Christopher Castellano is a CFP® professional with 14 years at Wealthspire Advisors and five years of industry experience. He is based in Melville, NY, and has spent his career with Wealthspire Advisors since 2012. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework overseen by an investment committee.

Matthew Newfield is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 66 and Series 63 credentials and has two years of industry experience. Prior to joining Eagle Strategies, he has worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Kevin Cohen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2019, following prior roles at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and unique market roles.

Matthew Pascale is a financial advisor with Hightower Advisors holding a Series 66 license and four years of industry experience. He previously worked at Fidelity Investments and State Farm Insurance Company. Outside of his advisor role, he is the owner of Nxt Lvl Ventures LLC, a non-investment related business. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and diverse investment vehicles.

Marisa Luciano is a CFP® certificant with 14 years of industry experience. She currently works at Mariner and previously held roles at CitiGroup, Shufro, Rose & CO., LLC, and Wells Fargo. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and access to pooled investment vehicles and third-party managers. The firm combines discretionary, customized portfolio strategies with integrated tax and accounting services, alongside specialized offerings such as Core Family Office services and an employer Financial Wellness Platform.

Pauline Healy is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Eagle Strategies since 2018 and has simultaneous roles with NYLIFE Securities LLC and New York Life Insurance Company since 2012. Outside of her advisory work, she serves as a trustee on the Queens Library Board of Trustees. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Michael Kogan is a financial advisor at Equity Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Chelsea Financial Services and Cetera Advisor Networks. Outside of his advisory roles, he is involved with Mkny Business Solutions, Inc., an independent business activity since 2017. 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 and incorporates third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Peter Nielsen is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He has held his current position since 2007. His credentials include the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Thomas Wolf is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 49 years of industry experience. He has worked at Lincoln Investment since 2010 and has longstanding experience with Great American Advisors, Inc., EBP of Long Island Inc., and Connecticut Mutual Life Insurance Co. He also operates a sole proprietorship specializing in the sale and service of fixed annuities and life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, managing both discretionary and non-discretionary portfolios supported by an Investment Management & Research team that employs strategic and tactical investment approaches.

John Harmatuk is a financial advisor with VOYA Financial Advisors, Inc. He holds the CFP® designation and Series 65 and Series 63 licenses, and has six years of industry experience. Prior to joining Voya in 2024, he worked at Decisional Wealth Advisors LLC and Pinnacle Investments, LLC, among other firms. Outside of advising, he co-founded a tax preparation business and works as a captive sales agent for Medicare Advantage plans, as well as an independent insurance agent marketing life and health insurance products. VOYA Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary program structures and operates both as an SEC-registered investment adviser and a broker-dealer.

Michael Arabio is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved as a marketing affiliate linking products to the Amazon website. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Feinberg is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to deliver tailored recommendations.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

Jennifer Zanfardino is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and was previously with Morgan Stanley Wealth Management from 2018 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephanie Panayiotou is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. She has worked at J.P. Morgan Securities LLC since 2018 and has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc. and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Xavier Allen is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2015. Outside of his advisory role, Allen serves as head coach for a girls' travel basketball program, coaching 10th-grade players. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient recommendations through a centralized consulting team.

James Copeland is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Heyman is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. His previous roles include long tenures at Investacorp Advisory Services and Securities America Advisors. Heyman is also involved in group health and life insurance sales and services through his activities connected to Clearvision Wealth Management. Osaic Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing tools such as asset-allocation models and risk assessments to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternatives.

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including prior work with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.