Wilfredo De Jesus Jr. is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. In addition to his advisory role, he owns and manages automotive businesses focused on car buying, selling, and rental services in New Jersey and New York. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s services integrate proprietary and third-party methodologies with Empower’s recordkeeping and administrative platforms to deliver long-term focused financial plans and optional managed accounts.

David Silva is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2012. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Peter Mc Evoy is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at BlackRock Investments and Deutsche Bank Trust Company Americas, as well as Fiduciary Trust Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Keith Wong is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and arrangements.

Anthony Becker is a financial advisor with Lincoln Investment in Scarsdale, NY, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with Lincoln Investment since 2010. Outside of his advisory role, Becker operates a tax preparation business and provides fixed insurance products, including annuities, life, disability, and health insurance. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and a range of third-party managers.

Margaret Blisard is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2003. Janney Montgomery Scott LLC is a large 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 plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Anthony Apicella is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has worked at Citigroup Global Markets since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supporting large-scale institutional clients alongside high-net-worth individuals.

Louis Ciliberti is a CFP® and ChFC® with 35 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has held previous roles at firms including Purshe Kaplan Sterling Investments and Ameriprise Financial Services. Outside his advisory work, he serves on the board of the NYS Troopers Memorial Fund, a nonprofit involved in community events such as toy drives and food distributions. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by internal due diligence and platform integrations.

Paul Michaluk is a financial advisor with Commonwealth Financial Network in Jericho, NY, holding a Series 66 designation and 21 years of industry experience. Prior to joining Commonwealth in 2024, he worked at Securities America Advisors and Securities America Inc for eight years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Zhuojie Liu is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup Global Markets since 2015. Liu also has experience with J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is the sole owner of Aaron & Emma LLC, a business engaged in real estate rental activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Alexandria Becker is a Series 66-licensed financial advisor at Lincoln Investment with 11 years of industry experience. She has held roles at Capital Analysts and Danone North America. In addition to her advisory work, she is a Certified Public Accountant involved in tax preparation and insurance through A.T. Becker & Associates, Inc. Lincoln Investment is a large enterprise advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Jeffrey Perlmutter is a financial advisor at Hightower Advisors with 38 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Mass Mutual Insurance Company, Park Avenue Securities Investors, and Guardian Life Insurance Company. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Thomas Cohen is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, Cohen serves as president of the Chest & Foundation of the Fur Industry of the City of New York, a charitable organization supporting retired and disabled fur industry workers and their families. 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, offering brokerage services, financial planning, consulting, and various advisory programs with a combination of in-house and third-party portfolio management.

Brannigan Judge is a financial advisor at VOYA Financial Advisors, Inc. with 16 years of industry experience and holds the Series 66 designation. Prior to joining VOYA in 2024, Judge worked at Pinnacle Investments, LLC and TIAA-CREF, among other firms. Outside of advisory work, Judge is a co-owner of Decisional Tax Services, LLC, which provides tax preparation services, and also acts as an independent insurance agent specializing in fixed insurance products and Medicare Advantage plan enrollment. VOYA Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory relationships and multiple program structures including wrap programs and third-party money manager access.

Jayson Tenorio is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has been with Citigroup Global Markets since 2014 and holds Series 63 and Series 66 designations. Outside of his advisory role, he works part-time in retail sales and assists with senior healthcare activities. 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 discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Kyle Alexander is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he works as a weekend bartender at the Larchmont Yacht Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and execution capabilities, combining large institutional scale with specialized market roles.

Adam Kaufman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. He has been with Guardian Life and its affiliates since 2010. In addition to his advisory work, Kaufman serves as co-treasurer on the board of the Crystal Brook Park Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Anthony Domino Jr. is a ChFC®-designated financial advisor with Primerica Advisors, based in Rye Brook, NY, and has 41 years of industry experience. He has worked with Primerica Advisors since 1999 and has been associated with The Guardian Life Insurance Company of America since 1985. Domino serves as a board member of The American College and is involved in marketing genomic cancer profiling through Wamberg Genomic Advisors. Primerica Advisors operates under Park Avenue Securities LLC, serving a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Anthony Manougian is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Oppenheimer since 2012 and previously worked at Morgan Stanley from 2008 to 2012. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory services such as equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating both broker-dealer and advisory businesses and manages a significant portion of advisory assets on a non-discretionary basis.

Dawn Zerillo is a financial advisor at Hightower Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and provides accounting assistance to a real estate investment firm through DDI Equities LLC outside of her advisory role. Hightower Advisors offers investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles. The firm serves a diverse client base that includes pension plans, charitable organizations, corporations, and financial institutions, and is noted for managing cross-border exposures and institutional mandates.