Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Darrin Miles is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at New York Life, NYLIFE Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a facilitator for Real World Academy, a nonprofit providing youth development services such as life skills training and budgeting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Smirnov is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, CitiBank, TD Bank, and Northfield Bank, as well as a four-year period at Baruch College, CUNY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages both discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Kyle Carrocino is a CFP® with 15 years of industry experience and has been with GWN Securities Inc. since 2016. He is also licensed as an agent in fixed life insurance, long-term care insurance, health and disability insurance, as well as fixed and fixed indexed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning options. The firm employs a mix of discretionary portfolio management, model portfolios, and selective sub-adviser allocations, with a noted history of market-timing and momentum-based strategies in certain legacy programs.

Liwen Li is a financial advisor with Transamerica Financial Advisors based in Piscataway, NJ. She holds Series 65 and Series 63 licenses and has four years of industry experience. In addition to her advisory role, Liwen co-owns Vert Global LLC, a firm providing immigration consulting services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Elizabeth Newman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. He has prior experience with World Financial Group, Inc., ICON Parking, and City Winery. Outside of financial advising, Pena serves as an accounting manager for LVRN Records LLC, a music record label. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Shaun Wolcott is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and one year of industry experience. He has worked at Connolly, Switaj, Fogler & Co LLP since 2005 as a CPA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, utilizing customized portfolios with a combination of internal and third-party management.

Christopher Turso is a CFP® professional at Cerity Partners LLC with four years of industry experience. His prior experience includes roles at Round Table Wealth Management and Northwestern Mutual. He also spent four years affiliated with Michigan State University. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers tailored wealth management services with an investment framework based on client-specific profiles and asset allocation, integrating proprietary quantitative methods, third-party strategies, and direct security selection.

Mark Macdonald is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has been involved with Advanced Wealth Preservation, LLC since 2014. Outside of his advisory role, he manages a college planning consulting business focused on college selection, admission, and preparation. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients such as sovereign wealth funds, employing a variety of discretionary investment strategies and supporting a large advisor network.

Aaron Berlow is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and one year of industry experience. He also serves as Vice President of Strategy and Operations at Wildenstein & Co., Inc., where he oversees strategic direction and operational analysis, particularly within the art and real estate sectors. Additionally, he is the owner of Amber USA LLC, a leather goods manufacturing business. Lincoln Investment is a large enterprise advisory and broker-dealer that serves individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b)/457(b) programs. The firm employs a combination of advisor-led consulting, strategic model portfolios, and third-party managers supported by an in-house Investment Management & Research team.

Robert Kelly is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Farther since 2021. His prior experience includes roles at Bank of America, Merrill, JPMorgan Chase Bank, and Grisanti Capital Management. He is a trustee for Imagine, A Center for Coping with Loss, a nonprofit providing free grief services to children. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and discretionary investment management. The firm’s approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios primarily invested in ETFs, mutual funds, equities, and fixed income.

Ruiying Dong is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Transamerica Financial Advisors. Prior to joining Transamerica, she worked at Credit Suisse for eight years. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with program options that include both discretionary and non-discretionary management.

Juan Yu is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Highlevel, United Healthcare, ACV Auctions, and Cosmo Insurance Agency. Outside of financial advising, he is involved in consulting on group health insurance and managing equity compensation programs for digital and vehicle auction companies. Transamerica Financial Advisors serves a diverse client base that includes individual investors, institutions, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party model portfolios, with program options that are discretionary or non-discretionary.

Montaha Khatib is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides unique market roles such as swap dealing and futures commission merchant services.

Michael Vitkansas is a financial advisor at Kestra Advisory Services, LLC with over 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Veravest Investment Advisors, Inc. and extensive involvement with Benefits for Your Firm since 2003. Additionally, he is president of Michael A. Vitkansas CLU, ChFC Employee Benefit Services, LLC, where he manages employee benefit-related activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary services, employee education, and access to multiple management platforms and third-party solutions, serving over $79 billion in assets across various client types.

Kathleen Reilly is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Commonwealth Financial Network and is co-owner of Reilly Financial Group, LLC, a private entity engaged in securities, advisory, and insurance business. Her prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Trevor Musum is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SAFE Benefits Consulting Group and Adelphia Wine Market, as well as work at Florida State University and Mennen Sports Arena. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.