Frank Bove is a financial advisor with Primerica Advisors and holds the PFS™ and Series 63 designations. He has 25 years of industry experience and is also a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. Bove provides consulting on tax, accounting, and fiscal responsibility matters outside of his advisory role. He works with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory relationships, employing a variety of proprietary and third-party investment strategies along with financial and retirement planning services.

Cody Tarver is a financial advisor with TD Private Client Wealth LLC in Melville, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked within various branches of TD Bank and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services through a technology platform provided by Envestnet.

Dawn Terbush is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at New York Life Insurance Company and NYlife Securities LLC. Terbush serves as a board member of professional networking groups in Southern California and Melville, NY, and owns Terbush Management Services, Inc., which provides engineering project management services. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Laura Kellerman is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 14 years before joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to its programs and advisors, managing both discretionary and non-discretionary assets.

Christopher Liu is a CFA® charterholder with two years of experience currently based in Great Neck, NY. He works with Transamerica Financial Advisors and has held roles at several firms, including S&P Global and Cantor Fitzgerald Securities. Outside of his advisory role, he serves as Board Chair for Braata Productions, an organization that promotes Caribbean arts and culture through various events and educational programs. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Christopher Deo is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and 26 years of industry experience. He has worked at Voya since 2014 and is also affiliated with Anthony Izzo & Associates. Outside of his advisory work, he serves as a board member of the Long Island University/C W Post Campus Alumni Association. Voya Financial Advisors serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm emphasizes recommendation-based advice through multiple program structures, including both discretionary and non-discretionary arrangements.

Clive Dixon 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 Citigroup since 2021, following five years at HSBC Bank USA, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Chitman Uppal is a CFA® charterholder and holds the Series 66 license, with seven years of industry experience. He is currently with Voya Financial Advisors, Inc., where he has worked since 2023. His prior experience includes roles at several firms including FIN2, LLC and FTX Capital Markets, LLC. Outside of his advisory work, he is authoring a book titled "Rich Grandpa, Rich." Voya Financial Advisors, Inc. serves individual and institutional clients with a variety of financial planning and portfolio management services. The firm offers advice primarily through non-discretionary programs and combines its roles as both an SEC-registered investment adviser and a broker-dealer.

John Cortapasso Jr. is a CFP® with eight years of industry experience, currently advising at Janney Montgomery Scott in Garden City, NY. Prior to joining Janney in 2017, he operated Chef John's Kitchen And Catering for six years. 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 wide range of clients and offers brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Jennaydra Jordan is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked at several related firms since 2018 and also operates JD Growth Financial Strategies, LLC, focusing on brokering non-registered insurance products and selling New York Life products. Jordan is active in community and nonprofit organizations, including serving on committees for Jack and Jill of America, Inc., and holding leadership roles within Alpha Kappa Alpha Sorority and the AKA North Atlantic Regional Conference. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wilfredo De Jesus Jr. is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in automotive businesses, including owning and administering car rental and auto sales companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Silva is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2012. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Blanca Herreros De Tejada Lobo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Santander CIB and The Data Science Institute at Columbia University. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm maintains in-house research and operates unique market roles, including derivatives and futures services, distinguishing it from typical advisory firms.

Peter Mc Evoy is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at BlackRock Investments and Deutsche Bank Trust Company Americas, as well as Fiduciary Trust Company. 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 manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Cavallo is a financial advisor at Citizens Securities, Inc. in Astoria, NY, holding Series 65 and Series 63 licenses with 13 years of industry experience. He worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2014 to 2025 before joining Citizens Securities in 2026. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory program that utilizes proprietary algorithms for ETF-based portfolios alongside managed accounts and commission-based brokerage services.

Keith Wong is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation 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 broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and arrangements.

Jonathan De Varso is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets combines institutional scale with specialized market roles, including in-house research and derivatives services, supporting complex and large-scale advisory solutions.

Menachem Hartman is a financial advisor with Primerica Advisors based in Brooklyn, NY, holding a Series 63 designation and over 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Outside of his advisory work, he engages in public speaking and motivational events for various organizations. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and provides a range of account-level services such as lending solutions and donor-advised funds.

Margaret Blisard is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2003. 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, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Anthony Apicella is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and totaling 25 years of industry experience. He has worked at Citigroup Global Markets since 2011. Citigroup Global Markets Inc. 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 with both discretionary and non-discretionary options, supporting large-scale institutional clients alongside high-net-worth individuals.