Gary Murano is a CFP® and holds the Series 66 designation. He joined Eagle Strategies (NY Life) in 2026 and has prior experience with firms including Shufro, Rose & Co., LLC and Hudson Dynamic Retirement. His background also includes roles outside traditional financial advising, such as work with At Your Service Staffing and Lessing's Hospitality Group. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Jason Rubinstein is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, JP Morgan Securities LLC, and Ameriprise Financial Services LLC. Rubinstein is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

James Mantione is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked at Private Advisor Group since 2012 and has prior experience with LPL Financial, Chase Investment Services Corp., and CUNA Brokerage Services, Inc. Mantione also operates James Mantione Wealth Management, Inc., through which he offers investment advisory services and holds a non-variable insurance agent license. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based advisory model combines client goal assessment with a range of investment strategies implemented via proprietary platforms and third-party managers.

David Mammina is a CFP® with 17 years of industry experience currently affiliated with Kestra Advisory. He has held roles at multiple Kestra entities and GFS Wealth Management Advisors and serves as president of DMSZ, Inc., a consulting business. Mammina is also involved in retail management and serves as a partner and financial advisor at GFS Wealth Management Advisors. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by due diligence, serving approximately $79.8 billion in assets under management.

James Mcnamara is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003, following a one-year tenure at CIBC World Markets Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs covering equity, balanced, and fixed-income portfolios, with services including asset allocation, manager selection, and retirement consulting.

Robert Farmand is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and manages complex institutional relationships, combining large-scale resources with unique market roles.

Melvin Tom is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at HSBC Securities USA and Banc of America Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Brian Sullivan is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 registrations and has 23 years of industry experience. His prior roles include positions at Apple Bank, TD Private Client Wealth LLC, and Chase Investment Services Corp. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, using a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Jaime Daggett is a financial advisor with Kestra Advisory and holds a Series 66 designation. Jaime has one year of industry experience and has worked at Kestra Advisory Services, Kestra Investment Services, Coastline Wealth Management, and held teaching positions at St. Joseph's University and Lockhaven University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance testing, fiduciary consulting, and plan-level investment advice, serving clients such as sovereign wealth funds and large institutional investors.

Nicholas Bosio is a financial advisor at Guardian Life with Series 66 registration and one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and The Hanover Insurance Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to alternative investments and integrated lending options.

Jeanna Manana is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2025, she held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. from 2022 to 2025, among other financial institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Michele Arnett is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at GWN Securities since 2014 and has been associated with the Center For Wealth Planning since 2007. In addition to her advisory role, she is licensed to sell life, accident, and health insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a network of approximately 423 advisors.

Joel Breiter is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Oppenheimer since 2013 and previously spent nine years with UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management tailored to client objectives.

Kamerick Rampersad is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has worked with Park Avenue Securities and Guardian Life in various capacities since 2014. In addition to his advisory work, he is a licensed realtor providing clients with real estate information and offers health and Medicare insurance services to business clients and seniors. 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 offers a range of financial planning, consulting, and investment management solutions delivered through proprietary programs and third-party platforms.

Rocco Muratore is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 36 years of industry experience. He has been with PlanMember since 2010 and is also involved as Vice President at Mutual Inc., focusing on fixed insurance products and tax preparation, as well as a general partner at The Carnikki Group where he is involved in tax planning. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services such as seminars and personalized retirement planning.

Lori Siro is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 21 years of industry experience. She previously worked at Lincoln Investment and Legend Equities Corporation and is also the president and sole shareholder of LJ SIRO CPA SERVICES PC, a CPA firm that provides tax and business services to approximately 250 clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Vance Brown is a financial advisor at Kestra Advisory with five years of industry experience. He previously worked at Williams Jones Wealth Management, LLC and Williams Jones & Associates, accumulating eight years across both firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that range from plan sponsors to sovereign wealth funds.

Vincent Napolitano is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is also engaged in insurance-related activities through Coastline Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages significant institutional assets and serves clients including sovereign wealth funds.

Jian Liu is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and EIMC, LLC. Liu is based in Port Jefferson, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Kayla Conelli is a Series 66 licensed financial advisor with one year of industry experience, currently with Citigroup Global Markets. She previously worked at Equitable Advisors, LLC and Daniel Treacy - Equitable Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, including in-house research and derivative services.