Steven Candela is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Prudential Investment Management Services LLC and PGIM Investments. He is also involved with Mundi Financial as a Wealth Management Associate, assisting on firm projects and preparing for FINRA qualification exams. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and platforms, with both discretionary and non-discretionary arrangements, supported by institutional affiliations and specialized services.

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.

Sean Tierney is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and selectively integrates external managers and alternative exposures.

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 credential and one year of industry experience. His prior work includes roles at Peralte-Clark LLC and assisting Eric Gerstein. Outside of advisory activities, he has served as a baseball umpire since 2017. GWN Securities provides investment advisory and related services to individual and corporate clients through a range of managed account programs and financial planning. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies within several legacy programs.

Nicholas Shala is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Rhinebeck Bank and Brent T Mentro's Insurance Agency. 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 under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

Ayda Lupo is a financial advisor with Key Investment Services LLC in Chester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with KeyBank and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider platform and offers various wrap-fee programs with custodial and trade execution services, integrating with KeyCorp affiliates to deliver additional financial and advisory capabilities.

Guarionex Ortiz is a financial advisor at &PARTNERS with 30 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Merrill. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies through both discretionary and non-discretionary management, utilizing proprietary and third-party models and maintains roles as a registered investment adviser, broker-dealer, and municipal advisor.

Bonnie Addison is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Key Investment Services since 2007 and previously held roles at Banc Of America Investment Services, Inc. and Quick & Reilly, Inc. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary options, integrates services from KeyCorp affiliates, and offers various wrap-fee programs supported by custodial and trade execution services.

Brian Tegnander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and four years of industry experience. He has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2020. Prior to that, he spent 20 years with 10-15 Associates. 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 offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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 credential and three years of industry experience. He has previously worked at Riverstrong Capital and was self-employed prior to joining Private Advisor Group. Bedross also operates under the business names Warwick Valley Financial Advisors and K-12 Financial Advisors within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizes technology platforms, and provides access to a range of investment strategies through third-party managers and proprietary solutions.

Michael Turi is a CFP® professional with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Unum and other financial firms, with continuous involvement in the Wealth Enhancement Group since 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Kenneth Ford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Private Advisor Group since 2011 and previously spent 10 years with LPL Financial, LLC. Ford operates under multiple business names associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offers managed account solutions including its proprietary WealthSuite platform, and utilizes third-party managers and a range of investment strategies.

Stephanie Manitaras is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. She has been with Wealth Enhancement Advisory Services and Wealth Enhancement Group since 2021 and previously worked at 10-15 Associates, Inc. from 2010 to 2021. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research targeting factor premiums such as value and momentum.

Michael Gomez is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2011. 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 combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

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.

Richard Ernst is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 1983 and joined Eagle Strategies in 2021. Richard is also a CFP class instructor and a notary public. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kyle Ray De Santis is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in various roles across multiple industries. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers a multi-provider model with discretionary and non-discretionary portfolio management, leveraging affiliated KeyCorp resources and third-party managers.

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.