Thomas Theodorou is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Transatlantic Reinsurance Company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jason Klager is a CFP® with 19 years of industry experience. He has worked at HSBC Securities (USA) Inc. since 2013 and concurrently serves as a Bank Officer for HSBC Bank USA, N.A., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and custody services.

Jonathan Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of his advisory work, he serves as Vice President of J&G Associates, Inc., an independent insurance agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Timothy Mcparland is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2008 and previously worked at Union Financial, Inc. from 2021 to 2023. Outside of his advisory role, he is engaged in fixed insurance brokerage, specializing in life, disability, group, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with advisory arrangements that include both direct advisory roles and promoter referral services.

Paul Tuomey is a Series 66-registered financial advisor with eight years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Signature Premier Properties and served nine years with the National Basketball Association. Outside of his advisory role, Tuomey officiates college basketball games during non-market hours. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to offer investment recommendations and annual account reviews without discretionary trading authority.

Michael Beloff is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at LPL Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. He serves as a member of the American Funds ABLE Advisory Council. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture platform supporting both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Anthony Adamo is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and it operates with large institutional scale including roles as a swap dealer and futures commission merchant.

Peter Anastasian is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at LPL Financial LLC, Purshe Kaplan Sterling Investments, CJM Wealth Management LLC, and H. Beck, Inc. Outside of advisory work, he is a passive partner in a vitamin IV drip franchise and a member of The Anastasian Family Foundation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based strategies that combine passive and active management, supported by an internal Investment Committee and a broad network of advisors.

Timothy Drinkall is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Essentia Analytics, Dauntless Management, Clear Harbor Asset Management LLC, and Morgan Stanley. He also serves as an adjunct professor at Fairfield University, teaching Principles of Investing. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment products, offering both discretionary and non-discretionary management programs.

John Buffa is a financial advisor with Hightower Advisors in White Plains, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at Hightower Advisors since 2017 and previously spent nearly a decade at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, serving clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Raymond Leyden is a Series 63-licensed financial advisor with 10 years of industry experience. He is currently with Primerica Advisors and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and New York Life Insurance Company. Leyden also serves as a board member for Lansdowne Yonkers. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and investment programs utilizing proprietary and third-party strategies.

Michael Radovich is a financial advisor with Primerica Advisors, holding the CFP® and ChFC® designations and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He serves as a board member of the Youthful Savings Foundation, an organization promoting entrepreneurship and business education for middle and high school students. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised funds.

Jason Horowitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Nomura Securities International, Nomura Holding America, and RBC Capital Markets. He is based in New York, NY. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Yoshiki Hirabayashi is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2011, including roles at Citibank, N.A. and Citigroup Global Markets. 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 and maintains significant institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.

Anthony Dipietro is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Voya Financial Advisors since 2016. Outside of his advisory role, he is an active community member serving in various municipal leadership roles in Galloway Township and contributes as an author on responsible money management. Additionally, he is involved with local organizations including a Catholic school advisory board and a New Jersey surfing club. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm primarily provides non-discretionary investment recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Peter Mc Kenna is a financial advisor with Janney Montgomery Scott in Melville, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Eagle Strategies (NY Life) for ten years before joining Janney Montgomery Scott. Outside of his advisory role, he coaches youth baseball for East Meadow Little League. 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 with brokerage, financial planning, and advisory services, utilizing a mix of in-house and third-party portfolio management across multiple programs.

David Herrington is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, Merrill Lynch, and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Andrew Leven is a CFP® with 22 years of industry experience, currently affiliated with Primerica Advisors and operating through Park Avenue Securities and Guardian Life Insurance Company. He has held roles at Park Avenue Securities since 2005 and Guardian Life Insurance since 2005. Outside of his advisory work, he helps coordinate community services for the Greenknolls Greenvale Community Association and is involved with Retirement Strategy Calculator LLC, an application focused on cash flow analysis. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Dominick Citera is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Melville, NY, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equity Services and National Life Group since 2010. Outside of his advisory work, Citera serves on the board of directors for the Mercedes-Benz Club of America, a car club that organizes shows and events. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.