Philip Scott is a Series 63 licensed financial advisor with 12 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2015 and 2024, respectively. His other business activities include soliciting the sale of insurance products not offered by Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Pasquale Capone is a financial advisor at &PARTNERS with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and previously worked at Wells Fargo Clearing for nine years. Outside of his advisory role, he serves as a trustee for his brother-in-law. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutional clients, and retirement plans. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.

Edward Magett is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds a Series 63 credential and has been with GWN Securities since 2015. In addition to his advisory role, Magett is also an independent insurance agent offering life insurance and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs both affiliated and unaffiliated sub-advisers and emphasizes tactical strategies including market-timing and momentum-based approaches in some legacy programs.

Matthew Wade is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Hugo Real is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank since 2016. Outside of his advisory role, he is an owner of a rental property in New York. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

Stephen Dellibovi is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has four years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance, and Northwestern Mutual. He is also an owner of SHELTS LLC and serves on the board of directors for the nonprofit organization The Noia Project Inc. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led management and model-based strategies, along with access to proprietary and third-party investment solutions.

Sherry Cesare is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Cesare has worked at VOYA since 2014 and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise advisory and broker‑dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations supported by both in-house and external strategists, offering a range of financial planning, portfolio management, and retirement advisory services through a large network of advisors.

Michael Guiliano is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with The Ayco Company LP since 2014 and is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.

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.

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.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

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.

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at Rosemark Advisors for four years and has experience outside the financial industry, including roles at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and advisory programs across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services and maintains custody of client assets while operating broker-dealer and advisory businesses.

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.