Brian Gabel is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Chryssanthe Detroyer is a CFP® professional affiliated with Benjamin F. Edwards & Company, Inc. She has 27 years of industry experience and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of her advisory role, she holds a partial ownership stake in a real estate investment entity. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including financial planning, investment management, brokerage services, and pension consulting, utilizing both proprietary strategies and third-party model portfolios.

Gehang Schwartz is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has three years of industry experience and has worked at firms including UBS Financial Services, Bank of America, Merrill, and TIAA. His background also includes roles in academia at Baruch College and New York City College of Technology. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of services from point-in-time planning to ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Charles Androsiglio Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007, with a brief tenure at Wells Fargo Clearing in 2019. He is based in Scarsdale, NY. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a comprehensive range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Michael Appelbaum is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He has been with Janney Montgomery Scott since 2001 and holds Series 63, Series 65, and Series 66 licenses. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Jeffrey Soares is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and bringing 25 years of industry experience. He has worked with Union Financial, Inc. since 2021 and has been with Principal Securities since 2014. Outside of advising, he is involved in selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bryan Reynoso is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Santander Securities, Santander Bank, and Citibank NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers.

Raymond Lee is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding a Series 63 designation and six years of industry experience. He has worked at Eagle Strategies since 2023 and has concurrent roles at NYLIFE Securities LLC and New York Life Insurance Co. since 2021. Outside of his advisory work, he owns Tai Chi Ray, LLC, a fitness and well-being education business. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Tammi Lauder is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private Securities LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Christopher Tortora is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include five years at Voya Financial Advisors and multiple positions at Guardian Life and Park Avenue Securities. He is also involved in advising on term and universal life insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory service.

Helene Rude is a CFP® with three years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. She has been associated with Stratos Private Wealth and LPL Financial LLC since 2018. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Enrico Indelicato III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in developing Cifico, a web-based software that converts financial spreadsheets into animated visuals. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Neal Baumann is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2009. Baumann serves as a board member for Aging in America, Inc., a nonprofit providing services to the elderly. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary strategies and third-party models.

Charles Scarallo is a CFP® with Wealthspire Advisors in Melville, NY, where he has worked since 2016. He has five years of industry experience. Outside of his advisory role, he manages CKAS Equipment LLC, a heavy equipment acquisition business involved in a cooperative rental platform. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, employing an institutional-style asset allocation framework with diverse investment vehicles and ongoing client monitoring.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has five years of industry experience and has also held roles at NYLIFE Securities LLC and New York Life Insurance. His background includes experience with both public-sector positions at the Town of Hempstead and private-sector roles. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of program types tailored to client objectives, with a significant focus on non-discretionary assets and relationships with institutional sponsors.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has extensive experience with related entities, including MirQuest Financial, LLC and Ameritas Life Insurance. Outside of his advisory role, he serves as president of MirQuest Financial, LLC and executive director of MirQuest Insurance Services, LLC, where he is involved in agent recruitment, training, and business planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of portfolio management strategies and investment products across multiple platforms, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Fabiana Coelho is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, BNY Mellon, and Bank of America Merrill Lynch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.