Eileen Suppo is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she operates as an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures, primarily emphasizing non-discretionary recommendation-based relationships.

Robert Pruett is a financial advisor at Guardian Life with 22 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate to clients’ financial needs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients.

Anthony Pirro is a financial advisor with Money Concepts Capital Corp in Scarsdale, NY, holding a Series 66 designation and over 14 years of industry experience. He also operates Anthony G. Pirro CPA PC, providing accounting and bookkeeping services since 2011. Pirro has been affiliated with Money Concepts Capital Corp since 2006 and has offered accounting and tax services through his own practice since 1981. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory.

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 at Lincoln Investment with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to this, he was with Legend Advisory Corporation and Legend Equities Corporation, and he has served with the Nassau County Police Department since 1986. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor-managed and firm-managed model portfolios, and operates both as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

John Ross is a financial advisor with Primerica Advisors in Rye Brook, NY, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a long-standing association with The Guardian Life Insurance Company since 1995. Outside of his advisory role, Ross is licensed as a health insurance consultant by the New York Department of Financial Services. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services supported by proprietary and third-party investment programs, and it manages approximately $15 billion in regulatory assets under management.

Anders Scapoli is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. He has been with Hightower since 2022 and has prior experience at Westchester Hills Golf Club and Mansion on Broadway. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Jeremiah Buden is a CFP® and ChFC® with 12 years of industry experience. He is currently with Lincoln Investment and has previously worked at Agia and Valic Financial Advisors. He serves on the advisory committee for The Gotham Fund, a nonprofit endowment supporting the Gotham Knights Rugby Football Club. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and operates as both an SEC-registered RIA and a broker-dealer, managing a mix of in-house and third-party investment strategies.

Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Tyler Burns is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. and UBS Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

Benjamin Garcia is a financial advisor with Citigroup Global Markets in Fort Lee, NJ, holding Series 63 and Series 66 registrations and 21 years of industry experience. He has been with Citi since 2011. 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 employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Matthew Alfonzetti is a financial advisor at Farther with seven years of industry experience. He holds the Series 66 designation and has previously worked at Truvium Capital and Truvium Financial. Outside of his advisory role, Alfonzetti 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 a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory–based approach, using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and select independent managers.

John Fitzsimons IV is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and CWM since 2025. Fitzsimons is the owner of Anabasis, Inc., a consulting business, and has served in the US Army National Guard since 2003. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts on a discretionary basis using model portfolios and multiple investment strategies.

Suhwan Jeong is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Jeong has worked at Citigroup since 2015 and has prior experience with Park Avenue Securities and Guardian Life Insurance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including swap dealer and futures commission merchant operations.

Daniel Steinberg is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY, and has one year of industry experience. He has worked with Commonwealth and affiliated firms since 2025. Outside of his advisory role, he is a partial owner and manager of a family LLC that serves as an investment ownership vehicle, where he reviews tax filings and facilitates payments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Donna Hernandez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with the firm since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns a rental property in Hawthorne, NY, which she manages jointly with her husband. Citigroup Global Markets serves a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory and execution services. The firm utilizes multi-asset, multi-manager strategies with comprehensive internal oversight and also provides specialized roles such as swap dealing and futures commission merchant services.

O. Beringer is a financial advisor at Janney Montgomery Scott with three years of industry experience. They hold a Series 66 designation and have worked previously in roles at Convergent 3D, Keystone Fireworks, Stamford Yacht Club, and Darien YMCA. Janney Montgomery Scott is a nationally registered broker-dealer and 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 a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Richard Hassan is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates from 2016 to 2022. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.