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.

Andrew Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Primerica Advisors. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and offers various programs including discretionary and non-discretionary management options.

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.

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over 16 years at both RDM Investment Services, Inc. and Retirement Design & Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles and strategies.

Ling Yan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Independent Financial Group, Yan worked 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 clientele, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, utilizing both active and passive investment strategies tailored to client risk profiles.

Benjamin Eller is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Blueprint Financial Group, Spire Investment Partners, and Prostar Energy Solutions. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.

Karen Lexow is a Certified Financial Planner® (CFP®) and holds a Series 65 license with 22 years of industry experience. She has worked at Focus Partners Wealth, LLC, The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Michael Clementi is a financial advisor with Key Investment Services LLC holding Series 63, Series 65, and Series 66 credentials and five years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and AXA Advisors, LLC. He also spent 15 years with Phil's Vitamin Company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and utilizes a multi-provider platform with discretionary implementation, integrating services from KeyCorp affiliates to support model due diligence and advisory capabilities.

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 Primerica Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Rubenstein serves as Chairman of the National Board of Directors for Cure SMA and maintains a general law practice. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services. The firm employs a range of proprietary and third-party investment strategies and provides integrated financial planning, retirement consulting, and business advisory solutions.

Terence Mcglynn is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. He also operates TGM Financial Group, focusing on fixed annuities and health insurance sales. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Thomas Garner is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. His background also includes positions at Equitable Advisors and AXA Advisors LLC. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Michael Donofrio is a CFP® professional with 28 years of industry experience, currently with Park Avenue Securities and Guardian Life Insurance Company. He has worked with these firms since 1997 and 2007 respectively. He is also the owner of Donofrio Financial Management, LLC, which handles some insurance commissions and renewals for outside carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a diverse range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

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 at Guardian Life with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and its affiliates since 2014. In addition to his advisory role, he writes property and casualty, health, life, and long-term care insurance. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of proprietary and third-party investment programs with both discretionary and non-discretionary advisory options.

Matthew Ludmer is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He has previously worked at Spire Investment Partners, LLC and currently serves as an Investment Advisor Representative of Spire Wealth Management through the affiliated firm Aligned Wealth. Outside of his advisory role, he founded the Aligned Center, a membership-based community organization focused on personal growth. Concurrent Investment Advisors, LLC is a multi-team 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 using customized, primarily long-term portfolios with ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Maureen Decker is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Penn Mutual Life Insurance Company. Outside of advisory work, she provides tax preparation services and conducts student loan portfolio reviews to evaluate repayment and forgiveness options. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs and financial planning services. The firm combines investment advice with custody, execution, and brokerage capabilities, utilizing both discretionary and non-discretionary management through third-party asset manager relationships.