Steven Wilson is a financial advisor with Primerica Advisors in Rye Brook, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011 and also operates a CPA and CFA practice focused on tax return preparation and consulting. Additionally, he has a teaching role at Fordham University that he has held since 2007. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account-level services including lending solutions and donor-advised funds.

Richard Gallipoli is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, firms where he has worked since 2007. Outside of his advisory role, he teaches a six-hour defensive driving safety course. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Minde Lu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Eagle Strategies since 2012 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Thomas Theodorou is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Transatlantic Reinsurance Company, and DAG Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, with advisory services that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Jason Klager is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with HSBC Securities (USA) Inc. and has held roles there since 2013, also serving as a Bank Officer for HSBC Bank USA, N.A., an affiliate of the firm. Klager’s career includes over a decade of continuous service within the HSBC organization. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, from client-directed to fully discretionary portfolios, and employs a structured investment process that incorporates strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Jonathan Mosenson is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Mosenson is also a licensed independent insurance agent and serves as vice president of J & G Associates and JADG Associates. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment solutions through model portfolios, mutual funds, ETFs, and customized strategies across various discretionary and non-discretionary programs.

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 financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BlackRock Fund Advisors and Eagle Strategies, and he has a background as a basketball official for college contests outside of market hours. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Michael Beloff is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently an advisor at Stratos Wealth Partners, Ltd, having joined in 2024, and has held previous roles at LPL Financial, Mass Mutual Investors Services, METLIFE Securities, Morgan Stanley, and UBS Financial Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets, serving a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture model that integrates multiple third-party platforms and managers, offering discretionary and non-discretionary portfolio management tailored to client goals.

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.

Gianni Dimeglio is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with William Blair, where he has worked since 2021. Prior to this, he spent nine years at TD Bank, N.A. and TD Private Client Wealth LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Peter Anastasian is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at LPL Financial LLC, Purshe Kaplan Sterling Investments, CJM Wealth Management LLC, and H. Beck, Inc. 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 to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Timothy Drinkall is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and six years of industry experience. He previously worked at Essentia Analytics, Dauntless Management, Clear Harbor Asset Management, and Morgan Stanley. He also serves as an adjunct professor at Fairfield University, teaching Principles of Investing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment and retirement services delivered on discretionary and non-discretionary bases, with oversight processes that include asset custody and suitability reviews.

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.

Rui Su is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has been with Citigroup Global Markets since 2011 and holds Series 63 and Series 65 designations. 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 operates with significant institutional scale and market roles, including in-house research and derivatives trading capabilities.

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.