Rudolph Sarro III is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Altium Wealth Management, Liberty Mutual Insurance, Kushman and Wakefield, and in construction services. He previously worked in schooling for nearly two decades. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, utilizing proprietary analytics and a wide range of investment and advisory platforms integrated within the broader Goldman Sachs ecosystem.

Catherine Demartino is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021. She serves as Vice President of the Rotary Club of Rye. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.

Marc Mungin is a financial advisor with Lincoln Investment in Norwalk, CT, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he owns an accounting and tax preparation business. 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 investment management services, utilizing strategic and tactical approaches overseen by an Investment Management & Research team.

Dana Deluca is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Steward Partners in 2025, Dana worked at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC from 2014 to 2025. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, providing both discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

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.

Lisa McGrath is a financial advisor at TIAA-CREF with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1991. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Scott Patten is a financial advisor at Corient with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Corient Services LLC since 2025, as well as Northeast Financial Consultants, Inc. since 2012. Outside of his advisory role, he serves as a trustee managing a family trust brokerage account. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

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.

Tucker Scott III is a financial advisor at GWN Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2015. Scott is also the owner of M-Powered, LLC, a business he has operated since the late 1990s. 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 manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

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.

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.

Daniel Goggin III is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2024, he worked at Citigroup in various roles from 2015 to 2024. Outside of his advisory work, he serves on the Social Events Committee board of the New York Athletic Club. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, providing advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation, manager selection, and a range of investment vehicles to construct client solutions, while also acting as a qualified custodian and offering both discretionary and non-discretionary programs.

Joseph Viggiani is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at SCOTTRADE, Inc. from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolios and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement planning advice.

Paul Dulock is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2013. 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 operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Derrick La Branche Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Columbia Management Investment Advisors and Eaton Vance. He is based in Stamford, CT. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kevin Curry is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. His career includes roles at New York Life Insurance Company, NYLife Securities Inc., and Eagle Strategies Corp. He was also involved with My Girls LLC from 2013 to 2019. 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 investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Andrew Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Primerica Advisors. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and offers various programs including discretionary and non-discretionary management options.

Rohit Madan is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the CFP® and ChFC® designations and Series 63 and 66 licenses. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over two decades with Retirement Design & Management and RDM Investment Services, Inc. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm employs a multi-manager approach emphasizing manager selection and offers access to various investment vehicles, supported by proprietary research and operational tools.

Ling Yan is a financial advisor with Independent Financial Group, LLC in Scarsdale, NY, holding Series 65 and Series 63 licenses. Yan has one year of industry experience, with prior roles at LuminPath Planning, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Worldquant, LLC. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, using a combination of in-house and third-party model portfolios and providing both discretionary and non-discretionary strategies tailored to client risk profiles.