Kevin Filosa is an associate advisor at Kestra Advisory with 37 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 10 years before joining Kestra in 2024. Outside of financial advising, he is involved in the sale of timber through a lumber company in Brooklyn. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and uses multiple management platforms to serve a diverse client base, including large institutional investors.

Marc Silverstein is a financial advisor with Lincoln Investment based in Riverhead, NY, holding a Series 63 designation and 29 years of industry experience. His prior work includes roles at Capital Analysts, National Life Group, and Equity Services, Inc. He also serves as president and agent of MAS Group, Inc., a property and casualty 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 financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

Daniel Conforti is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Outside of finance, he is a New York State certified baseball umpire, officiating high school games in Eastern Long Island. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivatives services.

Vincent Tamburello is a financial advisor with Lincoln Investment holding a Series 66 credential and three years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2023 and is also engaged as a discovery team member at The Campbell Law Group, P.A. Outside of finance, he has experience as a martial arts instructor. 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 retirement plan advice, employing both strategic and dynamic investment approaches through in-house and third-party strategies overseen by its Investment Management & Research team.

Tracey Marz is a financial advisor at GWN Securities Inc. with 10 years of industry experience. She holds a Series 63 designation and has worked at GWN Securities since 2016. Outside of her advisory role, she serves as vice president and bookkeeper for a tile construction company founded by her husband. 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 offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and manages approximately $3.65 billion across more than 37,000 client accounts.

Xiomara Avecillas is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018, including roles at Citibank and Francesca's prior to her current position. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs, execution and custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines institutional scale with specialized market roles.

Nicholas Cava is a CFP® professional with 39 years of industry experience. He has been with Planmember Securities Corporation since 2010 and concurrently serves as Vice President at Mutual, Inc., a position he has held since 1993. He also acts as trustee for familial trusts. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios that range from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Theodore Kanakaris is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northwestern Mutual and related entities. 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 financial planning, retirement plan advice, and a variety of investment programs managed through both strategic and tactical approaches.

Michael Hackett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 23 years of industry experience. He has worked at Mutual Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources, alongside maintaining a self-employed practice for over two decades. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling within a structured, strategic asset allocation framework.

Patricia Douglas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Citigroup since 2017, following prior roles at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, managing multi-asset strategies through both discretionary and non-discretionary programs.

Andrew Buttelman is a financial advisor at Lincoln Investment with 43 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Equities Corporation from 1994 to 2017. Outside of his advisory role, he is the owner and sole officer of Lifestage Wealth Advisors Inc, a company involved in office leasing and marketing. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and manages both advisor- and firm-directed portfolios using a range of strategic and tactical investment approaches.

Robert Campbell is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Farther and has previously worked at Ameriprise, Bank of America, and Merrill Lynch. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity involved in investment-related activities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Ulander Ramesar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at M&T Bank and Astoria Federal Savings / Sterling National Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and serving as a security-based swap dealer and futures commission merchant.

Denis O'Leary is a financial advisor at Kestra Advisory with 10 years of industry experience. He has held roles at firms including Morgan Stanley, Hancock Whitney Asset Management and Trust, and First National Bank of Long Island Investment Management. O'Leary holds Series 63 and Series 66 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Rachel Stancati is a financial advisor with Citigroup Global Markets in Port Jefferson, NY, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Citibank since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees for manager selection and monitoring.

Jarad Tong is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Citigroup, he held positions at Bank of America, Merrill, and Citibank. 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 a combination of large institutional scale and specialized market roles.

Brian Gordon is a financial advisor at Lincoln Investment with 45 years of industry experience. He has held positions at Lincoln Investment since 2017, previously working for Legend Advisory Corporation and Legend Equities Corporation. Gordon holds Series 63 and Series 65 licenses. 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 financial planning, retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an internal Investment Management & Research team.

Daniel Marquardt is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Citigroup since 2014. 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 both discretionary and non-discretionary programs and holds notable roles such as a security-based swap dealer and futures commission merchant.

Akash Bhanti is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at Maxim Group LLC and the New York Institute of Technology. Bhanti also has experience with the John Ondrush Golf & Fitness Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Russel Sands is a financial advisor at Kestra Advisory with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment and Legend Advisory Corporation. In addition to his advisory role, Sands is an insurance agent involved in selling insurance products tailored to clients' needs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party managed solutions.