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.

Dirk Van Roon is a financial advisor at Oppenheimer with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Oppenheimer since 2013. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension 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, with both discretionary and non-discretionary management.

Robert Aylward is a financial advisor at First Manhattan Co. LLC with 28 years of industry experience. He has been with First Manhattan since 2005 and holds Series 63 and Series 65 credentials. 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, integrating wealth planning alongside portfolio management.

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.

Robert Guldner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he is co-owner of Pepper Co, LLC, a consulting and online sales business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services delivered through both proprietary Steward Partners solutions and third-party managers.

Steven Wong is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Citigroup Global Markets since 2007, with a brief tenure at UBS Financial Services from 2018 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, and operates with a scale and range of roles that include in-house research, swap dealing, and futures commission merchant activities.

Jerry Mackey Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique roles in the market, including functions as a swap dealer and futures commission merchant.

Peggy Lebert is a financial advisor at First Manhattan Co. LLC with over 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Avalon Advisors, R.M. Stark & Co., and Premium 72 Capital. In addition to her advisory role, she has provided regulatory compliance consulting through Bates Group, LLC. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with institutional and charitable clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with individual client objectives.

Richard Soroka is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Citigroup Global Markets Inc. since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range 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, leveraging internal standards and committees to select and monitor managers.

Aikaterini Martini is a financial advisor at Citigroup Global Markets with one year of industry experience. She has previously worked at Citibank Europe plc for four years and Eurobank Private Bank Luxembourg S.A. for five years. Martini holds a Series 66 license and earned an MSc in Accounting and Financial Management from Lancaster University. 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, supporting exposure to digital assets and alternative investments.

Eric Rosenberg is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked at Oppenheimer since 2013, following prior roles at RBC Capital Markets and J. B. Hanauer & Co. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable focus on both discretionary and non-discretionary management, and retains custody of client assets.

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.

Thomas Spuhler is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked with various Ameritas entities since 2013, including Ameritas Life Insurance Corp and Ameritas Investment Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and integrates multiple custodial platforms to support portfolio construction and monitoring.

Richard Powers is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes positions at CNR Securities, LLC, MBS Source eTrading, Inc, E*TRADE Capital Management LLC, E*Trade Securities LLC, and UBS Financial Services. Outside of his advisory role, he serves as treasurer for a local Cub Scout pack. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment process that combines quantitative screening, statistical modeling, and fundamental analysis. The firm offers discretionary and non-discretionary portfolio management with a focus on tailored solutions across various asset classes and is notable for its role as sponsor and adviser to City National Rochdale mutual funds and interval funds.

Jason Reis is a financial advisor with Principal Financial Services and holds Series 63, 65, and 66 licenses. He has 15 years of industry experience, including 14 years at Long Island Financial Group Inc. Outside of his advisory role, he owns an accounting business providing tax preparation and bookkeeping services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Daniel Jagiello is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Royal Alliance. Outside of finance, he coaches and instructs youth baseball. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Mark Zias is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 63 designation and has worked previously at Park Avenue Securities and Guardian Life Insurance Company. Zias also engages in independent insurance sales outside of Guardian. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Lawrence Cohen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014 and also engages in selling insurance products through Ash Brokerage. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs including both proprietary and third-party models.

Jermaine Matthews is a financial advisor with OSAIC Institutions, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

Anthony Mammano is a financial advisor at Guardian Life and holds a Series 66 designation. He has prior experience at Cbiz Marks Paneth and Mercy University. He has worked with Park Avenue Securities since 2026. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.