Robert Stewart Jr. is a financial advisor with Kovack Advisors, Inc. in Park Ridge, NJ, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Kovack Advisors and Kovack Securities since 2008. Outside of his advisory role, Stewart is a trustee and coach for the Park Ridge Athletic Association, where he supports youth sports programs. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a broad range of clients, including individuals, corporations, pension plans, and banking institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, along with third-party asset manager recommendations and financial planning services.

Anthony Caputo is a Series 65 licensed advisor at Pallas Capital Advisors, LLC with experience at several firms including PEAK Event Services, Teresas Prime, and Fresh Kitchen / College Fresh, Inc. He has also worked with Capco Craine & Hoist, Inc. and the University of Michigan. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management using a range of investments and provides family office services, retirement plan fiduciary offerings, and investment consulting to third-party advisors.

Mandie Evans is a financial advisor at Citizens Private Wealth with 15 years of industry experience. She holds a Series 66 designation and previously worked for 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Jennifer Mc Grogan is a financial advisor at Guardian Life with the Series 66 designation and three years of industry experience. She previously worked at Park Avenue Securities and has been involved with both Guardian Life and Park Avenue Securities since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and meetings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios and hybrid digital advisory solutions.

Timothy Burklow Sr. is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently associated with Steward Partners Investment Advisory, LLC and related Steward firms since 2024. Prior to this, he worked at Burklow & Rotella, LLC and Ameriprise. Outside of advising, he has been involved in managing the closure of two businesses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, providing a range of investment advisory, financial planning, and managed account services.

Louis Lo Grasso is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. He has been with Janney Montgomery Scott since 2023. 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 broad client base, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Miles Arvidson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Aegis Capital Corp. and A.G.P. / Alliance Global Partners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

Peter Nrekic is a financial advisor with Citizens Securities, Inc. in New Rochelle, NY. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Raymond James & Associates. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, while also functioning as a broker-dealer and insurance agency.

Jennifer Uzzi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She has been with Key Investment Services since 2026. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage services. The firm emphasizes client-directed investment decisions and model selection, offering access to third-party discretionary managers along with ongoing monitoring and reporting.

Daniel Guzzo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and with 31 years of industry experience. He has worked at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions since 2015. Guzzo is also involved with the Taproot Foundation, a nonprofit organization, since 2012. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios, non-discretionary recommendations, and investment education. The firm’s advice and portfolio construction rely on Morningstar Investment Management’s proprietary tools and is notable for its large client base and focus on retirement planning services rather than high-net-worth or corporate clients.

James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior firms include LPL Financial, MML Investors Services, MassMutual Life Insurance Company, Pruco Securities, and AXA Advisors. Licata is also involved with Aging Issues Management LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to various advisory programs and third-party asset managers, delivering solutions through its extensive network of investment adviser representatives.

Jarrett Hovland is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

David Pugliese is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 license and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of advising, he is involved in consulting through Planning Alliance Consulting and Campanella Consulting Services, and he owns GAMMA FINANCIAL, LLC. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides integrated financial planning and lending solutions.

Michael Magnani is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018 and previously worked at Ameriprise Financial Services for 13 years. He is also president and co-owner of Amatuzzo, Magnani & Associates, LLC, which operates as Clear Path Private Wealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jeanmarie Lebrini is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Caroline Taylor is a financial advisor at CWM, LLC with the designations ChFC® and Series 65, and has two years of industry experience. She previously worked at Prudential Financial and Eaton Vance, among other firms. Outside of her advisory role, she is a co-owner of Pink Suits Enterprises, a marketing business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Kenneth Alter is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a registered broker-dealer and investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs, combining proprietary and third-party investment strategies.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and 37 years of industry experience. His career includes roles at LPL Financial and his own firm, Joseph L. Soricelli Insurance and Financial Services. He is also involved with Aging Issues Management LLC and works as a Senior Real Estate Specialist at Coldwell Banker Signature Properties. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm utilizes a network of investment adviser representatives and integrates third-party asset managers and proprietary WealthSuite model portfolios supported by major strategists.

Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.