Kevin Furnaros is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Norwalk Community College. 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 broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Anthony Trimboli is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life for the majority of his career. Outside of his advisory work, he operates Trimboli Basketball LLC, which offers camps, clinics, and training for young basketball players. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment platforms.

Nadine Lee is a CFP® and PFS™ with 13 years of industry experience. She has worked at The Colony Group, LLC since 2013. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Oliver Davis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent time at the University of Rhode Island. He is also an independent insurance agent and a partner in a small business handling technology issues. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by offering financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to manage client assets, primarily through non-discretionary relationships.

Joseph Palumbo is a financial advisor at Farther with five years of industry experience. He has previously worked with Truvium Capital Partners, LLC and Truvium Financial. Palumbo is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs and mutual funds.

Javier Villavicencio is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Citizens Securities in 2026, he worked at JPMorgan Chase Bank, N.A. from 2023 to 2026 and J.P. Morgan Securities LLC from 2021 to 2026. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform focused on ETF portfolios and a Managed Account program.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Ashley Schexnaildre is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs since 2019, following roles at United Capital Financial Advisers. Additionally, she serves as a trustee of a family trust, a role involving limited duties outside of investment activities. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, leveraging integrated expertise across the broader Goldman Sachs organization.

Joseph Long is a financial advisor with Guardian Life in Rye Brook, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he serves as a board member for the Union College NYC Alumni Club. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes advisor-led discretionary management combined with model-based strategies and provides access to proprietary and third-party advisory solutions.

Gary Blum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2022. Outside of his advisory role, he is involved in offering life, disability, long-term care, and annuity products with other carriers. 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, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Michael Tanney is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He previously worked at Bank of America Merrill Lynch from 2013 to 2024 before joining Charles Schwab and Schwab Wealth Advisory. Outside of his advisory role, he owns and manages a condominium rental property. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, with client-tailored recommendations and executed trades authorized by clients.

Judith Havard is a CFA® charterholder with 17 years of industry experience. She is currently with Stratos Wealth Partners, Ltd., where she has worked since 2026. Prior to joining Stratos, she spent 17 years at Yhb Investment Advisors Inc. and one year at Johansen Group, Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that supports independent adviser representatives and offers customized portfolio management with an open-architecture investment approach.

Scott Tasch is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Mass Mutual Insurance Company and Altium Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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 a range of financial planning, consulting, and educational services.

Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 14 years of industry experience. His work history includes roles at GWFS Equities, Inc., and entrepreneurial activity with Hashim Design NYC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Eileen Suppo is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of her advisory role, she operates as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of representatives, utilizing a combination of in-house and third-party strategies and technology-enabled tools.

Robert Pruett is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience and has worked continuously with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending solutions.

Whitney Bullard is a financial advisor at TIAA-CREF with CFP® and Series 66 designations. Based in Stamford, CT, Whitney has been with TIAA since 2015 and with TIAA-CREF since 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Kenneth Fliegel is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2019. Prior to that, he was with Legg Mason & Co., ClearBridge Investments, and Legg Mason Investor Services from 2005 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a 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, including in-house research and security pricing, swap dealer and futures commission merchant operations, and specialized lending and discretionary solutions for very large clients.

Louis Ferrara Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. In addition to his financial career, he has served with the Nassau County Police Department for over 40 years. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes a combination of advisor-led consulting, model portfolios, and third-party managers, supported by an in-house Investment Management & Research team.