Peter Lenane is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs, including discretionary and non-discretionary services, with a focus on equity, balanced, and fixed-income portfolios through strategic and tactical asset allocation.

Steven Buczek is a financial advisor with TD Private Client Wealth LLC in White Plains, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at TD Bank N.A., Guardian Life Insurance, Park Avenue Securities, and New York Life. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a mix of strategic and tactical asset allocation through affiliated and third-party sub-managers and provides ongoing portfolio management, financial planning support, and custody services.

Damian Petta is a Series 66-credentialed financial advisor with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth and Harvestwealth Partners since 2009 and has prior experience at Merrill. Outside of his advisory role, he plays guitar at local bars and restaurants. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and retirement consulting, supporting diverse investment strategies through both internal and external portfolio management options.

Eric Beiley is a financial advisor at Steward Partners Investment Advisory, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple Steward Partners entities and Raymond James Financial Services over the past decade. Beyond his advisory role, he serves as a member of the Greenwich, CT Representative Town Meeting and is on the investment committee for Greenwich Reform Synagogue. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and managed account services with a focus on both proprietary and third-party portfolio management solutions.

Evan Whaley is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2008. Whaley serves as co-trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management tailored to client objectives.

Paul Tramontozzi is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd in Tarrytown, NY. His prior experience includes roles at KBK Wealth Management, LLC and Commonwealth Financial Network. He has served as a registered representative of LPL Financial, LLC alongside his advisory work. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutions, and offers a variety of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

Catherine Demartino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and six years of industry experience. She has concurrently worked at both firms since 2021. Demartino serves as Vice President of the Rotary Club of Rye. 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 offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs and select third-party advisory solutions.

Dana Deluca is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Steward Partners in 2025, Dana worked at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC from 2014 to 2025. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, providing both discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Jeffrey Perlmutter is a financial advisor at Hightower Advisors with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at Mass Mutual Insurance Co., Park Avenue Securities Investors, and Guardian Life Insurance Company of America. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors such as pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with access to alternative investments and customized indexing.

Lisa McGrath is a financial advisor at TIAA-CREF with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1991. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Lily Kanjiram is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked with GWFS Equities, Inc. since 2022 and with Prudential Investment Management Services and Prudential Insurance Company of America since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Hau Ling Cheng is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2014 and holds Series 63 and Series 66 designations. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jayson Tenorio is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has been with Citigroup Global Markets since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he works part-time in retail sales and assists with senior healthcare activities. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Kyle Alexander is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he works as a weekend bartender at the Larchmont Yacht Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and execution capabilities, combining large institutional scale with specialized market roles.

Anthony Domino Jr. is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Guardian Life since 1985. He serves on the board of The American College and is involved in marketing genomic cancer profiling through Wamberg Genomic Advisors. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led and model-based investment strategies, alongside access to proprietary programs, third-party advisory solutions, and insurance products.

Joseph Priore is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Morgan Stanley and Northwestern Mutual Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Dawn Zerillo is a financial advisor at Hightower Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and provides accounting assistance to a real estate investment firm through DDI Equities LLC outside of her advisory role. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles. The firm serves a diverse client base that includes pension plans, charitable organizations, corporations, and financial institutions, and is noted for managing cross-border exposures and institutional mandates.

Daniel Goggin III is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2024, he worked at Citigroup for several years across multiple roles. Outside of his advisory work, he serves on the social events committee board of the New York Athletic Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs and services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Josemary Gutierrez is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Borough of Manhattan Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor investment managers.

Joseph Viggiani is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at SCOTTRADE, Inc. from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolios and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement planning advice.