Meiyue Jin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and Citi Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke solutions for high-net-worth clients.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. 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 combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Adrienne Cavallaro is a financial advisor at VOYA Financial Advisors, Inc. with 16 years of industry experience. She holds a Series 63 designation and has been with VOYA since 2014. Outside of her advisory role, she serves as the Board President of The Seton Foundation, which supports academic initiatives at Seton Catholic School. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and various advisory programs, with a focus on non-discretionary, recommendation-based relationships.

Joseph Barbagallo is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential, National Life Group, and Equity Services, Inc. Outside of his advisory work, he serves as Second Deputy Chief of the New Hyde Park Fire Department. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Evan Steinlauf is a Series 66-credentialed financial advisor at Citigroup Global Markets with 26 years of industry experience. He has worked extensively with J.P. Morgan entities from 2004 to 2025 before joining Citi Wealth Management in 2025. 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 using both discretionary and non-discretionary programs, and maintains in-house research and pricing capabilities alongside its unique market roles.

Francis Becker II is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. He is also the owner of Frank J Becker Inc., an agency selling life, LTC, and annuities products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office support, including investment management, trading, technology, and compliance services.

John Macri is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Corient, where he has worked since 2023, following eight years at La Ferla Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

William Puvogel is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Christina Koehler is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 11 years of industry experience, including work with LPL Financial since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm employs a fiduciary-based model and utilizes multiple strategies and technology platforms to deliver customized investment solutions.

Matthew Foster is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. He has worked previously at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Heather Philip is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior work experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, NA. Outside of finance, she is a yoga instructor with YogaSpace LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating with a private advisor model and an integrated investment platform that includes portfolio management, third-party manager access, and alternative investment placement.

Leon Browne is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 registrations and 12 years of industry experience. He has worked in various roles within New York Life and its affiliates since 2014. Outside of his advisory work, he is a commissioned Notary Public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management, particularly in relationships with institutional sponsors.

Lyndsey Gorham is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and is based in Melville, NY. Gorham has been associated with Wealthspire Advisors LLC (formerly GM Advisory Group) since 2006 in various capacities. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also offers standalone financial planning and consulting services, customizing portfolios to client objectives and employing a strategic asset allocation approach across multiple investment vehicles.

Josip Antolos is a Series 66-registered financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports large-scale, complex market roles and arrangements.

Lawrence Lee is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for nine years. Outside of his advisory work, he serves as a computer technician for a restaurant in Corona, NY. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm offers both advisory and brokerage services with a focus on non-discretionary account management and operates as a limited partnership with many financial professionals as limited partners.

Joseph Fuschillo is a financial advisor at Guardian Life with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Park Avenue Securities, Guardian Life Insurance Company, SA Stone Wealth Management, and other firms over his career. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Gary Lukachinski is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked at Janney since 2017 and previously held roles at Morgan Stanley and Morgan Stanley Private Bank from 2008 to 2017. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Bryant Sheftick is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). He has been with Eagle Strategies since 2019 and has longstanding affiliations with NYLife Securities Inc., New York Life Insurance Co., and Paramount Financial dating back to 2004. Outside of his advisory role, he owns and operates Sheftick & Associates CPA, PLLC, a CPA firm specializing in tax preparation and planning. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, including work with defined contribution and defined benefit plans as well as charitable and corporate clients.

Craig Ferrantino is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 31 years of industry experience and has served in various roles including as president of Craig James Financial Services, LLC since 2018. Outside of his advisory work, Ferrantino is involved with several nonprofit financial education organizations and volunteers as an EMT-Advanced Life Support. United Planners Financial Services is a national wealth-management firm serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Theodore Agrillo III is a financial advisor at CWM, LLC with 33 years of industry experience. He holds a Series 63 designation and has held prior roles at Cetera Wealth Services, Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and LPL Financial. Agrillo also owns Multiplex Planning and is involved with Financial Strategies Group, where he helps develop strategies for high-net-worth clients using charitable and load trusts funded by life insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through a network of over 600 advisors. The firm employs discretionary management using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools to support retirement plans, institutional clients, and platform services.