John Curry is a financial advisor at Eagle Strategies (NY Life) with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2013. He has also maintained longstanding roles with Nylife Securities Inc. and New York Life Insurance Company since 1995. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types that tailor recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Alfredo Torres is a financial advisor with TD Private Client Wealth LLC, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes roles at TD Bank N.A., Regulus Financial Group LLC, Pruco Securities LLC, A and P Brokerage Services Inc, ADP Inc., and several regional banks. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Eric Wolfe is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, New York Life Insurance Co, and NYLife Securities, LLC. Outside of his advisory role, he is the managing director and head of training at Wealthbridge Financial, where he is involved in recruiting, developing, and training agents. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Louis Ferrara Jr. is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to this, he was with Legend Advisory Corporation and Legend Equities Corporation, and he has served with the Nassau County Police Department since 1986. 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 financial planning, retirement plan advice, advisor-managed and firm-managed model portfolios, and operates both as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Aubrey Monette Padilla is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses. Padilla has two years of industry experience, including roles at New York Life and NYLIFE Securities LLC. Prior to entering the financial services industry, Padilla worked at AGM Ventures and Generika Drugstore. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a substantial non-discretionary asset base within an integrated New York Life affiliate structure.

Roderick Rodriguez is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Infinex Investments, Inc. since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Susan Russo is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with multiple firms, including Thomas Elliott & Company and Allegiant Divorce Solutions. Russo is a certified divorce financial analyst and operates her own advisory business, Susan Russo Financial, where she assists clients with financial planning related to divorce. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and retirement-plan advisory through a variety of strategies and affiliated investment adviser representatives.

Guozhen Zhao is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at HSBC Bank USA NA, HSBC Securities USA Inc., Noble Fertility Center, and Prudential affiliate firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers.

Christopher Davis is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a FINRA disciplinary panelist and is a trustee for his son's investment trust. &Partners serves a diverse client base, including individuals, institutions, retirement plans, and charitable organizations, offering both advisory and brokerage services. The firm employs a range of investment strategies through proprietary models and third-party managers, and it operates with a combination of roles uncommon among large enterprises, including broker-dealer, RIA, and municipal advisor functions.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc. in Melville, NY, holding a Series 66 designation and four years of industry experience. His work history includes roles at Voya Financial Advisors and as an independent insurance agent selling fixed insurance products. He also manages administrative support activities under a related business entity. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and brokerage and insurance product distribution, with advisory services provided primarily on a non-discretionary basis.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

Kevin Ruiz is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. His background also includes three years at John Jay College. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring a digital advisory program managed in partnership with SigFig and a Managed Account program.

Joe Liew is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup since 2013 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and manages both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Jiake Shi is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Eagle Strategies since 2017 and also maintains roles with NYLife Securities LLC and New York Life Insurance Company. Additionally, Shi is engaged in insurance brokering, focusing on non-registered insurance products and property and casualty brokering. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Akram Alabbassi is a financial advisor at Eagle Strategies (NY Life) with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Eagle Strategies since 2014. He also maintains longstanding roles at Nylife Securities LLC and New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers various program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc. in Melville, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at VOYA since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led and manager-driven investment programs, combining both discretionary and non-discretionary services alongside an active broker-dealer distribution model.

Josin Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2020, Josin worked at HSBC Securities USA Inc and HSBC Bank USA NA from 2018 to 2020, and at J.P. Morgan Securities from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with unique market roles, including in-house research and security-pricing activities and acting as a swap dealer and futures commission merchant.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. Janney Montgomery Scott LLC 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, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.