Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and various advisory programs.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Thomas Spuhler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked with various Ameritas entities since 2013, including Ameritas Life Insurance Corp and Ameritas Investment Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and integrates multiple custodial platforms to support portfolio construction and monitoring.

Jason Reis is a financial advisor with Principal Financial Services and holds Series 63, 65, and 66 licenses. He has 15 years of industry experience, including 14 years at Long Island Financial Group Inc. Outside of his advisory role, he owns an accounting business providing tax preparation and bookkeeping services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Jagiello is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Royal Alliance. Outside of finance, he coaches and instructs youth baseball. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mark Zias is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Zias also engages in independent insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Daniel Tacktill is a financial advisor at Oppenheimer with 21 years of industry experience and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.

Lawrence Cohen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014 and also engages in selling insurance products through Ash Brokerage. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs including both proprietary and third-party models.

Jermaine Matthews is a financial advisor with OSAIC Institutions, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

Anthony Mammano is a financial advisor at Guardian Life and holds a Series 66 designation. He has prior experience at Cbiz Marks Paneth and Mercy University. He has worked with Park Avenue Securities since 2026. 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 with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Qian Li is a financial advisor with Guardian Life and holds Series 66 and Series 63 designations, having six years of industry experience. Li’s prior work includes roles at Park Avenue Securities, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory activities, Li is involved with East and Ocean Life as a broker. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Peter Bournias is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

John Falco is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 26 years of industry experience. He has been with Equity Services since 2015. In addition to his advisory role, he owns and operates an insurance brokerage focused on life, health, disability, and long-term care insurance sales. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Dylan Squeo is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets Inc., City National Rochdale, and Northwestern Mutual Wealth Management Company. His current role began in 2026 with TIAA-CREF. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolios and customized portfolio management under a fiduciary standard.

Veronica Magnotta is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VALIC Financial Advisors since 2012 and at Agia since 2022. Outside of her advisory role, she has worked as a substitute teacher providing classroom coverage and instructional support. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed account programs through a large network of advisors, utilizing Envestnet’s platform and third-party model managers.

Manuel Gomez is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at various HSBC entities from 2006 to 2022 before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and diverse market roles.

Michael Borrelli is a Series 66-licensed financial advisor with Principal Financial Services, with 17 years of industry experience. He has been with Principal Securities and Principal Life Insurance Company since 2010. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Weinstein is a financial advisor at Oppenheimer with 33 years of industry experience, including 21 years at his current firm. He holds the Series 63 and Series 65 designations. Outside of his advisory work, he is the author and photographer of the book *Ten Times Chai: 180 Orthodox Synagogues of New York City*, and he also participates as an individual artist in art competitions and festivals. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory programs and manages both discretionary and non-discretionary accounts, covering equity, balanced, and fixed-income portfolios with an emphasis on strategic asset allocation and manager selection.

Eric Baumbach is a financial advisor with Eagle Strategies at New York Life, holding the ChFC® designation and Series 63 and 66 licenses, and has 28 years of industry experience. He has worked at Eagle Strategies since 2004 and has been involved with affiliated entities such as Treebrook Financial Group and Lippencott Financial Group. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with the majority of its assets managed on a non-discretionary basis.

Christine Wolferman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Citi since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing both discretionary and non-discretionary investment solutions.