Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Mordechai Moscowitz is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at All American Premier and has also been employed as a Title One English teacher at an elementary school. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc. in Melville, NY. He holds a Series 66 designation and has six years of industry experience, including prior roles at Optum and CDL. He also operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-driven tools to manage both non-discretionary and discretionary accounts.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. 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 is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

Kevin Ruiz is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for eight and ten years, respectively. He also spent three years at John Jay College early in his career. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supporting both discretionary and non-discretionary investment solutions.

George Crowley III is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Ameriprise Financial Services, and other firms. He is also involved as an equity owner and manager at Flurry Associates LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Michael O'Brien is a CFP® professional with three years of experience at Creative Planning and over a decade of prior experience at Joel Isaacson & Co., LLC. He is based in Brooklyn, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm offers a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Joe Liew is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup since 2013 and holds Series 63 and Series 65 designations. 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 utilizes multi-asset, multi-manager strategies and manages both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Mark Rappoport is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc and Principal Life Insurance Company since 1998. He also sells small group health insurance outside of his advisory role. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Reie Levi is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Levi has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2017 and has operated Levi FS, LLC and Ostberg & Associates Financial Services and Insurance, LLC since 2026. He is also active as an insurance broker for non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis through various program types within the integrated New York Life affiliate structure.

Russell Rosenband is an advisor with NewEdge Advisors in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has been with NewEdge Advisors since 2026. His prior roles include positions at Clarke-Hook Corp, RKR Real Estate Partners, and Prusik Group. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services utilizing multiple program structures and emphasizes centralized due diligence, ongoing monitoring, and technology tools to support advisors and clients.

Jiake Shi is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Eagle Strategies since 2017 and also maintains roles with NYLife Securities LLC and New York Life Insurance Company. Additionally, Shi is engaged in insurance brokering, focusing on non-registered insurance products and property and casualty brokering. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Akram Alabbassi is a financial advisor at Eagle Strategies (NY Life) with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Eagle Strategies since 2014. He also maintains longstanding roles at Nylife Securities LLC and New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers various program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Drew Schmidt is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Eagle Strategies since 2007 and holds concurrent roles at Wealth Conservation Group, Inc. and RSA Financial Group. Outside of his advisory work, Schmidt serves as the head of the finance committee at Centerport United Methodist Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and benefit plans, as well as charitable and corporate entities. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Stephen Grande is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at VOYA Financial Advisors since 2014 and previously at Anthony Izzo & Associates and Benefits Planning Corporation. Additionally, he operates as an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of investment adviser representatives, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

David Yawitz is a financial advisor with Citizens Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Ameriprise Financial Services LLC, Bank of America, Merrill, MML Investors Services, Lenox Advisors LLC/Mass Mutual, and Mass Mutual Life Insurance Company. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program, alongside its broker-dealer and insurance operations.

Josin Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2020, Josin worked at HSBC Securities USA Inc and HSBC Bank USA NA from 2018 to 2020, and at J.P. Morgan Securities from 2016 to 2018. 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 both discretionary and non-discretionary programs and operates with unique market roles, including in-house research and security-pricing activities and acting as a swap dealer and futures commission merchant.

David Costa is a financial advisor with Eagle Strategies (New York Life) based in Melville, NY. He holds Series 63 and Series 65 licenses and has one year of experience at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. His prior experience includes roles at PPL and involvement with Innovative Martial Arts and Krav Maga Defiance, as well as service in the Marine Corps. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and benefit plans, charitable organizations, and corporate clients.

Brett Rand is a financial advisor with OSAIC Institutions, Inc. based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Popular Bank, Infinex Investments, Inc., HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. since 2013. He is also involved in banking and wealth management activities with Popular Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines investment adviser and broker-dealer functions with access to alternative investments and lending solutions.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. 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 diverse client base, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.