Qian Li is a financial advisor with Guardian Life and holds Series 66 and Series 63 designations, having six years of industry experience. Li’s prior work includes roles at Park Avenue Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory activities, Li is involved with East and Ocean Life as a broker. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Peter Bournias is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

John Falco is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with Equity Services since 2015. In addition to his advisory role, he owns and operates an insurance brokerage focused on life, health, disability, and long-term care insurance sales. Equity Services, Inc., doing business 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 that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Dylan Squeo is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets Inc., City National Rochdale, and Northwestern Mutual Wealth Management Company. His current role began in 2026 with TIAA-CREF. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolios and customized portfolio management under a fiduciary standard.

Manuel Gomez is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at various HSBC entities from 2006 to 2022 before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and diverse market roles.

Michael Borrelli is a Series 66-licensed financial advisor with Principal Financial Services, with 17 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2010. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Weinstein is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the author and photographer of the book "Ten Times Chai: 180 Orthodox Synagogues of New York City" and participates as an individual artist in art competitions and festivals. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment vehicles to meet client objectives.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Frank Bove is a financial advisor with Primerica Advisors and holds the PFS™ and Series 63 designations. He has 25 years of industry experience and is also a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. Bove provides consulting on tax, accounting, and fiscal responsibility matters outside of his advisory role. He works with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory relationships, employing a variety of proprietary and third-party investment strategies along with financial and retirement planning services.

Cody Tarver is a financial advisor with TD Private Client Wealth LLC in Melville, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked within various branches of TD Bank and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through a technology platform provided by Envestnet.

Dawn Terbush is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at New York Life Insurance Company and NYlife Securities LLC. Terbush serves as a board member of professional networking groups in Southern California and Melville, NY, and owns Terbush Management Services, Inc., which provides engineering project management services. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Laura Kellerman is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 14 years before joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to its programs and advisors, managing both discretionary and non-discretionary assets.

Christopher Liu is a CFA® charterholder with two years of experience currently based in Great Neck, NY. He works with Transamerica Financial Advisors and has held roles at several firms, including S&P Global and Cantor Fitzgerald Securities. Outside of his advisory role, he serves as Board Chair for Braata Productions, an organization that promotes Caribbean arts and culture through various events and educational programs. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Christopher Deo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 26 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also works with Anthony Izzo & Associates. Outside of his advisory work, he serves on the Alumni Board of Directors for Long Island University’s C W Post Campus. VOYA Financial Advisors serves a diverse client base including individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs including wrap accounts and third-party money manager access, operating as both an SEC-registered investment adviser and broker-dealer.

Chitman Uppal is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He has worked at several firms, including FIN2, LLC, DriveLoyalty, LLC, and Sun Life Financial. Uppal is also an author, having written the book "Rich Grandpa, Rich." Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

John Cortapasso Jr. is a CFP® with eight years of industry experience, currently advising at Janney Montgomery Scott in Garden City, NY. Prior to joining Janney in 2017, he operated Chef John's Kitchen And Catering for six years. 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 wide range of clients and offers brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Jennaydra Jordan is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked at several related firms since 2018 and also operates JD Growth Financial Strategies, LLC, focusing on brokering non-registered insurance products and selling New York Life products. Jordan is active in community and nonprofit organizations, including serving on committees for Jack and Jill of America, Inc., and holding leadership roles within Alpha Kappa Alpha Sorority and the AKA North Atlantic Regional Conference. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wilfredo De Jesus Jr. is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in automotive businesses, including owning and administering car rental and auto sales companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Silva is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2012. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Blanca Herreros De Tejada Lobo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Santander CIB and The Data Science Institute at Columbia University. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm maintains in-house research and operates unique market roles, including derivatives and futures services, distinguishing it from typical advisory firms.