Derek Dimino is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Merrill for five years and has held roles in education and media. He currently assists senior advisors and provides investment advisory services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms, serving both individual and institutional clients through discretionary and non-discretionary arrangements.

Michael Kruger is a financial advisor with Valic Financial Advisors in Milford, PA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Equitable Advisors LLC and various other firms. He is also an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Benjamin Weiss is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Empower, he worked for the Watchtower Bible and Tract Society of New York for nine years and operated B&G Property Maintenance LLC for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and client savings rates, with a scale and model that emphasizes service within plan lineups selected by plan sponsors.

Theodore Gerstein is a financial advisor with GWN Securities Inc., holding a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, he worked at Peralte-Clark LLC and has served as a baseball umpire since 2017. His other business activities include assisting with office work at GWN Securities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a range of sub-advisers and model-based allocations, offering discretionary portfolio management with a focus on both traditional and tactical market-timing strategies.

Cody Albrecht is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017 and previously at National Planning Corporation from 2015 to 2017. Outside of finance, he is involved with ARKKC Entertainment as an actor and serves as Vice President of the Red Hook Chamber of Commerce. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

Bonnie Addison is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Key Investment Services since 2007. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients, offering a variety of wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products.

George Siracuse is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he serves as president of Guiding Light Financial, LLC, a fixed insurance sales business, and acts as an advisory board member for SliceSpace, providing strategic guidance and business introductions. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, combining fundamental, technical, bottom-up, and top-down analysis, and provides both discretionary and non-discretionary asset management arrangements.

Tatiana Williams is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., and Citizens Bank. She is also a Notary Public. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing.

Ryan Bedross is a financial advisor with Private Advisor Group, LLC, holding a Series 65 license and two years of industry experience. His prior roles include positions at Riverstrong Capital and self-employment, with earlier experience in education and healthcare sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Kenneth Ford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Private Advisor Group since 2011 and has worked with LPL Financial since 2003. Ford operates under multiple business names connected to LPL Financial and Private Advisor Group. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and institutional clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of strategies and supporting held-away account management through technology partnerships.

Michael La Rosa Jr. is a Series 66 licensed advisor with Key Investment Services LLC and has one year of industry experience. His prior roles include positions at MissionSquare Investment Services, MissionSquare Retirement, and LPL Financial. La Rosa also serves as an adjunct instructor for undergraduate business courses at Southern New Hampshire University and volunteers as a community manager for a nonprofit focused on cancer and mental health causes. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed model selection with oversight and due diligence on third-party advisory products and operates within the KeyCorp group, leveraging affiliations with KeyBank and KeyBanc Capital Markets.

Miles Anthony is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Richardson & Stout Financial Services Inc. He is also the owner of Anthony Financial Services, although all client business is conducted through Principal Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with ongoing client reviews managed by its Financial Advisors.

Eric Gerstein is a financial advisor with GWN Securities Inc., holding a Series 63 designation and 40 years of industry experience. He has been with GWN Securities since 2012. Outside of his advisory role, he co-owns a real estate investment venture with his son focused on residential properties in the Chicago area. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Anthony Perez is a financial advisor with Merrill in Middletown, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at PDS Group for nine years and has been with Merrill and Bank of America since 2018. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Newman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robert Doran is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc. and Infinity Wealth Management, LLC, where he remains active. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Michael Collins is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2021. Prior to that, he worked at Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2021. Outside of his advisory role, he has an interest in real estate ownership unrelated to investment activities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Benjamin Sasso is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Northwestern Mutual. His prior roles also include positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Dennis Cordova is a CFP®-certified financial advisor with 18 years of industry experience. He is currently affiliated with LPL Enterprise and has prior experience at Bank of America, Merrill, and Key Investment Services LLC. Outside of his advisory work, he serves as a trustee in a fiduciary capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Joseph Campanella is a financial advisor with Primerica Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of advisory work, he is involved with Campanella & Associates, Inc., an investment-related entity formed for Primerica business purposes, and is a member of 10X Signature Group, LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of strategic, tactical, tax-aware, and income distribution investment models.