Hope Streeter is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and seven years of industry experience. She has worked at Eagle Strategies LLC since 2022 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2021. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with both retail and institutional clients within the New York Life affiliate structure.

Peter Vitale is a financial advisor at Guardian Life with 28 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Park Avenue Securities, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, Vitale is also active as an insurance broker for products other than those offered by Guardian Life. Guardian Life’s Park Avenue Wealth Management provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary and model-based investment strategies supported by proprietary programs and third-party platforms, offering tailored client solutions including financial planning and group education.

Christopher Belich is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He serves as a co-trustee for a family trust. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of program types from client-directed to fully discretionary strategies. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and conducts ongoing fund due diligence through affiliated providers.

Marc Fine is a financial advisor at Oppenheimer in New York, NY, with 36 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of the Julianna Fine Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Steven Sklaver is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Schwab Wealth Advisory, Inc. He has 15 years of industry experience, including roles at Charles Schwab & Co., Charles Schwab Bank, USAA Financial Planning Services, and Guardian Life Insurance. He serves as a committee member for Red Bank RiverCenter, a nonprofit organization focused on local community projects. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected referrals. The firm uses Charles Schwab & Co.’s standard asset-allocation models and internal research to offer tailored recommendations and typically utilizes separately managed accounts managed by third parties.

Mariah Clark is a CFP® professional with 21 years of industry experience. She currently serves at Cerity Partners LLC and previously worked at Graypoint LLC and Bender Lane Advisory. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Abigail Morgan is a financial advisor at Citigroup Global Markets with a Series 66 designation and less than one year of industry experience. Her previous roles include positions at Boston College and Hathaway Brown School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains a unique combination of large institutional scale with specialized market roles and arrangements.

Sebastian Franks is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His work history includes roles at University Partners, Greystar Real Estate Partners, and Fairfield Integrated Systems. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Simon Weinstock is a financial advisor at Hornor, Townsend & Kent, LLC, with two years of industry experience. He holds Series 65 and Series 63 licenses and has been involved with Penn Mutual and his own insurance businesses, including Gedid Financial Alliance, where he recruits and manages financial professionals. Additionally, he serves as a court-appointed guardian for two adults, handling their personal care and financial affairs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and FINRA member broker-dealer, providing custody, execution, brokerage services, and access to third-party asset managers.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Francine Olk is a financial advisor with Private Advisor Group, LLC in Brooklyn, NY, holding a Series 63 designation and over 28 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2013, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms.

Daniel Brown is a financial advisor at Transamerica Financial Advisors with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Edward Jones and HSBC Securities (USA) Inc. In addition to his advisory role, he operates Anaj Enterprises Inc, providing tax preparation and accounting services. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker‑dealer services, utilizing proprietary and third‑party model portfolios with discretionary and non‑discretionary options.

Matthew Mcguirk is a financial advisor at Oppenheimer with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2020, he worked at Morgan Stanley Private Bank from 2016 to 2020. 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 advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

David Garner is a financial advisor at Oppenheimer with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Centaurus Financial, Inc., Wamu Investments, Inc., and Fidelity. Outside of his advisory work, he serves as president of his community's homeowners association board, participating in decision-making and occasional manual labor. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Robert Heegel is a ChFC® and Series 63 designated advisor with 13 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held roles at NYLife Securities LLC and New York Life Insurance Company since 2012. Outside of finance, Heegel is involved in the performing arts as a performer, producer, and director for several theater companies, and he owns and operates The Lucky Crumb, a small baking business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied programs tailored to client goals and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sebastien Ferjule is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Astoria Finance, Crystal Finance, BNP Paribas, and IAE Lyon. Outside of his advisory work, he is involved with SAS Suprem, an investment-related business based in Lyon, France. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through a combination of discretionary management, model-based strategies, and a range of proprietary and third-party advisory solutions.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Shelly Stone is a Series 63-licensed financial advisor with Cerity Partners LLC, based in New York, NY. She has 27 years of industry experience, including 25 years at Ayco/Goldman Sachs and most recently roles at Graypoint LLC and CP Client Solutions LLC. She serves as an independent co-trustee and committee member for multiple private trusts. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Robert Ellis Jr. is a CFA® charterholder and holds a Series 66 license, with eight years of experience in the financial services industry. He is currently with Corient in New York, where he has worked since 2022, following prior roles at Kore Private Wealth, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.