Charlie Tarazona is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Voya Financial Advisors since 2021 and previously held positions at Broadridge/Solomon Page, Columbus Delivery, SUNY Oswego, and Centerplate. Tarazona is also an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution using both proprietary and third-party strategies.

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 with Citizens Securities, Inc. based in Garden City, NY. He holds Series 63 and Series 65 licenses and has six years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities, and New York Life Insurance Co. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as 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 licenses and previously worked at firms including Noble Wealth Advisors, LPL Financial, and Prospect Financial Services LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Jesse Mistretta is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has prior work experience with New York Life and in legal roles, including at Hollander Law Group and the Nassau County District Attorney's Office. Mistretta holds a Juris Doctorate but is not currently practicing law. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.

Cristina Capone is a financial advisor at &PARTNERS with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, she owns and operates a wedding and event planning company. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing both proprietary and third-party investment strategies.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he held roles at Northwestern Mutual Life Insurance Company, Premier Financial Alliance, and Henry Schein Inc. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

Frank Borges Espindola is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation. He has been in the industry for one year, currently working at TD Private Client Wealth LLC and TD Bank N.A. Prior to this, he worked at Equitable Advisors and spent over a decade at Globo Television. 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 clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers financial planning, custody, and reporting services.

Daniel Safranek is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Lincoln Investment Planning, Inc. for 33 years before joining Commonwealth in 2025. Outside of advisory work, he is the owner of Daniel Safranek, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while offering operational and compliance infrastructure to affiliated advisors.

Scott Gegerson is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at Stratos Wealth Partners, Ltd. He has previously worked at LPL Financial, Primerica Advisors, and Guardian Life Insurance. Gegerson holds the Series 63 and Series 66 licenses and is based in Garden City, NY. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active asset allocation across multiple custodians and utilizing a range of affiliated and third-party sub-advisors.

Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Purshe Kaplan Sterling Investments, and The Wealth Alliance, among others. Ms. Sheppard is dually registered with Purshe Kaplan Sterling Investments and The Wealth Alliance, serving as a non-producing representative for the former. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan services with a focus on fiduciary processes and transparency.

Charles Kateridge is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years each. Outside of his advisory role, he is president and owner of Charles Anthony Enterprises Inc, a corporation for tax purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm’s investment approach combines fundamental, technical, bottom-up, and top-down analysis, offering both discretionary and non-discretionary portfolio management along with specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ally Invest Securities LLC. Outside of her advisory role, she serves on the Board of Directors for the New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers using a technology platform by Envestnet and custody through Pershing.

Andrew Hite is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

Janet Lauricella is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Hauppauge, NY, holding a Series 63 credential and bringing 32 years of industry experience. She has been with Equity Services and National Life since 2014. Lauricella serves on the board of HALO Missions, a nonprofit focused on raising funds for health and learning initiatives for orphans. Equity Services, Inc. provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining primarily long-term strategies with options for shorter-term trading.

Andrea Owen Boyd is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, LPL Financial, and AXA Advisors. Outside of her advisory role, Boyd is involved in community activities such as assisting with evangelism and event planning at Grace United Methodist Church and coordinating alumni activities for Morant Bay High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Jean Crossley is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 license and 36 years of industry experience since 1989, all with Lincoln Investment Planning, Inc. She serves as the 2024 Board President of the Crystal Beach Property Owners Association, a volunteer role involving community organization and oversight of local property interests. Lincoln Investment provides financial planning and retirement plan advice primarily to individuals, charitable organizations, businesses, and employer-sponsored plans, with a notable focus on educators and 403(b)/457(b) participants. The firm employs both strategic and tactical investment approaches through an in-house Investment Management & Research team and offers a range of discretionary and non-discretionary programs.

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.

Christopher Barron is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, operating at a large institutional scale with additional roles including swap dealing and futures commission merchant services.