Caroline Taylor is a financial advisor with CWM, LLC, holding the ChFC® designation and Series 65 license, and has three years of industry experience. She has worked previously at Prudential Financial and Carson Wealth, among other firms. In addition to her advisory role, she is co-owner of Pink Suits Enterprises, a marketing business. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, retirement plan services, and tailored investment solutions driven by an Investment Committee’s portfolio oversight.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Kenneth Alter is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning and consulting through proprietary and third-party platforms.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Private Advisor Group since 2005 and LPL Financial since 2003, and he also operates Aging Issues Management LLC and serves as a senior real estate specialist with Coldwell Banker Signature Properties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model that incorporates various investment strategies and technology platforms while utilizing third-party managers and wrap programs.

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.

Thomas Gibson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and several years in education and fitness. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Evan Galbraith is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, following prior roles at First Command Advisory Services and First Command Financial Planning. Outside of his advisory role, he was involved in a personal service corporation established to provide care for his mother during her final years. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates, offering wrap-fee programs and ancillary insurance products.

Dennis Rodgers is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at PNC Bank and extensive employment with Marriott. Rodgers also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, where he engages in the sale of bank products alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment solutions, employing a multi-profile risk approach combined with global asset management and fund due diligence services.

Thomas Pallogudis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is the founder of Women on the Verge, an initiative focused on promoting stories of women and providing financial literacy related to life challenges. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and 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, supported by its affiliation with Guardian Life and access to various insurance products and alternative investments.

Eli Moallem is a financial advisor with NewEdge Advisors in Montvale, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at GWM Advisors LLC, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Outside of advising, he has served as a campaign manager and political committee member involved in local and congressional campaigns. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Mordechai Meisels is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Citigroup Global Markets from 2004 to 2009, followed by concurrent positions at Park Avenue Securities and Guardian Life since 2009. He is also involved with Wealth Advisory Group LLC, which solicits non-Guardian insurance products. Park Avenue Securities, a 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, education, and consulting services tailored to client needs.

Gregory Hubbard is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked extensively within Guardian-related firms since 2001. Outside of his advisory role, he is involved in fee-based consulting for business and estate planning through Planning Alliance Consulting, LLC. Park Avenue Securities LLC, a 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Aidan Kokodynski is a CFA® and holds a Series 66 license with experience beginning in 2026. He is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Nexamp, Inc., Siharum Advisors, LLC, and Northwestern Mutual. Park Avenue Securities LLC, a 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 combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he worked at Agia and has written and published a children's ebook. He also sells baseball cards through live auction streaming on the app Whatnot. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors.

Nicholas Tedesco is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank USA, N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, featuring a range of client-directed and discretionary investment options. The firm uses multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring through affiliated investment management entities.

Raffaele Prospero is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021. His prior experience includes seven years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions for high-net-worth and ultra-high-net-worth clients.

Timothy Daly is a financial advisor with Janney Montgomery Scott LLC in Montvale, NJ, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior work includes positions at Stifel Nicolaus & Co Inc, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. 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 diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Evan Gutman is a financial advisor at Key Investment Services LLC with 4 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 roles outside the financial sector, including at Uber and Penn State Housing and Food Service. 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 through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.

Catherine Mcdonald is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 19 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Mcdonald serves as board member and president of the Dapper Mcdonald Charitable Foundation, a charity focused on raising awareness and funds for ALS. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Joseph Femia is a financial advisor with NewEdge Advisors in White Plains, NY. He holds a Series 63 designation and has 13 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC and Mass Mutual Life Insurance Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, employing multiple program structures and technology tools to support advisor and client needs.