Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. 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, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Ravi Adimoolam is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operations as a swap dealer and futures commission merchant.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. 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 with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Vanessa Inesti is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and five years of industry experience. She has been with Bankers Life since 2015, serving as both an advisor and a unit field trainer responsible for recruiting and training insurance agents. In this role, she focuses on insurance products including life insurance, Medicare supplements, and long-term care. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.

Carlo Ritaccio is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life since 2024. Outside of his advisory role, he operated Enzo's Pizzeria from 2023 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage, financial planning, and retirement plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a combination of proprietary and third-party investment programs.

Charlie Tarazona is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked previously at Broadridge/Solomon Page and Columbus Delivery. Outside of his advisory role, he is also an independent insurance agent focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary, recommendation-based advice.

Stephen Polizzi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Neuberger Berman and Mass Mutual Life Insurance Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market offerings.

John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Richard Zacharoff is a CFP® and ChFC® with 40 years of experience in the financial services industry. He currently serves with Kestra Advisory and Kestra Investment Services, LLC, and has prior experience with Guardian Life Insurance Company and Mutual of New York. He is also the owner of an insurance business, Richard E. Zacharoff & Associates, LLC, focusing on sales and marketing. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base including large institutional investors and sovereign wealth funds.

Robert Vilbig is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, LLC, NYLIFE Securities, and New York Life Insurance Co. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Thomas Wenthen Jr. is a financial advisor at CWM, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at firms including Noble Wealth Advisors, LPL Financial, and Prospect Financial Services LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios guided by an internal Investment Committee, combining fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Jesse Mistretta is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has prior work experience with New York Life and in legal roles, including at Hollander Law Group and the Nassau County District Attorney's Office. Mistretta holds a Juris Doctorate but is not currently practicing law. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.

Cristina Capone is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, Capone owns and leads a wedding and event planning company. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through a mix of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, employing fundamental, technical, and quantitative analysis with ongoing portfolio monitoring.

Mark Levin is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. Levin also owns and serves as president of Your Personal Broker, Inc., which engages in insurance and investment sales. 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, and a range of managed portfolio programs using both strategic and tactical investment approaches.

Vito Badalamenti is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including long-term roles with Eagle Strategies since 2003 and New York Life since 1988. He is appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Christopher Benton is a financial advisor with Rockefeller Financial LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Rockefeller Capital Management, he worked at Morgan Stanley and Harley Capital. Benton’s background also includes community involvement through roles at the Wakeman Boys and Girls Club and local schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer platform and provides a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Daniel Safranek is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Lincoln Investment Planning, Inc. for 33 years before joining Commonwealth in 2025. Outside of advisory work, he is the owner of Daniel Safranek, LLC, a private entity facilitating securities, advisory, and insurance business. 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 support services, including discretionary model portfolios and customized investment solutions, while offering operational and compliance infrastructure to affiliated advisors.

Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Purshe Kaplan Sterling Investments, and The Wealth Alliance, among others. Ms. Sheppard is dually registered with Purshe Kaplan Sterling Investments and The Wealth Alliance, serving as a non-producing representative for the former. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan services with a focus on fiduciary processes and transparency.

Charles Kateridge is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years each. Outside of his advisory role, he is president and owner of Charles Anthony Enterprises Inc, a corporation for tax purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm’s investment approach combines fundamental, technical, bottom-up, and top-down analysis, offering both discretionary and non-discretionary portfolio management along with specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, Ally Invest Securities, and TD Bank. Gordon serves on the board of directors for New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.