Nicholas Tedesco is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with HSBC Securities (USA) Inc. since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, in addition to his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a structured investment process combining strategic and tactical asset allocation with due diligence from affiliated providers, serving clients with personalized investment adviser representatives.

Steven Brett is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Marcum Wealth, Valmark Securities, and Raymond James Financial Services. Outside of advisory work, he serves as a trustee for a family trust and is a general partner and investor in a franchised health and beauty retail corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Daniel Spagnolo is a financial advisor at Kestra Advisory with 25 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors and American Portfolios Financial Services. Outside of advising, he is involved with the Crohn's & Colitis Foundation as a fundraising member and operates an insurance brokerage focusing on life, disability, health, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that range from large institutional investors to sovereign wealth funds.

Alaina Spilkevitz is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citi since 2012. 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 with oversight committees to select and monitor managers, and maintains unique market roles including in-house research and functioning as a swap dealer and futures commission merchant.

Paul Lacava is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with New York Life Insurance Company and affiliated firms since 1991 and operates under DBAs Wealth Conservation Group, Inc. and Benefits Plus Financial Services, Inc., both focused on selling New York Life products and brokering non-registered insurance products. Outside of financial services, he is involved as an owner of a company engaged in automobile engine research and development. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Catherine Mcdonald is a financial advisor with Lincoln Investment in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. She has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she serves as President and board member of the Dapper Mcdonald Charitable Foundation, which raises awareness and funds for ALS. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering both advisor-managed and firm-managed model portfolios alongside various investment programs.

Jennette Brilliant is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously at AJ Wealth and Silver Point Capital LP. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Vanness Liu is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation. He has been with TD Private Client Wealth and TD Bank since 2023. Liu has work experience outside the financial industry, including roles at City Ice Pavilion and World Ice Arena, as well as involvement with the Chinese-American Planning Council. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Stephen Ward is a financial advisor with Empower Advisory Group in Bronxville, NY, holding Series 66, Series 63, and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at GWFS Equities, Inc. and Mutual Of America Securities Corporation. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Richard Bellofatto is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including 16 years at Park Avenue Securities and 9 years at Guardian Life. In addition to his advisory role, he works as a licensed real estate salesperson and serves as a consultant for Intuitive Cloud. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Davin Sessa is a financial advisor with Guardian Life and holds a Series 63 designation. He has 15 years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is a martial arts coach, a published author linking martial arts and personal finance, and serves on the Yorktown Chamber of Commerce board as well as acting as treasurer for Hudson Valley Christian Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

John James Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley and Kineo Capital 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and placement services through a consolidated investment platform.

Yong Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012 and also serves as president of Elite Eagle Inc., a non-investment-related business. Additionally, he is involved with Finger Lakes LLC, a hotel partnership. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Robert Testa is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes 17 years at National Planning Corporation and nine years at both Commonwealth Financial Network and Paris International Corporation. Outside of his advisory work, he serves as a basketball evaluator for the East Coast Basketball Conference. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a comprehensive adviser platform that includes managed account programs, third-party asset manager access, and custody services, offering various investment options and back-office support.

Joseph Pigot is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2020, and previously worked at GWFS Equities, Inc. from 2014 to 2020. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

R Dunuwila is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2020 and previously spent 16 years at Lincoln Investment Planning, Inc. He is involved as a volunteer translator for Shakti Village Empowerment. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice mainly through non-discretionary, recommendation-based programs.

Joseph Femia is a financial advisor with NewEdge Advisors in White Plains, NY. He holds a Series 63 designation and has 13 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC and Mass Mutual Life Insurance Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, employing multiple program structures and technology tools to support advisor and client needs.

Daniel Zhao is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2013. Citigroup Global Markets Inc. serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive in-house research and operates in various market roles, including as a swap dealer and futures commission merchant.

John Kortze IV is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Advisors. Kortze serves as treasurer for the Newtown Volunteer Ambulance in Newtown, CT. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Matthew Jorgensen is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, First Republic Investment Management, HQ Digital LLC, and Summit Financial Resources. 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 both discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.