Anthony Bertrami Jr. is a financial advisor with Primerica Advisors, holding 48 years of industry experience. He has also worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies.

Christopher De Carolis is a CFA® charterholder and holds a Series 66 license. He has three years of industry experience and is currently with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement, he worked at Kings Point Capital Management for seven years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Shaby Katz is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Jefferies LLC since 2018 and previously at Ipreo from 2016 to 2018. Katz is based in Purchase, NY, and is affiliated with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to support portfolio construction and ongoing management.

Kevin Furnaros is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co Inc since 2020. Prior to his advisory role, he was associated with Norwalk Community College from 2016 to 2019. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Nadine Lee is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with The Colony Group, LLC since 2013. Lee holds a Series 63 license and is based in Greenwich, CT. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Oliver Davis is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and has experience from the University of Rhode Island. Davis also operates as an independent insurance agent and is involved with Davis & Roche Wealth Management. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, primarily delivering advice via non-discretionary recommendations.

Tianning Li is a CFP® professional with four years of experience at Transamerica Financial Advisors. He has held roles at DataDog as a senior software engineer and previously worked at Uber Technologies and Tower Research Capital. In addition to his financial advisory work, Li has been involved as an independent travel insurance agent and a college planning consultant. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers to implement investment strategies and offers a range of advisory and brokerage services through multiple program platforms.

Kenneth Cusick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 1998. His other business activities include insurance services unrelated to Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Elyse Wels is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley in various capacities from 2014 to 2024 before joining Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with investment management, consulting, and retirement planning, using strategic asset allocation and manager selection across multiple investment vehicles.

Connor Hughes is a financial advisor with Principal Financial Services in Melville, NY. He holds Series 63 and Series 65 credentials and has two years of industry experience, including prior roles at Mutual of America Financial Group. Outside of advising, he has worked in ocean rescue and holds an insurance sales position focused on life, disability, annuities, health, and Medicare-related products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

David Llanos is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has been with CitiGroup Global Markets Inc. since 2008. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and operation as a swap dealer and futures commission merchant.

Joseph Long is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Primerica Advisors since 2013. Long also serves on the Board of Directors for the Union College NYC Alumni Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Gary Blum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2022. Outside of his advisory role, he is involved in selling outside insurance products and serves as a contingent trustee for family trust services. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates a mix of proprietary and third-party investment models.

Michael Tanney is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including an 11-year tenure at Bank of America Merrill Lynch. Outside of his advisory role, he manages a real estate property as a non-agent owner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

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, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked in real estate management and brokerage, including roles with EHOUSE Realty & Management and the General Services Administration, where he managed federal government construction projects. In addition to his advisory work, he is involved in real estate brokerage activities. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm manages discretionary and non-discretionary assets across various client types, including individual investors, pension plans, and charitable organizations.

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 Montgomery Scott since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory programs.

Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and 22 years of industry experience. His prior experience includes nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust, a role unrelated to his investment activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and institutional clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including model portfolios and a hybrid digital advisory solution.

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.