Robert Campbell is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Farther and has previously worked at Ameriprise, Bank of America, and Merrill Lynch. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity involved in investment-related activities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Ulander Ramesar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at M&T Bank and Astoria Federal Savings / Sterling National Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and serving as a security-based swap dealer and futures commission merchant.

Denis O'Leary is a financial advisor at Kestra Advisory with 10 years of industry experience. He has held roles at firms including Morgan Stanley, Hancock Whitney Asset Management and Trust, and First National Bank of Long Island Investment Management. O'Leary holds Series 63 and Series 66 licenses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large institutional investors such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Rachel Stancati is a financial advisor with Citigroup Global Markets in Port Jefferson, NY, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Citibank since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees for manager selection and monitoring.

Jarad Tong is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Bank of America, Merrill, and Citibank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

Daniel Marquardt is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and holds notable roles such as a security-based swap dealer and futures commission merchant.

Akash Bhanti is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at Maxim Group LLC and the New York Institute of Technology. Bhanti also has experience with the John Ondrush Golf & Fitness Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Russel Sands is a financial advisor at Kestra Advisory with 44 years of industry experience. He holds a Series 63 designation and has worked previously at Lincoln Investment and Legend Advisory Corporation. In addition to his advisory role, Sands is an insurance agent involved in selling insurance products tailored to clients' needs. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party managed solutions.

Mark Cirelli is a CFP® and PFS™ with 26 years of experience in financial advising. He is currently with Osaic Advisory Services, LLC and previously spent 15 years at American Portfolios Financial Services, Inc. Outside of his advisory role, he is president of North Shore Wealth Management Advisors, Inc., providing financial planning, insurance, and tax consulting services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various management approaches and platform integrations that support both institutional scale and alternative investment access.

Darren Stevenson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at LPL Financial and New York Community Bank. Outside of finance, he owns So Many Ways Music, a music publishing company. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing a mix of affiliated and third-party managers with a focus on strategic and tactical asset allocation.

Donald Pawluk is a financial advisor with Kestra Advisory Services, holding Series 63, 65, and 66 designations and bringing 22 years of industry experience. He has held prior roles at firms including Pinnacle Family Advisors and Northern Lights Distributors. In addition to his advisory work, he is an agency owner for Goosehead Insurance and DFP Insurance and Financial Services, focusing on property and casualty insurance brokerage. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and utilizes multiple management platforms, including third-party solutions, to support its investment offerings.

Adam Janowski is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and six years of industry experience. He has previously worked at Grant Thornton LLP and is involved in entrepreneurial activities including serving as CEO and coach of the Long Island Goalkeeper Academy, which provides soccer coaching resources to local leagues. He also leads Preston Consulting Inc., offering tax preparation and business consulting services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Nino Colletti is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include lengthy tenures at Charles Schwab and shorter periods at Thrivent Financial and Bankers Life. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and provides access to both traditional and alternative investment solutions.

Connor Hall is a CFP® and holds a Series 66 designation with one year of industry experience. He is currently an Investment Adviser Representative at Kestra Advisory Services, LLC and has prior experience at Coastline Wealth Management. Outside of his advisory role, he works part-time as an independent ice hockey official, officiating games from youth to adult levels. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, serving large institutional investors such as sovereign wealth funds.

Keith Brady is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He is also a partner at South Shore Financial Services LLC, providing accounting and tax preparation services, and serves as an adjunct professor of accounting at SUNY Farmingdale. Additionally, he is a board trustee for Adults and Children with Learning Disabilities, a nonprofit organization supporting individuals with learning disabilities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational support and personalized retirement planning to plan sponsors and participants.

Nicholas Vissichelli is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 license and 12 years of industry experience. He has been with Guardian Life and its affiliate Park Avenue Securities since 2014. Outside of his advisory role, he serves as a board member for the McNamara Charity Golf Outing. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, along with access to insurance products and alternative investments.

Ernest Infante is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Citigroup Global Markets since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research, security pricing, and derivatives services.

Matthew Davis is a financial advisor with Planmember Securities Corporation in Farmingville, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Planmember Securities since 2012 and previously worked at Benham Real Estate Group for 12 years. Outside of his advisory role, he is involved as an agent for Daybright Financial, focusing on investment, insurance, and financial planning activities. Planmember Securities provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Richard Justino is a financial advisor with Planmember Securities Corporation and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Mutual Inc. and its DBA JTeam, where he currently leads a team offering securities and insurance sales and service. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

Curtis Copenhaver is a CFP® and ChFC® affiliated with PlanMember Securities Corporation, with two years of industry experience. His background includes roles at Mutual Inc. and involvement with the Long Island Goalkeeper Academy. He also has experience related to Stony Brook University Women's Soccer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, operating as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.