Michael Ryan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 20 years of industry experience. Prior to joining Voya in 2026, he worked at MBSC Securities Corporation for 14 years and briefly at Ameriprise. VOYA Financial Advisors serves a diverse client base including individuals, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting through various program structures, primarily offering non-discretionary advice.

Kevin Coscarelli is a financial advisor with Lincoln Investment in Tarrytown, NY, holding Series 63 and Series 66 credentials and having four years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Pruco Securities, LLC, and SS&C Technologies. Outside of advisory work, he is involved in insurance brokerage and sales through ownership and partnership roles in firms such as KCMCSC LLC and Total Koverage LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement services, combining in-house and third-party investment strategies overseen by an Investment Management & Research team.

Scott Schneeberger is a CFA® charterholder with 25 years of industry experience. He has worked at Oppenheimer since 2008 and at CIBC since 2006. Schneeberger is based in Darien, CT, and holds a Series 63 license. 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 wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Timothy Smith is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds a Series 66 designation and has prior experience at First Command Insurance Services and the Camuto Group. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and third-party due diligence while operating within the KeyCorp group and collaborating closely with affiliated financial entities.

Sara Bassiouny is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo and J.P. Morgan. Outside of finance, she operates a handmade crafts business called The Fancy Side. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Corinne Menacho is a financial advisor at Rockefeller Financial LLC based in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years and Eachwin Capital for two years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment adviser and registered broker-dealer, providing access to a broad range of investment solutions including alternative investment placement and integrated trust and insurance services.

Alexis Ablezer is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at New York Life since 2016, Eagle Strategies since 2020, and NYLIFE Securities LLC since 2022. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various program types, emphasizing tailored recommendations and non-discretionary asset management.

Michael Kinkel is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at David Lerner Associates for a total of 14 years. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

David Greenberg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at J.P. Morgan Securities for six years. Greenberg serves on the Stamford Hospital Foundation board, acting as a liaison between the hospital and the local community. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

John Krebs is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Carnegie Investment Counsel. Krebs’s background includes time spent at Syracuse University and Gilmour Academy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Timothy Flynn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes notable tenures at LPL Financial and Equitable Advisors. Outside of financial advising, he has consulted in sales and marketing for a renewable energy startup owned by his wife. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, and access to proprietary and third-party managed account solutions. The firm employs various investment strategies and utilizes technology platforms to assist clients in portfolio management and selection.

Julie Permutt is a CFP® professional with 26 years of experience in the financial services industry. She has been with PlanMember Securities Corporation since 2010 and maintains ongoing roles with Calico Family Ventures, LLC and Scarborough Alliance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.

Brian Brennan is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following two years at National Securities Corporation. 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 and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Peter Maino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Guardian Life since 2009 and Park Avenue Securities since 2011. Outside of his advisory work, he occasionally provides consulting services in the chemical sector. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Rong Ling Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. Lin has worked at Citigroup since 2017 and was previously employed at Merrill from 2015 to 2017. 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 through discretionary and non-discretionary programs and operates with significant institutional scale and diverse market roles.

Frank Cifuni is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is president of LCG Tax Services, LLC, and serves as an officer for the charity Valley Cottage Indians Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Michael Herkert is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY. He has four years of industry experience, including prior roles at Kestra Investment Services and Westchester Financial Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Michael Randone is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, including roles at both Citibank and Citigroup Global Markets. Outside of his advisory role, he is a partner at Apollo Visionary Ventures LLC, an investment entity involved in real estate in Florida. 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 supported by internal oversight and combines large institutional scale with unique market roles and commercial arrangements.

Vito Petriello is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allstate Insurance Co and AXA Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party managers.