Eric Beiley is a financial advisor at Steward Partners Investment Advisory, LLC with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple Steward Partners entities and Raymond James Financial Services over the past decade. Beyond his advisory role, he serves as a member of the Greenwich, CT Representative Town Meeting and is on the investment committee for Greenwich Reform Synagogue. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, planning, and managed account services with a focus on both proprietary and third-party portfolio management solutions.

Evan Whaley is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2008. Whaley serves as co-trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management tailored to client objectives.

Paul Tramontozzi is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Stratos Wealth Partners, Ltd in Tarrytown, NY. His prior experience includes roles at KBK Wealth Management, LLC and Commonwealth Financial Network. He has served as a registered representative of LPL Financial, LLC alongside his advisory work. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutions, and offers a variety of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

Catherine Demartino is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021. She serves as Vice President of the Rotary Club of Rye. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.

Dana Deluca is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Steward Partners in 2025, Dana worked at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC from 2014 to 2025. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, providing both discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Jeffrey Perlmutter is a financial advisor at Hightower Advisors with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Mass Mutual Insurance Co., Altium Wealth Management, Park Avenue Securities Investors, and Guardian Life Insurance Company of America. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager approach with both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and access to pooled investment vehicles.

Lisa McGrath is a financial advisor at TIAA-CREF with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1991. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Lily Kanjiram is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked with GWFS Equities, Inc. since 2022 and with Prudential Investment Management Services and Prudential Insurance Company of America since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Jayson Tenorio is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has been with Citigroup Global Markets since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he works part-time in retail sales and assists with senior healthcare activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Kyle Alexander is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he works as a weekend bartender at the Larchmont Yacht Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and execution capabilities, combining large institutional scale with specialized market roles.

Anthony Domino Jr. is a ChFC®-designated financial advisor with Primerica Advisors, based in Rye Brook, NY, and has 41 years of industry experience. He has worked with Primerica Advisors since 1999 and has been associated with The Guardian Life Insurance Company of America since 1985. Domino serves as a board member of The American College and is involved in marketing genomic cancer profiling through Wamberg Genomic Advisors. Primerica Advisors operates under Park Avenue Securities LLC, serving a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Joseph Priore is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Morgan Stanley and Northwestern Mutual Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Dawn Zerillo is a financial advisor at Hightower Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and provides accounting assistance to a real estate investment firm through DDI Equities LLC outside of her advisory role. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles. The firm serves a diverse client base that includes pension plans, charitable organizations, corporations, and financial institutions, and is noted for managing cross-border exposures and institutional mandates.

Daniel Goggin III is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup. He is a Social Events Committee board member of the New York Athletic Club, assisting in planning events for club members. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations through a broad range of advisory and brokerage services, including discretionary and non-discretionary portfolio management and retirement consulting. The firm maintains custody of client assets while operating both broker-dealer and advisory businesses.

Josemary Gutierrez is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Citigroup in 2025, she worked at JP Morgan Securities, LLC and JPMorgan Chase Bank, N.A., and also has experience at Borough of Manhattan Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Joseph Viggiani is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at SCOTTRADE, Inc. from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolios and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement planning advice.

Derrick La Branche Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Columbia Management Investment Advisors and Eaton Vance. He is based in Stamford, CT. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kevin Curry is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. His career includes roles at New York Life Insurance Company, NYLife Securities Inc., and Eagle Strategies Corp. He was also involved with My Girls LLC from 2013 to 2019. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Rohit Madan is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the CFP® and ChFC® designations and Series 63 and 66 licenses. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company. 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 tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Ling Yan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Independent Financial Group, Yan worked at LuminPath Planning, Transamerica Financial Advisors, Inc, World Financial Group, Inc., and Worldquant, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, utilizing both active and passive investment strategies tailored to client risk profiles.