Domenick Saglimbeni is a CFP® professional with 25 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Investment Services and Equitable Advisors. Outside of his advisory role, he is a partner at PKF O'Connor Davies, LLP, a CPA firm providing accounting, auditing, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and ancillary services such as tax planning and estate strategies. The firm’s investment process emphasizes diversified portfolios tailored to client objectives and risk tolerance, supported by a broader Cetera network.

Liam Mcgarry is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Strategic Asset Services, New York Life Insurance Company, and work on a political campaign. He operates an investment advisory business through Private Advisor Group and Strategic Asset Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model sourcing managers and model portfolios from leading strategists and utilizes multiple technology platforms to implement investment strategies.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Joseph Cain is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advisory work, he operates a tax preparation business and manages the website SideGig.com. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, access to alternative investments, and uses a variety of investment strategies supported by platform relationships and affiliated managers.

Daniel Kim is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Citigroup since 2017 and previously at J.P. Morgan Securities from 2012 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight processes, combining large institutional scale with specialized market roles.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

Joseph Koronakis is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes roles at TD Ameritrade and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Christine Hyla is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at CMG, Equitable Advisors, and AXA Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers across various investment vehicles and strategies.

Anu Sharma is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Triad Advisors. Sharma is also the principal and founder of Rivertown Investment Advisor, a sole proprietorship focused on financial planning and portfolio management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various strategies and platform partnerships to deliver tailored solutions.

Richard Kintzing Sr. is a Series 66 licensed financial advisor with four years of industry experience, currently with Guardian Life. His prior work history includes roles at Park Avenue Securities, Certified Financial Services, and positions in healthcare-related organizations. He is the president of a LeTip chapter, a business networking group. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Jonathan Peters is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Kestra Advisory and affiliated entities since 2014 and has prior experience with Transamerica Financial Advisors and World Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Jhuriko Then is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory services to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio options, and integrates closely with affiliates KeyBank and KeyBanc Capital Markets for additional financial services.

Jennifer Schnalzer is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked previously at CMG Financial Planning Ltd, Equitable Advisors, LLC, Wells Fargo Clearing, and Plexus Worldwide. She serves as a board member for the Academy of Finance High School Program and participates in a professional community focused on divorce-related client issues. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Anthony Spadavecchia is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank N.A., TD Bank AMCB, and Glass Gardens. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Andrea Rosenberg is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Vail Resorts. Janney Montgomery Scott is a large 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Jan Landi is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that address their short-, mid-, and long-term goals. Jan offers guidance on a range of topics including investing, retirement planning, and managing unexpected financial needs. Additionally, she coordinates with specialists from Bank of America to provide clients with comprehensive banking, credit, home financing, and small business solutions. Originally from Brazil, Jan relocated to the United States in 2007 to advance her career in financial markets. She holds a Bachelor's Degree from Pontifical Catholic University and has earned the Personal Investment Advisor (PIA) designation. Since 2015, she and her family have lived in Leonia, New Jersey. Jan's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. She is fluent in Portuguese and English. Outside of work, Jan enjoys music, spending time with her family, and watching movies.

Jeffrey Ward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2014, as well as prior experience with Mass Mutual Investors Services and New England Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and proprietary investment solutions.

Robert Bigley is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and possessing nine years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and has prior experience at Bank of America and Merrill. In addition to his advisory role, he assists with insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Matthew Gilmore is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with firms including LPL Financial, Mass Mutual Investors Services, and Equitable Advisors. Outside of his advisory role, he serves as a board member for a nonprofit organization focused on philanthropy. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm operates under a fiduciary model, utilizing both proprietary and third-party investment strategies tailored to client goals and risk tolerances.