Brian McDermott is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation, manager selection, and a range of investment strategies to meet client objectives, while also acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as investment management, consulting, and retirement planning, using a range of strategies including strategic and tactical asset allocation and manager selection.

Kent Lucken is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a 50% owner of Solvit Capital Partners, LLC, an investment firm focused on private equity, serves on the Board of Directors for the Bastion Institute, a nonprofit organization, and is a member of the International Advisory Board for Equilibrium Global Limited, an international consulting firm. 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 supported by internal standards and oversight committees, combining large institutional scale with unique market roles and commercial arrangements.

Michael Di Marco is a CFP® professional with 10 years of experience in the financial services industry. He has worked at firms including American Express Financial Advisors Inc., IDS Life Insurance Company, and Country Fair Management LLC. Since 2025, he has been affiliated with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of investment advisory programs including discretionary and non-discretionary models from in-house and third-party managers.

Eric Greengold is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including a decade at Voya. Prior to his current role, he worked at Bowlmor for one year. Outside of his advisory work, he has been involved in administrative consulting related to pension actuarial reports and provides front-of-house service at a craft brewery. Voya Financial Advisors serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive financial planning, portfolio management, and plan sponsor consulting through various program structures, with a preference for non-discretionary, recommendation-based advice.

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 63 designation and bringing 13 years of industry experience. He has worked at LPL Financial, LLC and MetLife Securities Inc. Prior to his current role, Obrien has been with Stratos Wealth Partners and LPL Financial since 2017. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a combination of affiliated and third-party sub-advisors.

Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Guardian Life and its affiliates since 2012. Outside of his advisory role, he is involved in insurance activities unrelated to Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party model portfolios.

Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

Eric Goldberg is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with several firms, including Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his role at Ameritas, he is involved with DiPaola Financial Group, where he engages in insurance and financial planning activities. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Marcos Cabral is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of 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.

Brian Ericson is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position since 2014 and carries the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, with a combination of large institutional scale and specialized market roles.

Sean Akins is a financial advisor with TD Private Client Wealth LLC in White Plains, NY, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at TD Bank N.A., Allstate Insurance Co, LPL Financial, and various insurance agencies. Outside of his advisory work, he serves as a girls high school basketball referee for the Capital District Board of Women's Basketball Officials. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Henry Minchin Jr. is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. Prior to joining Citigroup in 2023, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2017 to 2023, as well as at KCG from 2016 to 2017. Outside of his advisory role, he is an investor in a real estate venture. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with roles such as swap dealer and futures commission merchant, providing a broad range of advisory, execution, and custody services.

Joseph Gonzalez is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has held multiple roles within the Ameritas organization since 2013. Outside of his advisory work, he is a senior associate at DiPaola Financial Group, where he is involved in selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of advisory services including fee-based asset management, retirement-plan consulting, and model portfolio management, supported by affiliated investment adviser representatives and third-party sub-advisers.

Stephen Bornet is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at TD Bank N.A., Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Outside of finance, he is the lead guitarist and background vocalist for a rock cover band called Minor Issues. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, combining strategic and tactical asset allocation through both affiliated and third-party managers.

Randy Brickman is a financial advisor with Primerica Advisors, holding a Series 63 designation and 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2015. Outside of advisory work, he serves as president of a BNI referral marketing group. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management through a combination of discretionary and non-discretionary strategies, including mutual funds, ETFs, and alternative investments.

Robert Palmieri is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2019. His prior experience includes roles at R.F.- Fulcrum Group and Untracht Early. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and operational features.

Jeffrey Stern is a Series 66-licensed financial advisor with four years of industry experience, currently with Primerica Advisors. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2021. Outside of his advisory role, Stern serves as treasurer for a consumer energy cooperative and is involved with the New York State Society of CPAs. Park Avenue Securities LLC serves a broad retail client base, including individual investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Eleni Louvaris Barone is a financial advisor at Oppenheimer with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2014. Outside of her advisory role, she is involved with INVISION EVENTS, a non-investment related event company, and acts as a wine guide for Traveling Vineyard, hosting educational wine tasting events. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment vehicles to construct client portfolios, with a notable emphasis on both discretionary and non-discretionary management approaches.

John Joyce is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has 17 years of industry experience, including prior roles at Morgan Stanley and Curve Asset Management. Joyce is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs utilizing proprietary and third-party models.