Angel Quito is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Mirador and Northwestern Mutual. 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, along with proprietary research and various investment strategies.

Anthony Croce is a CFP® professional at Hightower Advisors with 12 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Altium Wealth Management and Investmark Advisory Group. Croce also serves as an Infantry Officer and Platoon Leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions with access to both affiliated and third-party managers.

Marc Levin is a financial advisor with Oppenheimer, holding a Series 66 designation and 11 years of industry experience. He has worked at Oppenheimer & Co. Inc since 2017 and previously at Morgan Stanley Private Bank and Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including discretionary and non-discretionary advisory solutions across equity, balanced, and fixed-income portfolios.

Philip Scott is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and 12 years of industry experience. His prior work includes roles at Guardian Life Insurance Company. He is also involved in soliciting the sale of insurance products outside of Guardian’s offerings. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Pasquale Capone is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, he serves as a trustee for a family trust. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Edward Magett is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds a Series 63 credential and has been with GWN Securities since 2015. In addition to his advisory role, Magett is also an independent insurance agent offering life insurance and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs both affiliated and unaffiliated sub-advisers and emphasizes tactical strategies including market-timing and momentum-based approaches in some legacy programs.

Matthew Wade is a financial advisor at Oppenheimer with 14 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following three years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Stephanie Fernandes is a CFP® with seven years of industry experience. She currently works at Mercer Global Advisors Inc. and has previously been employed at Sanford C. Bernstein & Co., LLC, ValMark Securities, Inc., and Verde Wealth Group, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Hai Xia Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various 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, including in-house research and derivatives services.

Stephen Dellibovi is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Northwestern Mutual and Guardian Life Insurance Company. He serves on the board of The Noia Project Inc., a nonprofit organization. Park Avenue Securities provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using both proprietary and third-party model portfolios.

Ross Beck is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and concurrent roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Beck has been involved in various sports organizations, including USA Hockey and the United States Hockey League. Park Avenue Securities LLC, operating as 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 combination of proprietary and third-party investment advisory programs.

Matthew Brady is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, possessing 13 years of industry experience. He has been with Guardian Life since 2012 and joined Park Avenue Securities in 2022. Outside of his advisory role, Brady serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC operates as a broker-dealer and SEC-registered investment adviser under Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of brokerage, financial planning, retirement consulting, and advisory services through proprietary and third-party platforms.

Sherry Cesare is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Cesare has worked at VOYA since 2014 and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise advisory and broker‑dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs investment policy statements and model allocations supported by both in-house and external strategists, offering a range of financial planning, portfolio management, and retirement advisory services through a large network of advisors.

Michael Guiliano is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with The Ayco Company LP since 2014 and is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and charitable organizations. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Richard Basulto is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has seven years of industry experience and previously worked at Mazorra Business Services. He serves as a board member of the New Hyde Park Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of assets managed on a non-discretionary basis.

Joseph Fusaro is a financial advisor at Oppenheimer with 13 years of industry experience. He has been with Oppenheimer since 2014 and previously worked at Merrill for one year. Outside of his advisory role, Mr. Fusaro owns and manages a construction contracting business and an investment property. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. 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 diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and various advisory programs.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. 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, including in-house research and derivatives services.

Jessica Cornejo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Eagle Strategies since 2017 and has held roles with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Outside of her advisory work, Cornejo is a creative writer and author, as well as a seller on the Poshmark app. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types, focusing on both individual investors and plan sponsors within an integrated New York Life affiliate structure.

Shane Fugger is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He previously worked at Rosemark Advisors for four years and has experience outside the financial industry, including roles at Farmingdale State College and Outback Steakhouse. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a broad range of investment and advisory programs across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services and maintains custody of client assets while operating broker-dealer and advisory businesses.