access to alternative investments, and a notable focus on non-discretionary assets.

Michael Saccardo is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his finance career, he is actively involved as a basketball and youth lacrosse official and serves as treasurer for a local basketball officials board. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and provides solutions that include discretionary and non-discretionary portfolios, alternative investments, and access to digital-asset products.

Deborah Becker is a ChFC® credentialed financial advisor with 21 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018, with prior experience at NYLIFE Securities LLC and New York Life Insurance Co. Becker volunteers with two nonprofit organizations, contributing her time outside of securities trading hours. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions such as lending and donor-advised funds.

Lyle Domenitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Guardian Life and Park Avenue Securities for approximately 10 years. Domenitz is involved in several business activities, including ownership interests in entities related to life insurance and general agency operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning, retirement consulting, and access to proprietary and third-party investment programs.

Cody Roberts is a CFP® with five years of industry experience, currently serving as a financial advisor at William Blair. He has been with William Blair since 2019 and previously worked at Hobart and William Smith Colleges. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pensions, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nirotam Mahes is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Astoria Federal Savings. Outside of his advisory role, he is involved in real estate rental activities through Mahes & Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Steven Lasky is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at VOYA since 2014 and has prior experience with Pinnacle Wealth Management and New York Long Term Care Brokers. Outside of his advisory role, he is president and partner of BRST Inc., an S-corporation involved in billing and loans, and operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios, manager-driven sleeves, and both discretionary and non-discretionary programs, supported by an extensive affiliate network and multiple custodial relationships.

Susan Gullotta is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2022. Her prior experience includes roles at Westchester Financial Advisors, NFP Advisor Services, LLC, and Berkowitz, Herkert & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of customizable investment program structures.

Ronald Berkowitz is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Commonwealth in 2022, he worked at Kestra Advisory Services and Kestra Investment Services for 19 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Leonard Lebov is a financial advisor at Truist Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2018. Prior to this, he was an independent consultant and spent nine years with Lone Peak Partners Management LP. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary manager relationships and non-discretionary consulting.

Songqun Florence is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients through various program types.

Maria Bekas is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has four years of industry experience and previously owned Greek Taverna LLC and Face Organics LLC. Bekas also operates Positive Wealth Strategies LLC, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively within an integrated New York Life affiliate structure.

Nicholas Lotrecchiano is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citigroup since 2022 and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Willis Towers Watson, the Regional YMCA of Western CT, and Bryant University. 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 significant institutional scale, including in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Jeffrey Wertheim is a CFA® charterholder with 15 years of industry experience, currently affiliated with Primerica Advisors in Larchmont, NY. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Wertheim also operates as an independent agent selling insurance-based products outside of Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.