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 Deo is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 25 years of industry experience. Deo has been with VOYA Financial Advisors since 2014 and also maintains a role with Anthony Izzo & Associates since 2012. He serves on the Long Island University/C W Post Campus Alumni Board of Directors. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs featuring a mix of model portfolios and manager-driven sleeves, with a focus on both non-discretionary and discretionary investment approaches.

Chitman Uppal is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently an advisor at Voya Financial Advisors, Inc., where he has worked since 2023. Prior to joining Voya, he held various roles across multiple firms including FIN2, LLC, DriveLoyalty, LLC, and Sun Life Financial. Additionally, he is an author of the book *Rich Grandpa, Rich*, working with a publisher and editor. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and third-party money manager access, delivering advice primarily on a non-discretionary basis through model portfolios, affiliated strategies, and third-party strategists.

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.

Peter Mc Evoy is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at BlackRock Investments and Deutsche Bank Trust Company Americas, as well as Fiduciary Trust Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Keith Wong is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. 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 combines large institutional scale with specialized market roles and arrangements.

Jonathan De Varso is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets combines institutional scale with specialized market roles, including in-house research and derivatives services, supporting complex and large-scale advisory solutions.

Margaret Blisard is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2003. Janney Montgomery Scott LLC is a large 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, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Anthony Apicella is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has worked at Citigroup Global Markets since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supporting large-scale institutional clients alongside high-net-worth individuals.

Paul Michaluk is a financial advisor with Commonwealth Financial Network in Jericho, NY, holding a Series 66 designation and 21 years of industry experience. Prior to joining Commonwealth in 2024, he worked at Securities America Advisors and Securities America Inc for eight years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Zhuojie Liu is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup Global Markets since 2015. Liu also has experience with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is the sole owner of Aaron & Emma LLC, a business engaged in real estate rental activities. 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 through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Thomas Cohen is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, Cohen serves as president of the Chest & Foundation of the Fur Industry of the City of New York, a charitable organization supporting retired and disabled fur industry workers and their families. 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, offering brokerage services, financial planning, consulting, and various advisory programs with a combination of in-house and third-party portfolio management.

Brannigan Judge is a financial advisor at VOYA Financial Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at firms including Pinnacle Investments, LLC and TIAA-CREF. Outside of advisory work, he is co-owner of Decisional Tax Services, LLC, which offers tax preparation services, and holds roles as an independent insurance agent and Medicare Advantage sales agent. VOYA Financial Advisors, Inc. provides advisory, brokerage, financial planning, and retirement services to individuals, charitable organizations, corporations, and plan sponsors. The firm delivers investment guidance through a combination of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary programs.

Hau Ling Cheng is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2014 and holds Series 63 and Series 66 designations. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

James Cavanaugh is a financial advisor with GWN Securities Inc. in Rockville Centre, NY, holding a Series 63 designation and 11 years of industry experience. He has been with GWN Securities since 2015 and is also associated with ABMM Financial. Outside of his advisory role, he serves as managing member of Health Strategies, LLC, where he assists small business owners with health insurance decisions. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs both affiliated and unaffiliated sub-advisers, using asset allocation and Modern Portfolio Theory, and is known for incorporating market-timing and momentum-based strategies in several legacy programs.

Adam Kaufman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. He has been with Guardian Life and its affiliates since 2010. In addition to his advisory work, Kaufman serves as co-treasurer on the board of the Crystal Brook Park Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Anthony Manougian is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Oppenheimer since 2012. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.