Brian Batter is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Financial Group and Valle Incorporated. Outside of finance, he is a freelance bio writer conducting interviews and author reviews related to athletics and personal training. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios alongside access to third-party managers, with discretionary and non-discretionary program options.

Erik Mathieson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with Steward Partners and its related entities since 2014 and worked previously with Raymond James Financial Services. Mathieson also acts as an insurance agent for Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory, planning, and managed account services.

Helen Chambers is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 63 designation and has 43 years of industry experience. Chambers has been with VOYA Financial Advisors since 2014. She is also active as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a large network of representatives. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products with a combination of in-house and outside strategists.

Nicholas Alfino is a CFP® and holds a Series 66 license, with 12 years of experience in financial services. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities for the past 10 years. Outside of his advisory role, he serves as president of the GAIN IBO Networking Group, focusing on maintaining and growing the organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based investment strategies, alongside access to proprietary programs, third-party solutions, and integrated financial planning services.

Thomas Scala is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 37 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 wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including proprietary research and arrangements as a swap dealer and futures commission merchant.

Sebastian Maruca is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY. He holds a Series 63 designation and has 29 years of industry experience. Maruca has been with Equity Services, Inc. and National Life since 2016. He serves as a board member for the Hicksville Chamber of Commerce. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and combining long-term strategies with options for shorter-term trading.

Kiana Hunter is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. Her prior work includes roles in financial services and retail, as well as a position at the Career Resource Center at the UB School of Management. Janney Montgomery Scott is a large 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, corporations, retirement plans, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Joel Moskowitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 15 years of industry experience. He has been with Guardian Life since 2012 and with Park Avenue Securities since 2016. Outside of his advisory roles, he holds a minority ownership in RAG RFSNY LLC, a corporation related to disability insurance trail payments. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm blends advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Zhuobei Deng is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and security-pricing functions, as well as specialized roles such as a security-based swap dealer and futures commission merchant.

Tracy Gravius is a CFP® professional with 15 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller & Co, where she has worked since 2019. Her prior experience includes positions at BNY Mellon, J.P. Morgan Securities, and Union Savings Bank. Outside of her advisory role, she is involved as a distributor and educator of essential oils with Young Living Essential Oils. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and integrates various investment solutions through its Rockefeller Global Investment Management platform.

Meiyue Jin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup, Jin worked at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Adrienne Cavallaro is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding a Series 63 designation and bringing 16 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she serves as the President of the Board for The Seton Foundation, which supports academic initiatives at Seton Catholic School. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a broad range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Steven Mondolino is a CFP® professional with 12 years of experience in the financial advisory industry. He has worked with Wealth Enhancement Advisory Services, LLC and affiliated firms since 2016, following brief tenures at Focus Partners Wealth, LLC and HHG & Company, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers. The firm serves individuals, high-net-worth clients, corporations, and retirement plans, using a diversified investment approach that blends passive and active management overseen by an internal Investment Committee.

Joseph Barbagallo is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential, National Life Group, and Equity Services, Inc. Outside of his advisory work, he serves as Second Deputy Chief of the New Hyde Park Fire Department. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Evan Steinlauf is a Series 66-credentialed financial advisor at Citigroup Global Markets with 26 years of industry experience. He has worked extensively with J.P. Morgan entities from 2004 to 2025 before joining Citi Wealth Management in 2025. 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 using both discretionary and non-discretionary programs, and maintains in-house research and pricing capabilities alongside its unique market roles.

Francis Becker II is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. He is also the owner of Frank J Becker Inc., an agency selling life, LTC, and annuities products. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office support, including investment management, trading, technology, and compliance services.

John Macri is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Corient, where he has worked since 2023, following eight years at La Ferla Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

William Puvogel is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Christina Koehler is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 11 years of industry experience, including work with LPL Financial since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm employs a fiduciary-based model and utilizes multiple strategies and technology platforms to deliver customized investment solutions.