Susan Davis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). She has been associated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory work, she serves as a board member of the Young Israel of Jamaica Estates synagogue, where she participates in decisions regarding the organization's wellbeing and security. 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 primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Vincent Pecoraro is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. Prior to joining Wealthspire in 2023, he held roles at 1st Equity Title and Closing Service, H&J Medical Supplies, Hofstra University, Uncle Giuseppe's Marketplace, and Massapequa High School. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, high-net-worth clients, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Michael Sweeney is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Trinity Health of New England, Burgerology, Pennsylvania State University, Churchill's Restaurant, and Chaminade High School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at an institutional scale with specialized market roles.

Christopher Barone is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 license and 14 years of industry experience. He has been with Citigroup since 2001. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive oversight and provides specialized solutions for high-net-worth relationships, combining large institutional scale with unique market roles.

David Kim is a financial advisor at Citigroup Global Markets with 13 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 segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Ana Ludemann is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Ana also has a background that includes experience at Adelphi University. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

John Carbone is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at LPL Financial and National Planning Corporation, alongside operating his own tax preparation and accounting firm, J Carbone & Associates, since 1993. He also maintains a licensed agent role in non-variable health and life insurance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset management programs and separately managed account strategies.

Monte Bailey is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Citigroup Global Markets, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Eric Rothman is a financial advisor with Primerica Advisors in Lawrence, NY, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he serves as Managing Director of Rothman Financial Group and engages in insurance brokerage activities on a client-by-client basis. Primerica Advisors operates as an enterprise serving a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment programs.

Candace Kearney is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. She holds a Series 63 designation and has been with Money Concepts since 2008. Outside of her advisory role, she is a therapeutic riding instructor at Horseability and serves as an officer for the charity Project Thank A Cop. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Peter Van Eyck is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 credentials and having 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Van Eyck is a non-active partner in an interior design business with his wife. Citigroup Global Markets 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 and maintains in-house research and security-pricing functions, operating at a large institutional scale with specialized market roles.

Joseph Falco III is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Ameriprise Financial Services. Outside of advisory work, he has been involved with Slyde Innovations LLC and Quick Ship Office, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

David Neves Pereira is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation 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 execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and specialized market roles.

Reynante Bueno is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup since 2011. Outside of his advisory role, he is an independent singer and performs as a vocalist for a band in New York. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal oversight and integrates both discretionary and non-discretionary programs.

Gabriel Epstein is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Lion Street Advisors and Kestra Investment Services and maintains a longstanding role with Lighthouse Planning LLC. Epstein is also a minority owner of Lion Street, Inc., a network of life insurance professionals. Integrity Alliance, LLC is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and third-party manager referrals through a combination of discretionary accounts, model portfolios, and sub-advisers on major platforms.

Anthony Pizzariello is a financial advisor with Principal Financial Services based in Melville, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at T3 Trading Group and Axiom Markets. In addition to advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Lance Bylow is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. He serves on the advisory board of the Institute for Family Governance, assisting in planning its annual conference focused on ultra-high-net-worth families. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal standards and oversight committees to select and monitor managers.

Marc Merber is a Series 63-licensed advisor with Primerica Advisors and has 32 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director on his cooperative board in Lynbrook, NY. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various programs and supports discretionary and non-discretionary account management.

James Roche is a CFP® and ChFC® with 13 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports diverse account features such as tax harvesting and securities-based lending.