Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His career includes roles at Ameritas and Empire Financial Partners, as well as ownership and leadership positions in multiple business ventures, including Integrated Hr, Inc. and Direct Care Carrier, LLC, a transportation service for home care agency employees. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning services through various program platforms and a broad product set.

Joseph Dominguez is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NY Life Securities LLC and New York Life Insurance Company since 2025. Outside of his advisory role, Mr. Dominguez has experience in education, having worked at several institutions including Pace University and Westchester Community College. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Adam Rude is a CFP® professional with over 22 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2017 and concurrently associated with LPL Financial, LLC since 2004. His other activities include involvement in insurance sales and financial planning through operations linked to the Lob Planning Group. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a wide range of financial planning and investment solutions through an open-architecture platform integrating multiple third-party managers.

Justin Kimmel is a financial advisor with Eagle Strategies (New York Life) and holds Series 66 and Series 63 licenses. He has four years of industry experience and has been affiliated with New York Life and its related entities since 2021. Prior to his advisory career, he worked in catering and held positions in education. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, primarily through non-discretionary assets, and emphasizes tailored recommendations aligned with client and plan sponsor objectives.

Bruce Lombardi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rockefeller Capital Management since 2011. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer of the Rotary Club of Oyster Bay. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Adam Cline is a CFP® and ChFC® with 28 years of industry experience, currently serving at Guardian Life since 2012. He holds Series 63 and Series 65 licenses and engages in additional investment-related insurance activities outside of Guardian Life. Guardian Life operates through its subsidiary Park Avenue Securities LLC, providing brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at various companies including Payarc LLC and Laguna Beach Sober Living, the latter reflecting involvement in the recovery services sector. 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 including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Michael Savage is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its institutional scale and specialized market roles.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Steven Wagner is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked with multiple entities within HSBC and Investors Bank since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment options. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with fund diligence and ongoing monitoring, serving a diverse client base through various specialized program types.

Alexander Tantleff is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank since 2020. His prior experience includes roles at AXA Advisors and J.P. Morgan from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting a broad spectrum of client needs from workplace accounts to ultra-high-net-worth portfolios.

Sean Paton is a Series 66-credentialed advisor at Guardian Life with one year of industry experience. His prior roles include positions at Northeast Financial Network and Tocqueville Asset Management. Outside of finance, he serves as a coach for the Checkmate Lacrosse Club, a travel lacrosse program on Long Island. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated lending options.

Yahaira Tejeda Garcia is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2024 and has experience working at New York University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates institutional-scale resources with unique market roles and arrangements.

Naveen Joshi is a financial advisor at Guardian Life with 37 years of industry experience. He holds the Series 63 designation and has been associated with Guardian Life since 2004, as well as Park Avenue Securities since 2015. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions tailored to client needs.

Janet Hayes is a financial advisor at Oppenheimer with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Hayes serves as a trustee of the Louis J. & Doris Lombardi Foundation. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Christopher Walkley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held various roles at Morgan Stanley entities from 2008 to 2017. 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, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Lidia Velazquez is a financial advisor with Citigroup Global Markets, holding CFP® and several securities licenses (Series 63, 65, 66). She has 22 years of industry experience, including 14 years at Citigroup Global Markets. 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 and maintains notable institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

William Witt is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2005. 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 high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients through brokerage services, financial planning, and advisory programs.

Gordon Williams is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Quasar Distributors, LLC and Otter Creek Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a range of advisory, execution, and custody services.