Edward Kelly is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 66 designations. He has 36 years of industry experience, including 16 years with Eagle Strategies and 25 years with New York Life Insurance. Outside of his advisory role, he is involved in brokering insurance products and property and casualty sales. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Scott Kaplan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Westchester Advisory Group. Kaplan serves on advisory councils such as the BlackRock Models Advisory Council and provides consulting for Tristate Capital Private Bank’s client advisory board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Anthony Louca is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Mr. Louca has been with HSBC Bank USA N.A. since 2013. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm utilizes multiple model risk profiles and combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring, serving clients through both discretionary and non-discretionary managed portfolios.

Matthew Sawicki is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 66 license, with four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2020 and previously worked in the Floral Park-Bellerose School District for ten years. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Karandeep Kainth is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citibank and Robert Half prior to joining Citigroup. Kainth is also involved as an assistant in his family’s rental property business in New York. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and manages complex arrangements including derivatives and futures services.

Patrick Oconnell is a financial advisor with Principal Financial Services, holding 36 years of industry experience. He has worked at Princor Financial Services Corporation since 2010 and at Advanced Marketing Corp since 1999. His other business activities include work in insurance products such as fixed life, fixed annuities, long-term care, disability insurance, and property and casualty insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Kevin Manning is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFA® designation and Series 63 license. He has 18 years of industry experience, including prior roles at Entrust Securities LLC and extended tenure at Guardian Life. Manning serves as a trustee on several family trusts. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Kerry Williams is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. Their work history includes roles at Park Avenue Securities and Chase Bank. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering a range of proprietary and third-party investment programs along with financial planning and retirement consulting.

Regis Dillon is a financial advisor at Corient with 15 years of industry experience. He holds the CFP® and CFA® designations, as well as Series 63 and Series 66 licenses. His prior experience includes roles at La Ferla Group LLC and Purshe Kaplan Sterling Investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Todd Bellistri is a ChFC®-designated financial advisor with Kestra Advisory, bringing 33 years of industry experience. He has been with Kestra Advisory and its affiliated entities since 2008. Outside of his advisory role, Bellistri serves as President and CEO of August Benefits, Inc., a consulting and insurance services firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions, serving a broad client base that includes large institutional investors.

Zhiyong Yang is a financial advisor at HSBC Securities (USA) Inc. with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions including Industrial and Commercial Bank of China Financial Services, LLC, and ICBC Standard Securities Inc. Prior to joining HSBC, he spent over a decade at GSME Wealth Management LLC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and discretionary portfolio options. The firm uses a structured investment approach with multiple risk profiles and collaborates with affiliated and third-party providers for advisory, fund selection, and custody services.

Kathryn Buck Cannella is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and over 26 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Louis C. Ciliberti & Associates, Thrivent Advisor Network, Ameriprise Financial Services, and Equitable Advisors. She is also a notary public, providing notarization services on a volunteer basis. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

Roger Goren is a financial advisor with Principal Financial Services and holds 42 years of industry experience. He has been the sole owner of Goren & Goren, Ltd. since 2014, which focuses on life, health, and accident insurance. His background also includes affiliations with Princor Financial Services Corporation and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Angel Quito is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Mirador and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and various investment strategies.

Anthony Croce is a CFP® professional at Hightower Advisors with 12 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Altium Wealth Management and Investmark Advisory Group. Croce also serves as an Infantry Officer and Platoon Leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions with access to both affiliated and third-party managers.

Marc Levin is a financial advisor at Oppenheimer with 11 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer & Co. Inc since 2017. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, National Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include equity, balanced, and fixed-income portfolio management, using both discretionary and non-discretionary approaches.

Philip Scott is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and 12 years of industry experience. His prior work includes roles at Guardian Life Insurance Company. He is also involved in soliciting the sale of insurance products outside of Guardian’s offerings. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Peter Trulli is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 17 years of industry experience. His background includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Private Advisor Group and LPL Financial in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.

Matthew Wade is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.