Kevin Curry is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. His career includes roles at New York Life Insurance Company, NYLife Securities Inc., and Eagle Strategies Corp. He was also involved with My Girls LLC from 2013 to 2019. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Susan Forman is a CFP® credentialed financial advisor with 41 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2006. Outside of her advisory role, she serves as an administrative assistant at Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Bailie Slevin is a financial advisor with Guardian Life and holds a Series 66 designation, bringing 12 years of industry experience. Slevin has worked at Park Avenue Securities and Guardian Life in multiple roles since 2007. Outside of advisory work, Slevin teaches a financial literacy class at California State University, Fullerton. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies through proprietary and third-party programs.

Rohit Madan is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the CFP® and ChFC® designations and Series 63 and 66 licenses. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Ling Yan is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior work includes roles at LuminPath Planning, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Worldquant, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through various platforms and employs a combination of passive and active investment strategies aligned with client risk tolerances.

Chelsea Shin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022. Her prior work experience includes roles at Towneplace Suites Cal Expo 24/7 Hotels, Sacramento City College, CSU of Sacramento, and Han's Cleaners. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Harrison Till is a financial advisor at Integrated Wealth Concepts LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Bank of America, and Merrill. Till also operates Till Advisory and Capital Management, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios employing a combination of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach.

Michael Rosell is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Sterling National Bank, and Capital One. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides bespoke discretionary solutions for very large relationships.

Zaki Saoud is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 15 years of industry experience. His prior experience includes roles at Valic Financial Advisors, J.P. Morgan Securities, and PNC Wealth Management. He is the owner of a rental property business, ZAKIS REALTY LLC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plans. The firm’s advisory approach separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Dominic Rafetto is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2012. Outside of advising, he is involved in managing several rental properties through a real estate LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Scarpelli is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. He has been with Citigroup since 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Eli Boussi is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes seven years at UBS Financial Services before joining Rockefeller Financial, where he has worked since 2014. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm combines a Private Advisor model with the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary portfolio management, financial planning, and investment banking services, including offerings unique to enterprise advisors such as broker-dealer registration and alternative investment placements.

David Brown is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including roles at Brown Financial Services since 2012 and Eagle Strategies Corporation since 2001. Brown is also engaged in brokering fixed insurance products for various carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on non-discretionary asset management and fiduciary responsibilities.

Richard Rubenstein is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Guardian Life and its affiliated entities since 1998 and is currently affiliated with Park Avenue Securities. Rubenstein serves as Chairman of the National Board of Directors for Cure SMA and maintains a general law practice as an attorney. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships through a variety of proprietary and third-party platforms.

Victoria Mc Mahon Croce is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at various affiliated Bankers Life entities since 2007 and currently manages and trains new agents as part of her role as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and tax efficiency. The firm integrates investment management with affiliated broker-dealer and insurance services and emphasizes individual client relationships.

Terence Mcglynn is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience and has worked at Guardian Life since 1989, as well as at Park Avenue Securities since 2024. Outside of his advisory role, he is involved with TGM Financial Group, which provides fixed annuity and health insurance sales. Guardian Life’s subsidiary, Park Avenue Securities, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Thomas Garner is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience and has worked with firms including Park Avenue Securities, Equitable Advisors, and AXA Advisors. Park Avenue Securities LLC, where he practices, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Michael Donofrio is a CFP® with 29 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked for multiple overlapping periods since 1997. Donofrio is also the owner of Donofrio Financial Management, LLC, which manages certain insurance commissions unrelated to investments. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party platforms, and a range of financial planning and consulting services.

Michael Burns is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 1996. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Michael Levine is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Guardian Life and its affiliated entities since 2014. Outside of advisory services, he writes property and casualty, health, life, and long-term care insurance. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary programs and investment platforms.