Anthony Ferreri is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for the Greater Sayville Chamber of Commerce, where he participates in local business advocacy and community activities. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Goldsmith is a CFP® with 35 years of experience in financial advising. He is currently with Private Advisor Group, LLC and has a long tenure at LPL Financial dating back to 2007. Outside of advising, he is involved in seasonal tax preparation through Investax, Inc. and provides fixed life and health insurance through a general agent. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Christopher Castellano is a CFP® professional with 14 years at Wealthspire Advisors and five years of industry experience. He is based in Melville, NY, and has spent his career with Wealthspire Advisors since 2012. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate and pension plans, nonprofits, and foundations, employing an institutional-style asset allocation framework overseen by an investment committee.

Matthew Newfield is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 66 and Series 63 credentials and has two years of industry experience. Prior to joining Eagle Strategies, he has worked at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Kevin Cohen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2019, following prior roles at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and unique market roles.

Gasan Abdulaev is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2010. 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 combines large institutional scale with unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Matthew Pascale is a financial advisor with Hightower Advisors holding a Series 66 license and four years of industry experience. He previously worked at Fidelity Investments and State Farm Insurance Company. Outside of his advisor role, he is the owner of Nxt Lvl Ventures LLC, a non-investment related business. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and diverse investment vehicles.

Pauline Healy is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Eagle Strategies since 2018 and has simultaneous roles with NYLIFE Securities LLC and New York Life Insurance Company since 2012. Outside of her advisory work, she serves as a trustee on the Queens Library Board of Trustees. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Peter Nielsen is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He has held his current position since 2007. His credentials include the Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across several segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Robert Miraglia is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a landlord for rental properties in Hampton Bays and Flushing, New York. 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 and combines large institutional scale with specialized market roles, including in-house research and security pricing.

John Harmatuk is a CFP® professional affiliated with Voya Financial Advisors, Inc., with six years of industry experience. He has previously worked at Decisional Wealth Advisors LLC, Pinnacle Investments, LLC, Passive Capital Management, LLC, Community Bank, N.A., and Dermody Burke & Brown, CPAs. Outside of his advisory role, he co-founded a tax preparation business and is involved in several small business ventures including insurance sales. Voya Financial Advisors, Inc. serves a range of clients including individuals, retirement plans, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm utilizes a combination of model portfolios, affiliated investment strategies, and third-party managers, delivering advice primarily on a non-discretionary basis.

Michael Arabio is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved as a marketing affiliate linking products to the Amazon website. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Gabay is a CFP® professional with 43 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several firms including Commonwealth Financial Network, Cetera Advisors LLC, and Investors Capital Corporation. Gabay also operates a business under the name Pinnacle Planning Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management approaches and platforms.

Anthony Macaluso is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked with Woodbury Financial Services and Capital One Investment Services. Outside of his advisory role, Macaluso is the founder of NILSOLUTIONS, a company developing a cyber security brand protection platform focused on digital identity in the age of AI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports a broad range of investment vehicles and third-party managed-account solutions.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

Jennifer Zanfardino is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and was previously with Morgan Stanley Wealth Management from 2018 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Abigail Nepomuceno is a financial advisor at Charles Schwab with 17 years of industry experience. She holds a Series 66 designation and has worked at TD Ameritrade for 18 years before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Stephanie Panayiotou is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. She has worked at J.P. Morgan Securities LLC since 2018 and has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc. and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Xavier Allen is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2015. Outside of his advisory role, Allen serves as head coach for a girls' travel basketball program, coaching 10th-grade players. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient recommendations through a centralized consulting team.