Akram Alabbassi is a financial advisor at Eagle Strategies (NY Life) with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Eagle Strategies since 2014. He also maintains longstanding roles at Nylife Securities LLC and New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers various program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. Additionally, he operates as an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of investment adviser representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Josin Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2020, Josin worked at HSBC Securities USA Inc and HSBC Bank USA NA from 2018 to 2020, and at J.P. Morgan Securities from 2016 to 2018. 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 both discretionary and non-discretionary programs and operates with unique market roles, including in-house research and security-pricing activities and acting as a swap dealer and futures commission merchant.

David Costa is a financial advisor with Eagle Strategies (New York Life) based in Melville, NY. He holds Series 63 and Series 65 licenses and has one year of experience at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. His prior experience includes roles at PPL and involvement with Innovative Martial Arts and Krav Maga Defiance, as well as service in the Marine Corps. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate clients.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. 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 diverse client base, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Aaron Young is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he serves as a Power of Attorney for an elderly family member, assisting with general life and health matters. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions tailored to both high-net-worth and ultra-high-net-worth clients.

Chunlong Yang is a financial advisor with Transamerica Financial Advisors based in Great Neck, NY. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Altera Digital Health and AllScripts, along with over a decade at World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment models, providing discretionary and non-discretionary programs.

Carlo Ritaccio is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he has experience running a pizzeria business. 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 combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and investment solutions tailored to client needs.

Charlie Tarazona is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and five years of industry experience. His prior work includes roles at Broadridge/Solomon Page and Columbus Delivery. He is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products, with a focus on client-approved, non-discretionary relationships.

Jimmy Torres is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, with prior roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and maintains unique institutional roles such as swap dealer and futures commission merchant.

Jorgo Celo is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Chase Bank and HSBC Bank USA National Association. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary approaches, serving large-scale and complex client needs.

Zachary Fu is a financial advisor with Guardian Life and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Equitable Advisors LLC and UBS Financial Services Inc. Outside of his advisory work, he serves as an officer of EZ Pension Services, LLC, and acts as a trustee and estate executor for family trusts. Guardian Life’s Park Avenue® Wealth Management 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 through proprietary and third-party platforms, delivering tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Robert Vilbig is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities, and New York Life Insurance Co. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jesse Mistretta is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. Prior to joining Guardian Life in 2023, he worked at New York Life and held roles in legal and business settings, including the Hollander Law Group and Calvin Klein’s legal division. He holds a Juris Doctorate but is not practicing law. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporations, and organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and supports clients with specialized programs and integrated lending options.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, Ally Invest Securities, and TD Bank. Gordon serves on the board of directors for New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Jordan Soclof is a financial advisor with Farther, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of finance, he has worked at Camp HASC and Yeshiva University. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with proprietary model portfolios and algorithmic rebalancing, utilizing ETFs, mutual funds, individual equities, and fixed income.

Minhua Chen is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding the ChFC® and Series 63 designations and bringing 25 years of industry experience. Chen has been associated with New York Life Insurance Company and NyLife Securities LLC since 2008. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.