Jeffrey Kramer is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Wendy Lam is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, swap dealer and futures commission merchant roles, and provides bespoke discretionary solutions for very large client relationships.

Sheryl Rothman is a CFP® and CFA® with eight years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Blue Water Advisor, and Navigare Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jorrell Bland is a CFP® professional with five years of industry experience, currently serving as a financial advisor at CWM, LLC. He previously worked at Mitlin Financial and NYLIFE Securities LLC. Bland is a board member of FPA Next Generation Planner, contributing to the editorial direction of the publication. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement plan solutions.

Allison Henek is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles within Guardian Life and Park Avenue Securities dating back to 2015. Outside of her advisory work, she is employed as a corporate analyst performing administrative data entry for a hospital. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs to individual, corporate, and charitable clients.

Bianca Obrien is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has longstanding affiliations with New York Life Insurance Company and Nylife Securities Inc., where she has worked since the mid-1980s and early 1990s, respectively. Obrien serves on the board of the New Hyde Park Chamber of Commerce and is involved with The American College Alumni Council and The Caigh it Forward Inc., a nonprofit supporting scholarships and community events. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Michaels is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 1999 in various roles. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary services with model portfolios from in-house and third-party managers.

Michael Byrne Jr. is a CFP® professional with six years of industry experience. He has worked at Empower Advisory Group since 2023 and previously held roles at Personal Capital Advisors Corporation, Rockwood Wealth Management, and Pitcairn Trust Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Brooke Blumberg is a financial advisor at Citigroup Global Markets with a Series 66 license and three years of industry experience. Prior to joining Citigroup, Brooke worked at Vanderbilt University for four years and spent nine years in education at Half Hollow Hills High School East and West Hollow Middle School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains sizable institutional capabilities, including in-house research and derivatives services.

Dean Rothman is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities since 2003 and at Guardian Life Insurance Company of America since 2002. Rothman also engages in health insurance activities through a fellow Guardian financial representative. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and provides various financial planning, retirement, and business consulting services.

Daniel Capurso is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2020 and operates Premier Asset Solutions Inc., which sells New York Life products and brokers non-registered insurance products. Capurso also serves as a notary public, providing free notary services to the public. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Ian Heller is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior roles include positions at Heller Wealth Management, Klingman & Associates, Cresset, Altair Advisers, and The Ayco Company, L.P./Mercer Allied. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Matthew Mccabe is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation. Prior to joining Equity Services, he has worked at firms including Eastern Advisory Group, Big Think Capital, and LPL Enterprise. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms, often incorporating third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

Michael O'Sullivan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is a notary public in Suffolk County, New York. Park Avenue Securities serves a wide retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management across various asset types.

Brian Katzman is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously spent 14 years at Heller Wealth Management. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

Andrew Estreich is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Prudential Insurance Company of America, Northwestern Mutual Wealth Management Company, and Ameriprise Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

John Melkun is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Prior to entering finance, he was employed at Audi for two years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Peter Bartone is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 credential and 25 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is also an agent involved in the sales and servicing of life, health, and disability insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.