Candace Kearney is a financial advisor at Money Concepts Capital Corp with 25 years of industry experience. She holds a Series 63 designation and has been with Money Concepts since 2008. Outside of her advisory role, she is a therapeutic riding instructor at Horseability and serves as an officer for the charity Project Thank A Cop. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Joseph Falco III is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Ameriprise Financial Services. Outside of advisory work, he has been involved with Slyde Innovations LLC and Quick Ship Office, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Mark Jaffe is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

Gabriel Epstein is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Lion Street Advisors and Kestra Investment Services and maintains a longstanding role with Lighthouse Planning LLC. Epstein is also a minority owner of Lion Street, Inc., a network of life insurance professionals. Integrity Alliance, LLC is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and third-party manager referrals through a combination of discretionary accounts, model portfolios, and sub-advisers on major platforms.

Steven D'Andrea is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with affiliated Ameritas entities since 2014. In addition to his advisory role, he is involved with Dipaola Financial, where he sells life, disability, and annuity insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Anthony Pizzariello is a financial advisor with Principal Financial Services based in Melville, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at T3 Trading Group and Axiom Markets. In addition to advisory work, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Marc Merber is a Series 63-licensed advisor with Primerica Advisors and has 32 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director on his cooperative board in Lynbrook, NY. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various programs and supports discretionary and non-discretionary account management.

Steven Mense is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 31 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and Massachusetts Life Insurance Co. Outside of his advisory work, he owns and operates a real estate business under Judas Enterprises. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients through a variety of investment programs and financial planning solutions.

James Roche is a CFP® and ChFC® with 13 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports diverse account features such as tax harvesting and securities-based lending.

Loron Traina is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Citigroup Global Markets since 1993 and spent 17 years at Morgan Stanley Smith Barney from 2009. 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 supported by internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Jared Jones Crosby is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bank of America and Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management through model or customized portfolios, applying a fiduciary standard to its advisory services.

Jakhongir Yuldoshev is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank, H&R Block, Mini-Circuits, and Westminster International University in Tashkent. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, access to various investment products, and financial planning support through a combination of affiliated and third-party sub-managers.

Christopher Jones is a CFP® professional with 21 years of experience in financial advising. He is currently with Commonwealth Financial Network and Full Spectrum Financial Solutions, having previously worked at Securities America Advisors, Inc. for nearly two decades. Jones also spends a portion of his time involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Matthew Rizzo is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Paris International, MML Investors Services, and Mass Mutual Life Insurance Company. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, compliance, and practice management, enabling advisors to offer customized portfolio solutions and model portfolios through its Investment Management and Research team.

Bryan Carlucci is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northeast Financial Network. Outside of his advisory work, he has entrepreneurial experience with Luigi's Pizzeria. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary programs and third-party investment platforms, managing accounts through various investment strategies and solutions.

Thomas Lynch is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with VALIC Financial Advisors since 2013. In addition to his advisory role, Lynch works as an agent for Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Shengying Li is a CFP® with eight years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors since 2018. Prior to this, Shengying worked at Barclays for 11 years and is also associated with Banyan Path Service LLC. Shengying is engaged in selling insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and a range of insurance and brokerage products.

Devon Yogman is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at several major firms including JP Morgan Securities, Bank of America, Merrill, TD Bank, HSBC Bank, and served six years in the United States Army. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Anthony Ferreri is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as a board member for the Greater Sayville Chamber of Commerce, where he participates in local business advocacy and community activities. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.