Sean Rath is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 11 years of industry experience. He 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, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, swap dealer and futures commission merchant roles.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as Managing Partner at Strategic Alliance Partners, where he recruits, trains, and develops fixed insurance brokers and agents. Additionally, he is president of Independent Financial Solutions, a fixed insurance and health insurance business. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers various asset management and consulting services through multiple program platforms and utilizes both proprietary and third-party model portfolios.

William Jasionowski is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2013 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary strategies and third-party models.

Daniel Nicolas is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mass Mutual Investors Services and MetLife Securities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services including asset management, financial planning, consulting, and retirement services delivered through both discretionary and non-discretionary approaches.

Brandon Riso is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and has two years of industry experience. His prior roles include positions at Fidelity Investments and self-employment engagements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through proprietary and third-party methodologies and integrates its services with Empower’s administrative and recordkeeping platforms.

Daryl Gaskin is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, TD Ameritrade, and Axa Advisors. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

John Pontieri is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has three years of industry experience, including roles at Integrated Financial Concepts and Pink. In addition to his advisory work, he is involved in educating teachers about their pensions and benefits through a related business activity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary management approaches.

Christopher Estevez is a CFP®-designated financial advisor with 26 years of industry experience. He currently works at Oppenheimer, where he has been since 2020. His prior experience includes roles at City National Bank, RBC Capital Markets LLC, and Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Todd Toro is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. He has been with TIAA-CREF since 2015. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering both model-based and customized portfolio options.

Nicholas Ippolito III is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as positions at Calton & Associates, Inc. and VOYA Financial Advisors. He is also involved with VIP Wealth Management LLC, an investment-related business. 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 advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Tyler Komack is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and TMC Bonds LLC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an online discretionary model account available via an invitation-only pilot for PNC Bank employees. The firm utilizes algorithm-driven portfolio selection and third-party strategists to manage investments primarily in mutual funds and ETFs.

Mitchell Reback is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2012, following a two-year tenure at GMS Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, including discretionary and non-discretionary management, with an emphasis on strategic asset allocation and comprehensive portfolio oversight.

Brian Grande is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Guardian Life Insurance Company since 2013 and Park Avenue Securities since 2014. In addition to his advisory roles, Grande organizes skateboarding contests and demonstrations for youth through his business, Skate Nugg LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Barry Klein is a financial advisor with Morgan Stanley in Red Bank, NJ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Andre Doucette is a financial advisor with Morgan Stanley in Shrewsbury, NJ, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee-driven investment estimates in its financial planning process.

Stephen Putorte is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 17 years of industry experience. He worked at Morgan Stanley for 10 years before joining Merrill in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, 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 managed by internal CIO teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Langer is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor AXA Advisors LLC since 2008. Outside of his advisory work, he is involved with 818 Enterprises in a non-investment related capacity. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized client assessment and uses a mix of third-party managed advisory models and its own SAM program to deliver solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Louis Gentile is a financial advisor with Fidelity Investments, holding a Series 66 designation and 11 years of industry experience. He has worked across several Fidelity entities, including Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Christopher Pellegrini is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His work history includes significant tenures at Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment implementation and offers access to third-party asset managers, while also facilitating insurance product sales through affiliated entities.

Shimon Heimfeld is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory role, he is a loan advisor involved in mortgage application processing through Funding Resources. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-oriented recommendations.