Hai Xia Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2014. 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 specialized market roles, including in-house research and derivatives services.

Thomas Avitabile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes a four-year tenure at HSBC Bank USA. He is also engaged in outside insurance activities unrelated to Guardian, dedicating part of his time to this work. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Stephen Dellibovi is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual and Guardian Life Insurance Company. He serves on the board of The Noia Project Inc., a nonprofit organization. Park Avenue Securities provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using both proprietary and third-party model portfolios.

Otto Tannure is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Transamerica Financial Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through various advice programs, focusing on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.

Sherry Cesare is a financial advisor at VOYA Financial Advisors, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with VOYA since 2014. Outside of her advisory role, she works as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, supported by both discretionary and non-discretionary asset management options.

Michael Guiliano is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with The Ayco Company LP since 2014 and is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Robert Guldner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he is co-owner of Pepper Co, LLC, a consulting and online sales business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise 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 investment advisory, financial planning, and managed account services delivered through both proprietary Steward Partners solutions and third-party managers.

Joseph Fusaro is a financial advisor with Oppenheimer in Melville, NY, holding a Series 66 credential and 13 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, Fusaro owns and manages a construction contracting business and is involved in investment-related activities through an LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm utilizes strategic and tactical asset allocation and a variety of investment vehicles, with client objectives documented and accounts periodically reviewed.

Jerry Mackey Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 roles in the market, including functions as a swap dealer and futures commission merchant.

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.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various 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.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2017 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of finance, she is an author involved in creative writing and also sells clothing and accessories through the Poshmark app. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Spuhler is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with various Ameritas affiliates, including Ameritas Life Insurance Corp and Ameritas Investment Corp, since 2013. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, utilizing in-house and third-party managed portfolios and integrates with related Ameritas affiliates to support diverse client needs.

Jason Reis is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Prior to joining Principal in 2025, he worked at Long Island Financial Group Inc from 2011 to 2025. 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, estates, 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 with Focus Partners Wealth, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at The Colony Group, Buckingham Strategic Wealth, Royal Alliance, and Lighthouse Financial Network. Outside of finance, he coaches and instructs youth baseball. Focus Partners Wealth serves a wide range of clients including individuals, families, corporations, and institutions, offering investment management, financial counseling, and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach leveraging fundamental and quantitative analysis, with access to a broad network of affiliated service companies and product relationships.

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. He holds Series 65 and Series 66 licenses and has been with Oppenheimer & Co since 2006. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including both discretionary and non-discretionary portfolio management. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation across multiple asset classes.

Lawrence Cohen is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he is involved with Ash Brokerage, selling outside carriers’ insurance products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Jermaine Matthews is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Infinex Investments, Inc. since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a significant non-discretionary asset base and unique service and distribution arrangements.