Kim Marie Black is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior work history includes roles at Wells Fargo Clearing Services LLC, JPMorgan Securities, LLC, JPMorgan Chase Bank N.A., and Thrivent Investment Management Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, serving a large participant base through a model closely tied to Empower’s recordkeeping and administrative platforms.

Corey Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, implementing 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, swap dealer activities, and bespoke discretionary solutions for very large relationships.

Sandino Gonzalez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 with in-house research and operates as a security-based swap dealer and futures commission merchant.

Joseph Battaglia is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 23 years of industry experience. He previously worked at UBS Financial Services LLC for 13 years before joining Citi Private Alternatives, LLC and Citigroup Global Markets Inc in 2026. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as security-based swap dealing and futures commission merchant activities.

Andrea Owen Boyd is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her work history includes roles at Equitable Advisors, LPL Financial, and Bethpage Federal Credit Union. Outside of finance, she is involved in community activities with Grace United Methodist Church and coordinates events for the Morant Bay High School Alumni Association. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including high-net-worth individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with specialized tools and access to insurance and alternative investment products.

Paul Anderson is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Pui Wong Eng is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Citigroup Global Markets since 2007. 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 unique market roles, including in-house research, swap dealer activities, and bespoke discretionary solutions for very large clients.

Susan Davis is a CFP® with 11 years of industry experience, currently serving as a financial advisor with Eagle Strategies (NY Life). She has been affiliated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory role, she serves on the board of the Young Israel of Jamaica Estates synagogue. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors. The firm offers multiple advisory programs, focusing primarily on non-discretionary asset management 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.

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 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles, including operating 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 credential and over 22 years of industry experience. He has worked at Private Advisor Group since 2018 and was previously with LPL Financial and National Planning Corporation. Carbone also owns and manages J Carbone & Associates, a tax preparation and accounting business he has operated since 1993. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides a range of managed account solutions and employs a fiduciary-based advisory model that incorporates both direct portfolio management and manager selection using various investment strategies.

Monte Bailey is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Merrill. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Eric Rothman is a financial advisor with Guardian Life in Lawrence, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Guardian Life since 2012. Outside of his advisory role, he is the managing director of Rothman Financial Group and owns Rothman Consulting Network Inc., a legal entity used for income and expense purposes. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments.

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 the Series 66 designation and two years of industry experience. He has worked with firms including Park Avenue Securities and Ameriprise Financial Services. Outside of his advisory role, he is involved in an outside insurance business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.

David 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 broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealer activities, and bespoke solutions for large relationships.

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.