Christopher Walkley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held various roles at Morgan Stanley entities from 2008 to 2017. Janney Montgomery Scott LLC 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, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Lidia Velazquez is a CFP® professional with 21 years of experience in the financial industry. She has been with Citigroup Global Markets since 2012, where she holds multiple securities licenses including Series 63, 65, and 66. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, clearing, and derivatives services.

William Witt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds the Series 63 designation. 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, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Gordon Williams is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Quasar Distributors, LLC and Otter Creek Advisors, LLC. 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, providing a range of advisory, execution, and custody services.

Caleb Pointdujour is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to his current role beginning in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios through its TD Managed Portfolios and related offerings.

Donna Mannarino is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has held her current position since 2007. Her credentials include the Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a large institutional scale with specialized market roles.

Adam Nalewajek is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, Prosperian Wealth Management, and Altium Wealth Management. Adam has been with Hightower Advisors since 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of affiliated and third-party managers along with proprietary research and multi-manager solutions.

Elliott Waller is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Levin Capital Strategies for twelve years. 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 employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles including swap dealing and futures commission merchant activities.

Lisa Brule is a CFP® professional with 28 years of industry experience, currently affiliated with Janney Montgomery Scott where she has worked since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-leader for a local Girl Scout Daisy Troop in Massapequa, NY. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Matthew Neugebauer is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and offers solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and various specialized market roles.

David Degraff is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 1991. 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 clientele including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Paul Sciacca is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He is also president of NAIFA NY, where he oversees government relations and advocacy for insurance and financial advisors. His prior and concurrent roles include positions at Wealth Conservation Group, Inc., Pinnacle Strategies Inc., Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides advisory solutions through various program types, with the majority of assets managed on a non-discretionary basis.

Laura Medigovich is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Janney Montgomery Scott since 2019, following 11 years at M&T Bank and M&T Securities. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Yeong Keng Chien is a CFP® professional with 20 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. since 2016. He also holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program types, offering both client-directed and fully discretionary investment options. The firm’s investment process incorporates global asset management resources and uses a range of risk profiles while managing conflicts through established policies and disclosures.

Roodmy Cesar is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill, Equity Services, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth private clients. The firm uses a mix of strategic and tactical asset allocation with investments from both affiliated and third-party managers and provides ongoing portfolio management, financial planning support, and custody through third-party custodians.

Jordan Davis is a CFP® professional based in Glen Cove, NY, currently serving as a financial advisor with Creative Planning. He has approximately four years of cumulative industry experience, including prior roles at Centura Wealth Advisory. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Andrew Gozinsky is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1998. Gozinsky holds a Juris Doctor degree, although he is not an active member of the New York State bar. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Gregory Galef is a CFP® with over 23 years of experience in the financial services industry, currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets.

Gary Liskow is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 37 years of industry experience. He has been with Equity Services, Inc. and National Life since 2008. Outside of his advisory role, he is president of Gary P. Liskow Corp., where he sells life, disability, health, and long-term care insurance. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Kristin Fletcher is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Neuberger Berman, LLC for 24 years. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management through a range of in-house and third-party resources. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and offers access to alternative and private investments.