Jimmy Brey is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2014, with additional experience at Merrill and Bank of America. 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 maintains unique market roles including in-house research, security pricing, and activities as a swap dealer and futures commission merchant.

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.

Christine Wolferman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Citi since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing both discretionary and non-discretionary investment solutions.

Steven Lasky is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior roles include positions at Pinnacle Wealth Management and New York Long Term Care Brokers. Outside of his advisory work, he serves as an independent insurance agent and is president of BRST Inc., an S-corporation involved in managing office expenses and billing. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, primarily offering non-discretionary recommendations rather than discretionary asset management.

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.

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.

Owen Gold is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc., Morgan Stanley, and involvement in the hospitality sector with South Kitchen + Bar and Mission Taco. Owen has also held teaching positions at the University of Georgia and Long Island University. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Pablo Luna is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide 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 derivatives services.

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.

Gerald Spitzer is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Outside of advising, he serves as a board member for NAMI NYC, a nonprofit focused on mental illness, and holds advisory roles related to employee ownership initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ diverse investment strategies and offers both discretionary and non-discretionary account management through various platforms and sub-advisers.

James Moore is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and was previously with Primerica Advisors and Guardian Life Insurance Co of America from 2015 to 2018. Outside of his advisory work, Moore serves as a trustee for the Hillsborough Jr Raiders Sports and is a board member of the Somerset County 200 Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm utilizes proprietary model portfolios, third-party strategists, and a digital advice solution to manage accounts on a discretionary or non-discretionary basis, supporting a range of investment products and lending solutions.

Aaron Loor is a financial advisor at Citigroup Global Markets with 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America Merrill Lynch. He also serves as a military officer in the United States Army Reserves, where he works as a civil affairs governance officer. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains distinctive market roles such as acting as a swap dealer and futures commission merchant.

Brendan Pilaar is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Gramercy Place Partners LLC, Lawrenceville Township, and The College of New Jersey. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, employing a fiduciary standard within a vertically integrated advisory model.

Joseph Rivara is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrently worked with The Guardian Life Insurance Company since 1995. Rivara is also involved in insurance sales beyond Guardian products. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.

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.

Anthony Becker is a CFP® professional with 34 years of industry experience, currently advising clients at Lincoln Investment since 2010. He operates additional businesses focused on income tax preparation and fixed insurance sales, including life, disability, and health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an in-house Investment Management & Research team and offers a variety of advisory programs alongside broker-dealer and insurance services.

Nicolas Michel Polito is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisors, he worked at Bederson LLP and held teaching positions at Fairleigh Dickinson University, where he continues to serve as an adjunct professor of Accounting, Taxation, and Finance on a semester basis. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal research team and third-party managers, with a notable integration of tax and accounting services and specialized operational capabilities.

Paul Tramontozzi is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at KBK Wealth Management, LLC and Commonwealth Financial Network. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, utilizing an open-architecture platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians, offering a range of discretionary and non-discretionary strategies tailored to client goals.

Alexandria Becker is a financial advisor with Lincoln Investment, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2015 and is also involved with A.T. Becker & Associates, Inc., where she provides tax preparation and insurance services as an accountant and certified public accountant. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.