Donna Hernandez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with the firm since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns a rental property in Hawthorne, NY, which she manages jointly with her husband. Citigroup Global Markets serves a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory and execution services. The firm utilizes multi-asset, multi-manager strategies with comprehensive internal oversight and also provides specialized roles such as swap dealing and futures commission merchant services.

Maria Carmen Abustan is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at CWM, LLC since 2022 and previously held roles at Mitlin Financial, Angulo Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she is also licensed as a life insurance agent. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging a committee-driven investment process and access to alternative investments and customized portfolio solutions.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. Additionally, he operates as an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of investment adviser representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Anthony Romeo is a financial professional with 34 years of industry experience, currently affiliated with GWN Securities Inc. since 1995. He also holds a position at CGAA Inc., where he provides financial and insurance services including life, health, long-term care, and annuities. His credentials include Series 63 and Series 65 licenses. GWN Securities offers investment advisory and related services to individual and corporate clients, utilizing a range of managed account programs and financial planning solutions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies within certain legacy programs.

Naomi Tanabe is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and People’s United Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program using both discretionary and non‑discretionary approaches, supported by third‑party platform and manager arrangements.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. Janney Montgomery Scott LLC 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, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations 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 brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. 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 with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Bankers Life Advisory Services since 2021 and has worked at Bankers Life since 2015. In addition to her advisory role, she serves as a unit field trainer and insurance sales agent, recruiting and training new agents in insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Carlo Ritaccio is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he has experience running a pizzeria business. 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 combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and investment solutions tailored to client needs.

Howard Marsh is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CITI Private Bank since 2025. Prior to joining Citigroup, he spent nine years with Prevu, Inc., where he also acts as an independent contractor conducting real estate sales outside of business hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research capabilities, operating at a large institutional scale with distinctive market roles.

Emily Gunston is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Wells Fargo Clearing, Deloitte, Capital One, and JPMorgan Chase. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Charlie Tarazona is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and five years of industry experience. His prior work includes roles at Broadridge/Solomon Page and Columbus Delivery. He is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a large advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing both affiliated and unaffiliated investment products, with a focus on client-approved, non-discretionary relationships.

Richard Zacharoff is a CFP® and ChFC® with 40 years of experience in the financial services industry. He currently serves with Kestra Advisory and Kestra Investment Services, LLC, and has prior experience with Guardian Life Insurance Company and Mutual of New York. He is also the owner of an insurance business, Richard E. Zacharoff & Associates, LLC, focusing on sales and marketing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Robert Vilbig is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities, and New York Life Insurance Co. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Thomas Wenthen Jr. is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Noble Wealth Advisors and LPL Financial. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by custodial and technology integrations.

Jesse Mistretta is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. Prior to joining Guardian Life in 2023, he worked at New York Life and held roles in legal and business settings, including the Hollander Law Group and Calvin Klein’s legal division. He holds a Juris Doctorate but is not practicing law. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporations, and organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and supports clients with specialized programs and integrated lending options.

Cristina Capone is a financial advisor at &PARTNERS with 12 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Outside of her advisory role, she owns and leads a wedding and event planning company. &PARTNERS serves a diverse clientele including high-net-worth individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Mark Levin is a financial advisor with Lincoln Investment and holds a Series 63 designation. He has 22 years of industry experience, including over 16 years at Lincoln Investment. Levin is also the owner and president of Your Personal Broker, Inc., which engages in insurance and investment sales. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.