Anthony Cucinotta is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2022. Outside of his advisory roles, he operates Windham Financial Services, where he sells individual and small group health products. Park Avenue Wealth Management, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and a variety of investment advisory programs.

Alison Longstreet is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with New York Life Insurance Company and affiliated entities since 2013 and operates under the Genovese Associates dba to sell New York Life products and broker non-registered insurance products. Alison is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Paul Cheng is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. His prior experience includes roles at Lifestyle Strategies Inc. and World Financial Group, INC. Outside of advisory work, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory platforms such as Transamerica ONE and the TFA365 Advisory Program.

Ryan Denault is a financial advisor at Oppenheimer with eight years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2019, he worked at Merrill, Strategic Financial Solutions, and AXA Advisors. Outside of his advisory role, he participates in a business referral networking group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Andrew Morales is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2018. Prior to that, he was employed at Scottrade Investment Management and Scottrade, Inc. Outside of his advisory work, he delivers packages for Amazon Flex. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including model portfolio management and customized portfolio solutions under a fiduciary standard.

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Shiraz Zaidi is a financial advisor with Kestra Advisory in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and is also associated with Coastline Wealth Management as a financial advisor. Outside of his advisory roles, Zaidi is involved in various business ventures including consulting and logistics, and he holds ownership interests in several real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments through comprehensive due diligence and serving large institutional investors, including sovereign wealth funds.

Randi Speedling is a financial advisor with Sanctuary Advisors, LLC in New York, NY, holding Series 63, 65, and 66 credentials and 20 years of industry experience. Prior to joining Sanctuary Advisors in 2026, she worked at Morgan Stanley for five years and Wells Fargo Clearing for three years. She also serves as a notary public in New York. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisers with a range of portfolio management options and employs multiple analytical approaches, acting as a fiduciary when an advisory agreement exists.

Philip Capell is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously spent over two decades at Piermont Wealth Management Inc. In addition to his financial advising career, he provides minimal legal services through his own practice, Philip J Capell P.C. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment process combining passive and active management with quantitative, momentum, and fundamental analysis.

Eric Ferguson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Citizens Securities Inc since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

George Fiederlein is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2025. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors, among other firms. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs and services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Bertrand Thomas is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation and Transamerica Financial Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping platforms and include point-in-time financial plans and optional managed accounts.

Daniel Ifraimov is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes positions at SEI Novus, Corporate Fuel Advisors, and JP Morgan Chase. 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, providing a range of advisory programs alongside broker-dealer execution and custody services.

David Muccia is a financial advisor at First Manhattan Co. LLC with 23 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2007. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings and third-party passive funds tailored to client objectives.

Marlen Katz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, Na, as well as at Citi. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by extensive in-house research and unique market roles.

Mark Rossi is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. He previously worked at RiversEdge Advisors, LLC and NAXION Research and Consulting. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jenny Kho is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. She has 43 years of industry experience, including long-term roles at New York Life Insurance Company and Nylife Securities Inc. She also operates Kho Financial Group, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a significant portion of its assets on a non-discretionary basis within the New York Life affiliate structure.

Tyler Williams is a financial advisor at Primerica Advisors with a Series 66 designation and two years of industry experience. He has worked at Park Avenue Securities since 2023 and Guardian Life Insurance Company since 2022. Prior to his financial services career, he was employed at Boston College and Locust Valley High School. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Sarah Lee is a Series 66-registered financial advisor with Citigroup Global Markets, where she has worked since 2021. She has three years of industry experience and has previously held positions at Quest Trust Company and Solomon Agency Corp, as well as retail experience at Nordstrom. 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, providing a broad range of advisory, execution, and custody services.

John Paduano is a financial advisor with Focus Partners Wealth, LLC in New York, NY, holding four years of industry experience. He worked at New Providence Asset Management for 16 years before joining Focus Partners Wealth in 2021. Outside of his advisory role, he is involved with Paduano Associates, LLC, a firm he founded in 2009. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.