Songqun Florence is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the ChFC® designation and Series 63 license. She has 11 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a diverse range of clients through various program types.

Maria Bekas is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has four years of industry experience and previously owned Greek Taverna LLC and Face Organics LLC. Bekas also operates Positive Wealth Strategies LLC, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively within an integrated New York Life affiliate structure.

Nicholas Lotrecchiano is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citigroup since 2022 and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Willis Towers Watson, the Regional YMCA of Western CT, and Bryant University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale, including in-house research and unique market roles such as security-based swap dealing and futures commission merchant activities.

Jeffrey Wertheim is a CFA® charterholder with 15 years of industry experience, currently affiliated with Primerica Advisors in Larchmont, NY. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Wertheim also operates as an independent agent selling insurance-based products outside of Guardian. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Peter Lenane is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with a variety of investment strategies, and acts as a qualified custodian for client assets.

Joseph Rivara is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrently worked with The Guardian Life Insurance Company since 1995. Rivara is also involved in insurance sales beyond Guardian products. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment strategies and platforms.

Steven Buczek is a financial advisor with TD Private Client Wealth LLC in White Plains, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at TD Bank N.A., Guardian Life Insurance, Park Avenue Securities, and New York Life. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a mix of strategic and tactical asset allocation through affiliated and third-party sub-managers and provides ongoing portfolio management, financial planning support, and custody services.

Damian Petta is a financial advisor with Commonwealth Financial Network in Katonah, NY, holding a Series 66 designation and 28 years of industry experience. He has been associated with Harvestwealth Partners, LLC and Commonwealth Financial Network since 2009. Outside of his advisory role, he plays guitar at local bars and restaurants. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment solutions and model portfolios, supporting advisors who often operate under their own business names while providing advice under Commonwealth’s supervision.

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.

Anthony Becker is a CFP® professional with 34 years of industry experience, currently advising clients at Lincoln Investment since 2010. He operates additional businesses focused on income tax preparation and fixed insurance sales, including life, disability, and health insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an in-house Investment Management & Research team and offers a variety of advisory programs alongside broker-dealer and insurance services.

Evan Whaley is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee for multiple family trusts. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection to construct client solutions, and acts as a qualified custodian for client assets.

Paul Tramontozzi is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at KBK Wealth Management, LLC and Commonwealth Financial Network. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, utilizing an open-architecture platform that supports both advisor-managed and model-based portfolios. The firm emphasizes active monitoring and asset allocation across multiple custodians, offering a range of discretionary and non-discretionary strategies tailored to client goals.

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.

Alexandria Becker is a financial advisor with Lincoln Investment, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2015 and is also involved with A.T. Becker & Associates, Inc., where she provides tax preparation and insurance services as an accountant and certified public accountant. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of managed portfolio programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

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 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Mass Mutual Insurance Company, Park Avenue Securities Investors, and Guardian Life Insurance Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various 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.

Ryan Grealy is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cohen & Steers Capital Management and Cohen & Steers Securities. His activities include involvement in insurance outside of Guardian Life. Primerica Advisors operates within the enterprise category, serving a broad retail client base with various brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs along with financial planning and consulting solutions.

George Siderias is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life since 2011. Outside of his advisory role, he operates a personal development coaching business and is involved in managing a luxury car business and a nutrition supplements company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a variety of advisory programs. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions integrated with proprietary and third-party strategies.

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.