Alejandro Tirso is a CFP® professional with 13 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Invesco Distributors, Inc. and Oppenheimer Funds. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing a range of investment advisory, financial planning, and managed account programs.

Robert Obrien is a financial advisor at Rockefeller Capital Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Goldman Sachs, UBS Financial Services, and Mercer Allied Company. His current tenure at Rockefeller entities began in 2021. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through comprehensive wealth management and investment advisory services.

Joseph Viggiani is a financial advisor at Transamerica Retirement Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at SCOTTRADE, Inc. from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by offering managed portfolios and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement planning advice.

Carmine Demaio is a financial advisor at TD Private Client Wealth LLC with a Series 66 license and four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he worked at Monmouth University and Rix Pool & Spa. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and custodians like Pershing.

Kevin Curry is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. His career includes roles at New York Life Insurance Company, NYLife Securities Inc., and Eagle Strategies Corp. He was also involved with My Girls LLC from 2013 to 2019. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Rohit Madan is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the CFP® and ChFC® designations and Series 63 and 66 licenses. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company. 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 tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Michael Rosell is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Sterling National Bank, and Capital One. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides bespoke discretionary solutions for very large relationships.

Dominic Rafetto is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2012. Outside of advising, he is involved in managing several rental properties through a real estate LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

David Brown is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including roles at Brown Financial Services since 2012 and Eagle Strategies Corporation since 2001. Brown is also engaged in brokering fixed insurance products for various carriers. 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 advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on non-discretionary asset management and fiduciary responsibilities.

Christopher Wolt is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Private Client Wealth LLC since 2012 and TD Bank, N.A. since 2010. 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 clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Michael Burns is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 1996. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Nicholas Foci is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His work background includes roles at Citi and Northwestern Mutual, as well as employment in the restaurant industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and unique market roles.

Andrew Teichman is a financial advisor at TD Private Client Wealth LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers and provides portfolio management, financial planning support, and custody services through third-party custodians.

Vivian Cohn is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2003. Prior to that, she worked at Henes Floretti Associates starting in 1997. She is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, offering operational and investment platform support while allowing advisors discretion in portfolio construction.

Nancy Kingsberg is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. She holds the Series 66 designation and has 17 years of industry experience. Kingsberg has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Steven Crabbe is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked with NYLife Securities and New York Life Insurance. Crabbe is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a broad mix 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 vast majority of assets on a non-discretionary basis while serving diverse institutional sponsors within an integrated New York Life affiliate structure.

Allen Herskowitz is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 23 years of experience at Money Concepts Capital Corp and has also served as president of his own CPA firm, Allen B. Herskowitz, CPA, PC, since 1991. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

Jeff Russo is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America and Merrill. Outside the financial industry, he has been involved with Pozzitiv Productions. 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 clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

John Traut is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Stratos Wealth Partners, he worked at firms including LPL Financial, Oppenheimer & Co. Inc., Merrill, and Bank of America. Outside of his advisory work, Mr. Traut serves as a firefighter with the New York Fire Department. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, a range of financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple external platforms and tools.

Steven Solonch is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role starting in 2017, he worked with New York Life Insurance Company and its related entities from 2008 to 2017. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.