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 10 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). She has been associated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory work, she serves as a board member of the Young Israel of Jamaica Estates synagogue, where she participates in decisions regarding the organization's wellbeing and security. 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 primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dowens Nicolas is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Manhattan University and Varonis Systems. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through a financial planning service integrated with Empower’s recordkeeping and administrative platforms.

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.

Michael Sweeney is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Trinity Health of New England, Burgerology, Pennsylvania State University, Churchill's Restaurant, and Chaminade High School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at an institutional scale with specialized market roles.

Irene Kosik is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Oppenheimer since 2016. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored by program and advisor, including strategic and tactical asset allocation and manager selection.

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.

Leonard Rappe is a financial advisor with Primerica Advisors and holds the PFS™ designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a trustee for the Seymour M. Feinstein Trust, assisting in estate planning matters. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering financial planning, retirement consulting, and business 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.

James Scheidel Jr. is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and 23 years of industry experience. He has worked at Voya since 2014 and has also been associated with Anthony Izzo & Associates since 2012. Outside of his advisory roles, he is an independent insurance agent involved in fixed insurance sales. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a wide range of clients, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs, and combines an advisory platform with an active broker-dealer distribution model.

David Greengold is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 32 years of industry experience. Prior to joining VOYA in 2014, he has been involved with Pension Actuarial Consultants, Inc. since 1987. Outside of his advisory role, he is a general partner in a real estate investment entity focused on rental property in the U.S. Virgin Islands. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a combination of advisor-led programs, third-party money manager accounts, and brokerage products, utilizing both discretionary and non-discretionary investment approaches.

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.

Joseph Falco III is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Ameriprise Financial Services. Outside of advisory work, he has been involved with Slyde Innovations LLC and Quick Ship Office, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Mark Jaffe is a financial advisor at Citigroup Global Markets with 36 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 range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

Steven D'Andrea is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with affiliated Ameritas entities since 2014. In addition to his advisory role, he is involved with Dipaola Financial, where he sells life, disability, and annuity insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Anthony Pizzariello is a financial advisor with Principal Financial Services based in Melville, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at T3 Trading Group and Axiom Markets. In addition to advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty 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.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Marc Merber is a Series 63-licensed advisor with Primerica Advisors and has 32 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director on his cooperative board in Lynbrook, NY. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various programs and supports discretionary and non-discretionary account management.

Steven Mense is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 31 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and Massachusetts Life Insurance Co. Outside of his advisory work, he owns and operates a real estate business under Judas Enterprises. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients through a variety of investment programs and financial planning solutions.

James Roche is a CFP® and ChFC® with 13 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports diverse account features such as tax harvesting and securities-based lending.

Jared Jones Crosby is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bank of America and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers 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 combines point-in-time financial planning with ongoing portfolio management through model or customized portfolios, applying a fiduciary standard to its advisory services.