Pui Wong Eng is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Citigroup Global Markets since 2007. 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, swap dealer activities, and bespoke discretionary solutions for very large clients.

Susan Davis is a CFP® with 11 years of industry experience, currently serving as a financial advisor with Eagle Strategies (NY Life). She has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory role, she serves on the board of the Young Israel of Jamaica Estates synagogue. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm offers multiple advisory programs, focusing primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Vincent Pecoraro is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. Prior to joining Wealthspire in 2023, he held roles at 1st Equity Title and Closing Service, H&J Medical Supplies, Hofstra University, Uncle Giuseppe's Marketplace, and Massapequa High School. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, high-net-worth clients, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Irene Kosik is a financial advisor at Oppenheimer with 38 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2016, she worked at Morgan Stanley from 2010 to 2011. Outside of her advisory role, she has minimal involvement in managing a vacation home rental in the Catskills. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Ana Ludemann is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Ana also has a background that includes experience at Adelphi University. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

John Carbone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and over 22 years of industry experience. He has worked at Private Advisor Group since 2018 and was previously with LPL Financial and National Planning Corporation. Carbone also owns and manages J Carbone & Associates, a tax preparation and accounting business he has operated since 1993. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides a range of managed account solutions and employs a fiduciary-based advisory model that incorporates both direct portfolio management and manager selection using various investment strategies.

Leonard Rappe is a financial advisor at Guardian Life with 29 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career has been primarily with Guardian Life and its affiliated entities since 1996. Outside of his advisory work, he serves as a trustee for the Seymour M. Feinstein Trust. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Eric Rothman is a financial advisor with Guardian Life in Lawrence, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Guardian Life since 2012. Outside of his advisory role, he is the managing director of Rothman Financial Group and owns Rothman Consulting Network Inc., a legal entity used for income and expense purposes. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments.

James Scheidel Jr. is a Series 63 registered financial advisor with 24 years of industry experience. He is currently with Voya Financial Advisors, Inc., where he has worked since 2014, and is also associated with Anthony Izzo & Associates since 2012. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver a range of advisory programs, with a significant focus on client-approved, non-discretionary management approaches.

David Greengold is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 license and bringing 33 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and has been involved with Pension Actuarial Consultants, Inc. since 1987. VOYA Financial Advisors, Inc. is an affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management through a large network of representatives.

Candace Kearney is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. She holds a Series 63 designation and has been with Money Concepts since 2008. Outside of her advisory role, she is a therapeutic riding instructor at Horseability and serves as an officer for the charity Project Thank A Cop. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Joseph Falco III is a financial advisor at Guardian Life with the Series 66 designation and two years of industry experience. He has worked with firms including Park Avenue Securities and Ameriprise Financial Services. Outside of his advisory role, he is involved in an outside insurance business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

Mark Jaffe is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 using internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

Steven D'Andrea is a financial advisor at Ameritas Advisory Services, LLC with 11 years of industry experience. He holds a Series 63 designation and has worked with Ameritas since 2014 in various capacities. In addition to his advisory role, he operates Dipaola Financial, a business involved in life, disability, and annuity insurance sales. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse group of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment solutions, including model portfolios, mutual funds, ETFs, and customized strategies, supported by multiple program platforms and affiliated entities that broaden its service and product offerings.

Anthony Pizzariello is a financial advisor with Principal Financial Services based in Melville, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at T3 Trading Group and Axiom Markets. In addition to advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Leo Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His work history includes positions at Citi, PNC, and Redbull, as well as a background in education at Carnegie Mellon University and secondary schools. 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research, swap dealing, and futures commission merchant activities.

Marc Merber is a Series 63 licensed financial advisor with 33 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2014. Outside of his advisory role, Merber serves as a director on his cooperative board in Lynbrook, NY. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions tailored to client needs.

Steven Mense is a financial advisor with Guardian Life and holds a Series 63 designation. He has 31 years of industry experience, including roles at Guardian Life, Park Avenue Securities, Mass Mutual Investors Services, and Massachusetts Life Insurance Co. In addition to his advisory work, he is the owner of a real estate business, Judas Enterprises. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers a range of financial planning, discretionary and model-based portfolio management, and access to proprietary and third-party investment solutions.

James Roche is a CFP®, ChFC®, and holds a Series 66 license, with 13 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2012. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, blending advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.