Michael Librett is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Alpha Centric Funds, and Guardian Life Insurance Company. Primerica Advisors 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 proprietary model portfolios, third-party managers, and a digital advice platform.

Derrick La Branche Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Columbia Management Investment Advisors and Eaton Vance. He is based in Stamford, CT. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Ryan Cornacchia is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Joseph Gunnar & Co., LLC, Laidlaw & Co (UK) Ltd, and Savills. Cornacchia currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, institutions, and charitable organizations. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary models and third-party strategies, supported by a hybrid digital advisory platform.

Douglas Peters is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with Voya Financial and its advisory affiliate since 2015. Peters serves as president of the Blue Jay Athletic Association at Elizabethtown College, leading efforts to engage alumni in supporting the athletic program. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm provides a variety of financial planning and portfolio management services through multiple program structures, primarily offering non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer registrations.

Matthew Gambino is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James. Outside of his advisory role, he has held various positions in unrelated businesses including the Peter Fruit Company and Southampton Bath and Tennis. 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 sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Colleen Mackenzie Doino is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. She is also involved in two business ventures: Best Day Ever Vacations and Tee to Green Pro Services. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage, financial planning, and advisory programs, combining in-house and third-party asset management with unique custody and trustee services.

Kevin Eghrari is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Brokers International Financial Services since 2023. In addition to his advisory role, he operates Eghrari Wealth Training LLC, where he provides investment coaching and client account management. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, offering advisory and brokerage services through a large network of over 300 independent advisors managing approximately $5.4 billion in assets. The firm employs various investment approaches and supports a range of portfolio management and financial planning services.

Kathrina Mapoy is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC before joining Citigroup in 2019. 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 with in-house research and operates in unique market roles such as swap dealing and futures commission merchant activities.

Bryan Petrucci is a financial advisor with Principal Financial Services based in Melville, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked with several firms, including The AYCO Company, L.P./Mercer Allied, Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. He is also involved in providing retirement planning services to employees separating from companies with ESOP plans through Great Lakes Retirement Plan Consultants. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Michael Bonamarte is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Voya Financial Advisors since 2014 and also serves as president of Hudson Financial Associates LLC, an independent insurance and financial services firm. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary advice rather than discretionary management.

Gregory Eckl is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and nine years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2023. Outside of his advisory work, he leads an annual battlefield tour in Gettysburg and serves on the Board of Advisors at Siena University. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary investment management through proprietary and third-party models.

Richard Ludington Jr. is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary arrangements and multiple program structures including wrap programs and third-party money manager access.

Michael Genduso is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates institutional-scale resources with specialized market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Joseph Torre is a financial advisor with Commonwealth Financial Network holding the ChFC® and Series 66 designations and has seven years of industry experience. He has worked at Commonwealth Financial Network and affiliated financial advisory groups since 2015. Torre is also the owner of J. Torre Wealth Management, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $213 billion in client assets. The firm offers managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios using internal models or through external platforms.

Michael Clementi is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has previous roles at The Prudential Insurance Company of America, Pruco Securities LLC, AXA Advisors, LLC, and Full Spirit Incorporated. Outside of financial services, he was involved with Phil's Vitamin Company for 15 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, providing access to third-party discretionary managers and maintaining supervisory oversight across programs.

Michael Doherty is a financial advisor at Oppenheimer with 49 years of industry experience. He has been with Oppenheimer since 2005 and holds a Series 63 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Peter Klimuszko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds Series 63 and Series 65 licenses. 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 a range of brokerage services, financial planning, and advisory programs.

Juan Garcia is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Tri-Mountain Financial Group, Inc., Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Outside of advising, he is a partner in a corporation involved in real estate investment. 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 representatives. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Brian Williams is a financial advisor with Commonwealth Financial Network based in Islandia, NY. He holds a Series 66 designation and has five years of industry experience. Williams has previously worked at Colarossi and Williams and is involved outside of finance as a bartender. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Maloney is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2011. In addition to his advisory role, he serves as a loan officer arranging residential mortgage financing and is involved in community activities such as serving as president of his homeowners association and as a trustee on a local board of education. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs, including traditional asset allocation and legacy market-timing strategies.