Scott Tasch is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Mass Mutual Insurance Company and Altium Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Kevin Kong is a financial advisor with Transamerica Financial Advisors in Great Neck, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Transamerica, he worked with Tiger Realty Group and WFGIA. Outside of advising, he is a real estate agent with EHOUSE Realty & Management and works as a project manager for construction activities with the General Services Administration. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs and supports clients through affiliated retirement and recordkeeping entities.

Brett Vetensky is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2019. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. 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 range of clients and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and 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 educational services.

Kristin Persad is a financial advisor with Citigroup Global Markets who holds the Series 63 and Series 66 designations and has 10 years of industry experience. She previously worked at Capital One Investing, Bank of America, and Merrill. Outside of her advisory role, she teaches voice lessons and performs at church organizations and theaters. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealer, and futures commission merchant functions.

Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 14 years of industry experience. His work history includes roles at GWFS Equities, Inc., and entrepreneurial activity with Hashim Design NYC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Robert Pruett is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience and has worked continuously with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending solutions.

John Curry is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has been with Eagle Strategies since 2013 and has longstanding tenure with Nylife Securities Inc. and New York Life Insurance Company dating back to 1995. Outside of his advisory role, he is a passive investor in non-investment related business entities. Eagle Strategies serves both individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Eric Wolfe is a financial advisor at Equity Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, New York Life Insurance Co, and NYLife Securities, LLC. Outside of his advisory role, he is the managing director and head of training at Wealthbridge Financial, where he is involved in recruiting, developing, and training agents. Equity Services, Inc., operating 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 that combine long-term strategies with options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Kenneth Fliegel is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2019. Prior to that, he was with Legg Mason & Co., ClearBridge Investments, and Legg Mason Investor Services from 2005 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealer and futures commission merchant operations, and specialized lending and discretionary solutions for very large clients.

Louis Ferrara Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. In addition to his financial career, he has served with the Nassau County Police Department for over 40 years. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes a combination of advisor-led consulting, model portfolios, and third-party managers, supported by an in-house Investment Management & Research team.

John Ross is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been associated with Guardian Life and its affiliated companies since 1995, including 27 years specifically at Guardian Life. Outside of his advisory role, he is licensed as a health insurance consultant and engages in insurance product activities beyond those offered by Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Anders Scapoli is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. He has been with Hightower since 2022 and has prior experience at Westchester Hills Golf Club and Mansion on Broadway. 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 across various investment vehicles and strategies.

Aubrey Monette Padilla is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials and two years of industry experience. Their career includes roles at New York Life and NYLIFE Securities LLC, as well as previous experience at AGM Ventures and Generika Drugstore. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors, institutional sponsors, and retirement plans, delivering tailored advice primarily through non-discretionary asset management within an integrated New York Life affiliate structure.

Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Susan Russo is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She has worked with a range of firms including Allegiant Divorce Solutions and Thomas Elliott & Company. Russo is a certified divorce financial analyst and provides financial planning and support for individuals undergoing divorce through her own practice, Susan Russo Financial. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a variety of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and third-party managers across multiple program platforms.

Guozhen Zhao is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at HSBC Bank USA NA, HSBC Securities USA Inc., Noble Fertility Center, and Prudential affiliate firms. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers.

Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Tyler Burns is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. and UBS Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions.

Benjamin Balkaran is a financial advisor with Voya Financial Advisors, Inc. in Melville, NY. He holds a Series 66 designation and has six years of industry experience, including prior roles at Optum and CDL. He also operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-driven tools to manage both non-discretionary and discretionary accounts.