Bianca Obrien is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has longstanding affiliations with New York Life Insurance Company and Nylife Securities Inc., where she has worked since the mid-1980s and early 1990s, respectively. Obrien serves on the board of the New Hyde Park Chamber of Commerce and is involved with The American College Alumni Council and The Caigh it Forward Inc., a nonprofit supporting scholarships and community events. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Michaels is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 27 years of experience in the financial industry. He has spent his career primarily with Park Avenue Securities, a subsidiary of Guardian Life, working there continuously since 1999. Park Avenue Securities provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Brooke Blumberg is a financial advisor at Citigroup Global Markets with a Series 66 license and three years of industry experience. Prior to joining Citigroup, Brooke worked at Vanderbilt University for four years and spent nine years in education at Half Hollow Hills High School East and West Hollow Middle School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains sizable institutional capabilities, including in-house research and derivatives services.

Dean Rothman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Park Avenue Securities since 2003 and Guardian Life since 2002. Rothman also engages in health insurance sales outside of Guardian through a fellow Guardian broker. Park Avenue Securities LLC, a subsidiary of 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 combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to both proprietary and third-party investment solutions.

Marlon Martinez is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Citibank since 2017 and has held roles outside the financial industry, including service positions in a restaurant and golf course. Martinez is also involved in non-investment delivery services and owns a photography business focused on events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional-scale capabilities and unique market roles.

Daniel Capurso is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2020 and operates Premier Asset Solutions Inc., which sells New York Life products and brokers non-registered insurance products. Capurso also serves as a notary public, providing free notary services to the public. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Ian Heller is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior roles include positions at Heller Wealth Management, Klingman & Associates, Cresset, Altair Advisers, and The Ayco Company, L.P./Mercer Allied. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Matthew Mccabe is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 66 designation. Prior to joining Equity Services, he has worked at firms including Eastern Advisory Group, Big Think Capital, and LPL Enterprise. 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 uses multiple advisory platforms, often incorporating third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

Michael O’Sullivan is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2012. Outside of securities, he is a licensed notary public in Suffolk County, New York. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management solutions, including advisor-led discretionary management, model-based strategies, and a digital advisory platform, with tailored client services that include financial planning and ongoing consulting.

Brian Katzman is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously spent 14 years at Heller Wealth Management. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

John Melkun is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked at Audi for two years. 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, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Peter Bartone is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 credential and 25 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is also an agent involved in the sales and servicing of life, health, and disability insurance policies. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of approximately 423 advisors and manages about $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Kristin Lanzi is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 19 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2011 and previously worked at Capital Analysts, LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, portfolio management using both advisor-managed and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Steven Lichtenstein is a ChFC® with 33 years of industry experience, currently serving as a financial advisor at Guardian Life. He has been with Guardian Life since 2015. Outside of his advisory role, he works as a consultant for the Gerson Lehrman Group and participates in multiple business networking and resource groups, including facilitating a marketing cooperative and supporting resources for divorcing couples. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and leveraging proprietary and third-party platforms.

Gregory Moss is a CFP® with nine years of industry experience currently with Savant Wealth Management. He previously worked at Heller Wealth Management for nine years and EF Legacy Securities, LLC for one year. Outside of his advisory role, he is a member of GDM Properties, LLC, a real estate holding company. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies across various investment vehicles, supported by in-house accounting, legal, and trust services.

Anthony Bertrami Jr. is a financial advisor at Guardian Life with 49 years of industry experience. He has been with Guardian Life since 2010 and is currently associated with Park Avenue Securities. Outside of his advisory work, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment 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 access to proprietary and third-party platforms tailored to client needs.

Nadine Lee is a CFP® and PFS™ with 13 years of industry experience. She has worked at The Colony Group, LLC since 2013. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Anthony Romeo is a financial advisor at GWN Securities Inc. with 11 years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank and JP Morgan Securities LLC. Outside of his advisory role, he is a registered representative for CGAA Inc., engaging in financial services and life insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.