Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Robert Guldner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he is co-owner of Pepper Co, LLC, a consulting and online sales business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services delivered through both proprietary Steward Partners solutions and third-party managers.

Joseph Fusaro is a financial advisor at Oppenheimer with 13 years of industry experience. He has been with Oppenheimer since 2014 and previously worked at Merrill for one year. Outside of his advisory role, Mr. Fusaro owns and manages a construction contracting business and an investment property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Jerry Mackey Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique roles in the market, including functions as a swap dealer and futures commission merchant.

Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. 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, estates, and institutional clients, offering brokerage services, financial planning, and various advisory programs.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Thomas Spuhler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been associated with multiple Ameritas affiliates and related firms since 2013. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms supported by third-party technology and managers.

Jason Reis is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Long Island Financial Group Inc for 14 years. Outside of his advisory role, he owns an accounting business that provides tax preparation and bookkeeping services. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Daniel Jagiello is a Series 66-licensed financial advisor with seven years of industry experience, currently with Focus Partners Wealth, LLC. His prior experience includes roles at The Colony Group, Buckingham Strategic Wealth, Royal Alliance, and Lighthouse Financial Network. Outside of his financial career, he coaches and instructs youth baseball. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Mark Zias is a financial advisor at Guardian Life with 11 years of industry experience. He has been with Guardian Life since 2014 and worked at Park Avenue Securities from 2015 to 2017. In addition to his advisory role, he is also an independent contractor involved in insurance sales outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions tailored to client needs.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.

Lawrence Cohen is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Cohen also engages in selling insurance products through Ash Brokerage. 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 range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Jermaine Matthews is a financial advisor with OSAIC Institutions, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

Anthony Mammano is a financial advisor at Guardian Life and holds a Series 66 designation. He has one year of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance Company, Cbiz Marks Paneth, and Mercy University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, offering services that include financial planning, consulting, and access to both proprietary and third-party advisory solutions.

Qian Li is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. since 2017. Li also acts as a broker for East and Ocean Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

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.

Veronica Magnotta is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she has worked as a substitute teacher providing classroom coverage and instructional support. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing Envestnet’s platform and third-party model managers.

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.