Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with multiple firms, including Thomas Elliott & Company and Allegiant Divorce Solutions. Russo is a certified divorce financial analyst and operates her own advisory business, Susan Russo Financial, where she assists clients with financial planning related to divorce. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory through a variety of strategies and affiliated investment adviser representatives.

Guozhen Zhao is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at HSBC Bank USA NA, HSBC Securities USA Inc., Noble Fertility Center, and Prudential affiliate firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc. in Melville, NY, holding a Series 66 designation and four years of industry experience. His work history includes roles at Voya Financial Advisors and as an independent insurance agent selling fixed insurance products. He also manages administrative support activities under a related business entity. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and brokerage and insurance product distribution, with advisory services provided primarily on a non-discretionary basis.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

Robert Seipp is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2015. In addition to his advisory work, he teaches high school math at the Wappingers Central School District. 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 manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs that include traditional and more active investment strategies.

Maria Carmen Abustan is a financial advisor at CWM, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mitlin Financial, Angulo Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. In addition to her advisory role, she is also an insurance agent involved in life insurance sales. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary model portfolio approach supported by an in-house Investment Committee and various customization tools.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at VOYA since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. Outside of his advisory role, he operates 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 adviser-led and manager-driven investment programs, combining both discretionary and non-discretionary services alongside an active broker-dealer distribution model.

Anthony Romeo is a financial professional with 34 years of industry experience, currently affiliated with GWN Securities Inc. since 1995. He also holds a position at CGAA Inc., where he provides financial and insurance services including life, health, long-term care, and annuities. His credentials include Series 63 and Series 65 licenses. GWN Securities offers investment advisory and related services to individual and corporate clients, utilizing a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within certain legacy programs.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. Janney Montgomery Scott LLC 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, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2014. 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 unique market roles, including operations as a swap dealer and futures commission merchant.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Chunlong Yang is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Altera Digital Health and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. She has been with Bankers Life since 2015, serving as both an advisor and a unit field trainer responsible for recruiting and training insurance agents. In this role, she focuses on insurance products including life insurance, Medicare supplements, and long-term care. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Carlo Ritaccio is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life since 2024. Outside of his advisory role, he operated Enzo's Pizzeria from 2023 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage, financial planning, and retirement plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a combination of proprietary and third-party investment programs.

Charlie Tarazona is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Voya Financial Advisors since 2021 and previously held positions at Broadridge/Solomon Page, Columbus Delivery, SUNY Oswego, and Centerplate. Tarazona is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution using both proprietary and third-party strategies.

Jorgo Celo is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Chase Bank and HSBC Bank USA National Association. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary approaches, serving large-scale and complex client needs.

Robert Vilbig is a financial advisor with Citizens Securities, Inc. based in Garden City, NY. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities, and New York Life Insurance Co. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Thomas Wenthen Jr. is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Noble Wealth Advisors, LPL Financial, and Prospect Financial Services LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.