Laurie Goldsmith Heitner is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. She has been with Guardian Life in various capacities since 1992 and is engaged in the sale of insurance products related to employee benefits, pension planning, and life insurance through a sole proprietorship. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, combining advisor-led management with model-based strategies and access to insurance and alternative investment products through its connection with Guardian Life.

Robert Taylor is a financial advisor with Carson Wealth holding a Series 65 credential and 10 years of industry experience. He has worked at Carson Wealth since 2025 and has been affiliated with CWM, LLC since 2015. His prior roles include positions at Taylor Financial Group and LPL Financial. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm focuses on discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored investment solutions and ongoing portfolio oversight.

Antonio Nicolas Callegari is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Swarthmore College and St. Peter's Prep. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers access to a range of investment solutions through its Private Advisor model and consolidated investment platform.

Lara Costanzo is a Certified Financial Planner® with 19 years of experience, currently serving at Principal Financial Services. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2006. Outside of her advisory role, she is a board member of Unplanned Joy, a nonprofit organization, and serves as treasurer for the Parent Teacher Organization at Eleanor G. Hewitt Intermediate School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.

Erik Andersen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, Merrill, and Bankers Life. Andersen also serves as an agent offering non-variable insurance products such as term, whole, and universal life insurance, disability health, and fixed annuities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.

Steven Fishman is a financial advisor with Guardian Life in Woodcliff Lake, NJ, holding a Series 63 designation and 42 years of industry experience. His career includes long-term roles at Kestra Financial Services and Kestra Investment Services, along with multiple periods at Park Avenue Securities and Guardian Life. Fishman is involved with the Jewish Community Foundation of Metrowest, NJ, assisting in the management of life insurance policies donated to the foundation. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Debra Taylor is a financial advisor with Carson Wealth and holds the PFS™ designation and Series 63 license. She has 28 years of industry experience, including prior roles at Cetera Advisor Networks, LPL Financial, and Avantax Advisory Services. Outside of advising, she is involved in several activities such as owning Taylor Bookkeeping and Administrative Services, contributing as a writer and speaker for Horsesmouth, and conducting educational seminars and coaching through Pink Suite Enterprises. She also volunteers on her Home Owners Association judiciary committee. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering services including discretionary asset management, financial planning, and retirement plan solutions. The firm’s investment process is guided by an Investment Committee and provides customized portfolio options, integrating multiple custodial and technology platforms to support execution and reporting.

Dean Dipierro is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, LPL Financial, and Ameritas Investment Corp. He is also the owner and president of Great Helm Corp. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Paul Meyer is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Citigroup. He serves as a board member of CarePlus NJ, a foundation focused on assisting individuals with mental health, substance abuse, and psychiatric care, where he helps allocate funds and supports fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Chadley Lazreg is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. He holds Series 63 and Series 65 licenses and has served as Executive Director of Operations for Investors' Advantage Portfolios since 2017, where he manages office operations, project development, and marketing. Prior to his current roles, he worked at Los Primeros School of Science and Arts from 2015 to 2017. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet.

Stephen Lierman is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, MML Investors Services, and Mass Mutual Life Insurance Company. 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, leveraging technology platforms and a range of investment methods while utilizing third-party managers and TAMPs.

Raelynn Harlach is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Valic Financial Advisors. Her prior experience includes roles at Agia and Prudential-related firms. She also works as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Bryant Mathurin is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at TD Bank N.A., LPL Enterprise, The Prudential Insurance Company of America, TIAA, Citigroup Global Markets, and Morgan Stanley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody through third-party custodians.

David Puccia is a financial advisor at Steward Partners Investment Advisory, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Raymond James Financial Services, Inc. Since 2005, he has served as a trustee for the Knights of Columbus, a Catholic fraternal organization. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through personalized portfolio management and third-party money managers.

Patricia Linekin is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at Key Investment Services and KeyBank over the past 18 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Juan Becerra is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He has previously worked at Goldman Sachs & Co. LLC for seven years and Bergenfield Billiards for one year. Becerra holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various account structures and employs multiple analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Ashley Bittar is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Montclair State University. Outside of finance, she has experience working at Giovanna's Cafe. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and investment banking services.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Chris Naum is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Ic Advisory Services. Outside of advising, he is involved in tax preparation and accounting through CHN Life Planning Services LLC and serves as a FINRA arbitrator. He also has roles in mortgage and real estate services. 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, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a range of fundamental and technical investment analyses.

Charles Androsiglio Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007, with a brief tenure at Wells Fargo Clearing in 2019. He is based in Scarsdale, NY. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a comprehensive range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.