Marie Madarasz is a financial advisor at Prosperity Capital Advisors with eight years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisor Networks LLC and C2P Capital Advisory Group, LLC before her current roles. Ms. Madarasz is a presenter and educator on tax-related topics for continuing professional education credits and is a co-author of a book available on Amazon. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individuals, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using mutual funds, ETFs, and alternative solutions, and offers institutional and sub-advisory services.

Alan Lichtenstein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Concorde Asset Management since 2015 and is also involved in residential and commercial real estate sales through Charles Rutenberg Realty. Additionally, he provides continuing professional education credit courses to New York CPAs as an instructor with Alldeb Marketing LLC. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and proprietary and third-party platforms, and it provides ERISA retirement-plan advisory services and participant advice.

Joseph Waters is a financial advisor at Calton & Associates, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and GWN Securities. Waters is also involved in servicing individual senior Medicare supplemental policies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm combines fee-based and commissionable products and delivers tailored investment recommendations through multiple program structures and analytic approaches.

John Corcoran is a financial advisor at Beacon Trust with 10 years of industry experience. He holds a Series 65 designation and has been with Beacon Investment Advisory Services, Inc. since 2015. Beacon Trust provides financial planning, tax preparation, and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and certain business entities. The firm manages approximately $4.3 billion in assets and offers an open-architecture investment platform that includes in-house strategies, separately managed accounts, ETFs, and mutual funds, with a focus on risk diversification and tax-aware management.

John Caffrey Jr. is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Composition Wealth, LLC and has previously worked at Rosemark Advisors, Purshe Kaplan Sterling Investments, and Castle Asset Management. Outside of his advisory role, he serves on the board of the AMAC Foundation, where he assists with business planning and financial education. Composition Wealth provides discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth investors, trusts, and businesses. The firm employs a long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and occasionally options and private funds, managing assets on a discretionary basis.

Luke Morgan is a financial advisor with PlanMember Securities Corporation and holds a Series 63 designation. He has 27 years of industry experience, including roles at Strategic Financial Tax Planning and Mutual Inc., where he also serves as an insurance agent and tax preparer during tax season. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework and the management of risk-based mutual fund portfolios ranging from conservative to aggressive.

Dianne Dittmar is a financial advisor at Equity Services, Inc. with 35 years of industry experience. She holds a Series 63 designation and has been with Equity Services and National Life since 2012. In addition to her advisory role, she is involved in insurance sales, including Medicare Advantage and supplement plans, as well as fixed insurance products covering life, health, disability, and long-term care. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that utilize third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Edwin Murphy Jr. is a financial advisor with Equity Services, Inc. and holds a Series 63 designation. He has 30 years of industry experience, including a concurrent role at National Life Insurance Co since 1995. Outside of his advisory work, he serves as president of Edwin J. Murphy Inc., a tax preparation and accounting services business. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, with a mix of long-term strategies and options for shorter-term trading.

Brandon Mangan is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2025, he worked at Bank of America N.A. and Merrill from 2021 to 2024. He also has experience in education and collegiate athletics, having worked at Island Trees High School and Major League Lacrosse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique institutional capabilities, including in-house research, security pricing, and roles as a security-based swap dealer and futures commission merchant.

Brian Buglino is a financial advisor at Equity Services, Inc. with 30 years of industry experience. He holds the Series 63 designation and has worked at National Life Group, MML Investors Services, and Mass Mutual Life Insurance Company. Buglino also sells fixed insurance products through various carriers as an agent with United Financial Alliance. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes a mix of third-party asset managers and model portfolios with both long-term and shorter-term strategies.

Angelo Buonomo is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has operated his own CPA practice focused on personal income tax preparation since 2010. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios to combine long-term strategies with options for shorter-term trading.

John Spoleti is a financial advisor with Primerica Advisors and holds Series 63, 65, and 66 licenses. He has 31 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is involved with a firm that sells fixed life insurance products. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending and donor-advised funds.

Anthony Martins is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and J.P. Morgan Bank N.A. Outside of his advisory role, he is a partner in My Favorite Beverage LLC, a marketing affiliate focused on maintaining an e-commerce website. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and arrangements.

Richard Linden is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with Equity Services, Inc., where he has worked since 2018, and has prior experience at National Life and Ameriprise Financial Advisors. Linden is also involved in the sale and service of fixed insurance products through his associated ventures, Fifth Gen Financial and Eastern Advisory Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Anthony Sce III is a CFP® with over 42 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held leadership roles in several related businesses, including Executive Insurance & Financial Services Inc. and EIFS of Florida, Inc. Outside of his advisory work, he serves as the security chair for The Moorings Board Homeowners Association in East Islip, NY. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, and institutional clients through a network of independent advisers. The firm offers both advisory and brokerage services and utilizes a combination of custodians, third-party money managers, and platform programs to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

Eugene Tournour is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. Prior to joining Bankers Life Advisory Services in 2021, he worked at Princor Financial Services Corporation and Principal Life Insurance Company. He is also appointed as an insurance agent for Bankers Life & Casualty Company, selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting, employing a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management. The firm operates as part of CNO Financial Group and offers both wrap and non-wrap programs through affiliated broker-dealer and insurance entities.

Richard Knuth is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, Ameriprise Financial Services, and Investment Professionals, Inc. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research, derivatives services, and bespoke solutions for large clients.

David Massa is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including 19 years at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across several wealth segments, offering a broad set of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Michael Conlin is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Northport, NY. He has three years of industry experience, including his current role at Valic Financial Advisors and prior work with Agia. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Melissa Narine is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Citibank since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.