Leopoldo Matarazzo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Matarazzo is involved in estate planning through his own law office and consults on estate and business succession plans with Wiss & Company, LLP. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Mark Jaffe is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 using internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

Michael Pak is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a silent investor in Pinetree Enterprises LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Louis Margro is a financial advisor with Eagle Strategies (NY Life) holding ChFC® and Series 63 credentials and has 27 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and concurrently operates Summit Wealth Solutions & Insurance Services and Nylife Securities Inc., maintaining a longstanding relationship with New York Life Insurance Company since 1997. His other business activities include brokering health, life, fixed annuities, disability, and property and casualty insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations delivered via multiple program types, with a majority of its assets managed on a non-discretionary basis.

Kenneth Harper is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 credential and 23 years of industry experience. He has previously worked at LPL Financial, Invest Financial Corp., and Booth Financial Associates. Harper serves as a board member and bookkeeper for the Newtown Rotary Club Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Christopher Jones is a CFP® professional with 21 years of experience in financial advising. He is currently with Commonwealth Financial Network and Full Spectrum Financial Solutions, having previously worked at Securities America Advisors, Inc. for nearly two decades. Jones also spends a portion of his time involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Edward Cleary is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a wide range of investment advisory programs and broker-dealer execution and custody services, employing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

Jordan Strickland is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior work includes roles at LifeCare Diagnostic Imaging and Changebridge Medical Associates. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Jay Choi is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2005. In addition to his advisory role, he is president of JC Financial Group, Inc., which provides tax accounting, filing services, and property and casualty insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management.

Bryan Carlucci is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northeast Financial Network. Outside of his advisory work, he has entrepreneurial experience with Luigi's Pizzeria. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary programs and third-party investment platforms, managing accounts through various investment strategies and solutions.

Devon Yogman is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at several major firms including JP Morgan Securities, Bank of America, Merrill, TD Bank, HSBC Bank, and served six years in the United States Army. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Ralph Margel is a CFP® with 39 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2004 and was previously with Margel Wealth Management from 1991 to 2026. He currently is affiliated with Omnica Wealth since 2026. 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 over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Jeffrey Sutton is a CFA® charterholder with 22 years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having joined in 2024. His prior experience includes roles at Citigroup and Oppenheimer. He serves on the State Street Investment Management Advisory Council, providing insights on client challenges and product feedback. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Matthew Gruseke is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Bienville Capital Management, Keefe, Bruyette & Woods Inc, and Fieldpoint Private Securities LLC. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, additionally operating as a registered broker-dealer that provides placement and investment banking services.

James Foti is a CFP® professional with 37 years of industry experience, currently serving with Primerica Advisors and Park Avenue Securities. His prior roles include positions at Guardian Life Insurance Company from 2015 to 2018 and ongoing affiliations with Guardian Life and Park Avenue Securities since 2018. In addition to his advisory work, he occasionally implements insurance products outside of Guardian to meet client needs. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a variety of investment strategies and account services.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

David Gabay is a CFP® professional with 43 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several firms including Commonwealth Financial Network, Cetera Advisors LLC, and Investors Capital Corporation. Gabay also operates a business under the name Pinnacle Planning Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management approaches and platforms.

Anthony Macaluso is a financial advisor at OSAIC with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked with Woodbury Financial Services and Capital One Investment Services. Outside of his advisory role, Macaluso is the founder of NILSOLUTIONS, a company developing a cyber security brand protection platform focused on digital identity in the age of AI. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs advanced asset-allocation tools and supports a broad range of investment vehicles and third-party managed-account solutions.

Nishant Sharma is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He offers guidance on various aspects of financial planning, including investing, retirement planning, and savings for unexpected events. Additionally, he facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Nishant holds a Bachelor's Degree and a Master of Business Administration (MBA) from Guru Nanak Dev University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His approach centers on identifying what matters most to clients and their families to craft strategies that align with their financial objectives.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. His practice specializes in providing custom wealth management services, strategies, and advice for senior executives and families navigating significant life events and transitions. The group has been recognized on Barron's Top 50 Private Wealth Management Teams list and is known for advising clients on a range of areas including investment management, wealth transfer, credit, philanthropy, and family office services. Anthony's expertise includes concentrated wealth management and estate planning aimed at preserving wealth across generations while enhancing diversification. Anthony began his career with Merrill in 2007 and has earned multiple accolades, including being listed as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes from 2017 through 2023 and recognized among the Top 40 Advisors under 40 by Financial Planning Magazine in 2022 and 2023. He holds a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as an MBA in Management, both from Iona College. He also maintains the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. Outside of his professional work, Anthony is involved in his community as a member of the Iona University Alumni Board and has served on the Board of Trustees for John S. Burke Catholic High School. His personal interests include basketball, boating, reading, writing, and spending time with his family.