Hugo Real is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank since 2016. Outside of his advisory role, he is an owner of a rental property in New York. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

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.

Ross Beck is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and concurrent roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Beck has been involved in various sports organizations, including USA Hockey and the United States Hockey League. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

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.

Matthew Brady is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, possessing 13 years of industry experience. He has been with Guardian Life since 2012 and joined Park Avenue Securities in 2022. Outside of his advisory role, Brady serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC operates as a broker-dealer and SEC-registered investment adviser under Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of brokerage, financial planning, retirement consulting, and advisory services through proprietary and third-party platforms.

Sherry Cesare is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with VOYA since 2014. Outside of her advisory role, she operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through various program structures that emphasize non-discretionary, recommendation-based advice.

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 at Oppenheimer with 13 years of industry experience. He has been with Oppenheimer since 2014 and previously worked at Merrill for one year. Outside of his advisory role, Mr. Fusaro owns and manages a construction contracting business and an investment property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

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) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Thomas Spuhler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Blair Insurance Agency LLC, Ameritas Investment Corp, and Independent Financial Solutions. Ameritas Advisory Services, LLC provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by its Investment Committee and third-party partners.

Jason Reis is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Long Island Financial Group Inc for 14 years. Outside of his advisory role, he owns an accounting business that provides tax preparation and bookkeeping services. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services focus on financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Daniel Jagiello is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Royal Alliance. Outside of finance, he coaches and instructs youth baseball. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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 and holds Series 65 and Series 66 licenses. He has been with Oppenheimer & Co since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services that include strategic asset allocation, manager selection, and customized consulting and retirement solutions delivered on both discretionary and non-discretionary bases.