Connor De Graff is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott intermittently since 2021. He also has experience at Temple University and briefly at Fatfish. 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 client base through brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Craig Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank for over a decade prior to joining Janney Montgomery Scott. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a range of brokerage, financial planning, and advisory services.

Christopher Lo Sardo is a financial advisor with Kestra Advisory holding a Series 66 designation. He has prior experience at LoSardo Solutions, LLC and Septodont before joining Kestra Advisor Services, LLC and Kestra Investment Services, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Tyler Mc Cabe is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and eight years of industry experience. His career includes roles at Mutual Inc., PlanMember Securities, Axa Advisors, LLC, First Standard Financial, and THE PIE. He is involved in securities and insurance sales through Mutual Inc. and Daybright Financial. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Paul Kim is a CFA® charterholder with 14 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at National Planning Corporation from 2011 to 2017. Kim is also involved with Paris International Corp, where he has been active since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion to construct portfolios using various securities and insurance products.

Howard Mascoe Jr. is a financial advisor at Equity Services, Inc. with nine years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to joining Equity Services, he worked at National Life Group and Equitable Advisors, LLC, among other firms. Outside of financial advising, he has experience as a sales associate with Venus Et Fleur. 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, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Jeffrey Damasco is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a silent investor in a startup business called Dynamics Tournaments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with distinctive market roles and commercial arrangements.

Christopher Ferrara is a financial advisor with Kestra Advisory, holding Series 65 and Series 66 designations and 26 years of industry experience. He has worked with Kestra Advisory since 2016 and Kestra Investment Services since 2015. Outside of his advisory role, he serves as president of Bradford Solutions, Inc., a company involved in financial and tax reporting, and acts as a commissioned salesperson for Bartow Insurance Agency. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Daniel Conforti is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Outside of finance, he is a New York State certified baseball umpire, officiating high school games in Eastern Long Island. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivatives services.

Vincent Tamburello is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2023. In addition to his advisory role, he is a discovery team member at The Campbell Law Group, P.A., where he conducts discovery for legal clients and firm marketing. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs model portfolios and adaptive investment strategies.

Michael Clark is a financial advisor with Equity Services, Inc. He holds Series 65 and Series 63 designations and has five years of industry experience. Before joining Equity Services, he worked at National Life Group and has over three decades of experience with Fidelity National Title Insurance Company in financial statement reporting and accounting. He also prepares tax returns seasonally through a separate tax preparation service. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing both long-term investment strategies and options for shorter-term trading through a network of investment adviser representatives.

David Jensen is a financial advisor with Equity Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to joining Equity Services in 2019, he worked at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his financial advisory role, Jensen is involved in janitorial and handyman services through his position as president of Quanasta, Inc., a business providing janitorial services. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, providing multiple advisory platforms that include the use of third-party asset managers and model portfolios.

Xiomara Avecillas is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2018, including roles at Citibank and Francesca's prior to her current position. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs, execution and custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines institutional scale with specialized market roles.

Nicholas Cava is a CFP® professional with 39 years of industry experience. He has been with Planmember Securities Corporation since 2010 and concurrently serves as Vice President at Mutual, Inc., a position he has held since 1993. He also acts as trustee for familial trusts. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios that range from conservative to aggressive, while offering education and support services to plan sponsors and participants.

Joshua Kroitor is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2014. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with in-house research and unique market roles.

Glenn Gordon is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is active as a life insurance agent, analyzing insurance needs and recommending appropriate policies including long-term care and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset allocation and legacy market-timing and momentum-based strategies.

Seth Schoen is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret Grant & Co., Inc., Oppenheimer, Guardian Life, and Asgard Regulatory Group. Seth is based in Oakdale, NY. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account pilot available to select employees. The firm employs algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties.

Michael Hackett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 23 years of industry experience. He has worked at Mutual Inc., Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources, alongside maintaining a self-employed practice for over two decades. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling within a structured, strategic asset allocation framework.

Patricia Douglas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Citigroup since 2017, following prior roles at NYLife Securities, LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, managing multi-asset strategies through both discretionary and non-discretionary programs.

Shane Maer is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and 22 years of industry experience. He has been associated with Main Street Financial Group and Kestra Advisory Services since 2007. Outside of advisory work, he owns a business called MSFG The Deuce Inc. and is appointed with insurance companies through Access Brokerage to provide insurance solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving some large institutional investors such as sovereign wealth funds.