Michael Clark is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Life Group and Fidelity National Title Insurance Company, where he has been employed since 1993. Outside of his advisory work, Clark is involved in tax preparation services during the tax season. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using both long-term strategies and options for shorter-term trading, combining proprietary and third-party asset management.

Sara Bassiouny is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Wells Fargo and J.P. Morgan. Outside of finance, she operates a handmade crafts business called The Fancy Side. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm generally employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

Massimo Romano is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Janney in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Romano is also a member of the PCN Networking Group of Long Island, a professional organization focused on ethics and professionalism. 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 brokerage, financial planning, consulting, and advisory programs.

Xun Hu is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2023, following roles at J.P. Morgan Securities LLC and Gelivable Agency Services. 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, security pricing, and acting as a swap dealer and futures commission merchant.

Jodi Madonna is a financial advisor at Oppenheimer with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation along with manager selection and portfolio reviews.

Enrico Indelicato Jr. is a financial advisor with Guardian Life, holding a Series 63 credential and bringing 26 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory role, he is involved in providing small group health insurance for businesses with 2 to 50 employees. Guardian Life's Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm delivers customized financial planning and portfolio management through advisor-led discretionary and model-based strategies, combining proprietary and third-party platforms.

Arthur Falkowitz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

John Hardiman is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held roles at Bank of America and Merrill. Janney Montgomery Scott is a large enterprise firm 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 brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Brett Reiss is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is a passive shareholder in a family-owned Subchapter S corporation that owns a warehouse/light industrial building. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage services, financial planning, and various advisory programs.

David Jensen is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Equity Services in 2019, he worked at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his financial advisory role, Jensen is involved in janitorial and handyman services through his position as president of Quanasta, Inc., a business providing janitorial services. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, providing multiple advisory platforms that include the use of third-party asset managers and model portfolios.

Corinne Menacho is a financial advisor at Rockefeller Financial LLC based in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for nine years and Eachwin Capital for two years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment adviser and registered broker-dealer, providing access to a broad range of investment solutions including alternative investment placement and integrated trust and insurance services.

Kevin Reilly is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation along with a Series 63 license. He has eight years of industry experience and has worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

David Feigeles is a financial advisor with Oppenheimer in Melville, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services, including asset management, consulting, and retirement planning, using strategic asset allocation and manager selection on both discretionary and non-discretionary bases.

Gerald Kirschner is a financial advisor at &PARTNERS with 7 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise and BT Americas. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Michael Kinkel is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at David Lerner Associates for a total of 14 years. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

David Greenberg is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and offering 32 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at J.P. Morgan Securities for six years. Greenberg serves on the Stamford Hospital Foundation board, acting as a liaison between the hospital and the local community. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

John Krebs is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Carnegie Investment Counsel. Krebs’s background includes time spent at Syracuse University and Gilmour Academy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Charles Palma is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience and has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2014. Palma also assists clients with Medicare planning to help seniors choose appropriate plans. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Justin Ponella is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. He has worked with Ameritas and affiliated entities since 2011 in various capacities, including his current role at Ameritas Advisory Services since 2021. Ponella is also the managing director of DiPaola Financial Group, where he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, including model portfolios and third-party managers, to deliver tailored asset management and financial planning services.

Aderonke Ayangbesan is a financial advisor with HSBC Securities (USA) Inc. and holds the Series 63 and Series 66 designations. She has 16 years of industry experience and has previously worked at Wells Fargo and Merrill. Ayangbesan is also dual-hatted as a Bank Officer for HSBC Bank (USA) N.A., where she engages in the sale of bank-related products alongside her role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and administrative services.