Dakota Best is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Transamerica, Dakota worked at Edward Jones and Wfgia. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers as part of its advisory approach.

Gregory Giardino is a CFP®-certified financial advisor with 18 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His previous roles include positions at Atlas Fiduciary Financial, LPL Financial LLC, and Vanderbilt Securities, LLC among others. He serves as Secretary of the Greater Pascack Valley Chamber of Commerce and as Director of Marketing & Communications for the Financial Planning Association of New Jersey. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account providers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and emphasizes diversified, risk-class-based allocations blending passive and active management, supported by an internal Investment Committee.

Gianfranco Gonzales Lopez is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2020 and has previous experience at LPL Financial, FHC Wealth Advisors, Columbia Bank, and William Paterson University of NJ. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Dennis Lacey is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Rita Singh is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with HSBC Securities since 2005 and with HSBC Bank USA since 2002. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types ranging from client-directed to fully discretionary accounts, utilizing a structured investment process with strategic and tactical asset-allocation supported by affiliated managers and service providers.

Renzo Bautista is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. Bautista is also affiliated with Wilmington University. 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Shlomo Schmalz is a financial advisor with Guardian Life in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Guardian Life since 2015 and has also worked with Safrin Associates since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

Nancy Fischer is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance since 2021. Her prior experience includes roles at Royal Alliance and Private Portfolio Partners, where she served from 2003 to 2020. 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Richard Grofsick is a CFP® professional with nine years of experience in financial advising. He has worked at Valic Financial Advisors since 2017 and previously at Agia and LPL Financial. Outside of his advisory role, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts that utilize technology and model solutions to support a large client base.

Sean Hillegass is a financial advisor at Hightower Advisors with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EmblemHealth, Network Doctor, Equitable Advisors, and AXA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer customized portfolio management and financial planning.

William Galvin Jr. is a CFP® with 26 years of industry experience, currently serving with Hightower Advisors since 2024. His prior roles include lengthy tenures at CMG Financial Planning Ltd and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles. The firm also manages large pooled and institutional mandates, with capabilities in international exposure and customized portfolio construction.

Georgina Nico is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and UBS Financial Services. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer that provides placement and investment banking services alongside its investment management platform.

Domenick Saglimbeni is a CFP® professional with 25 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Investment Services and Equitable Advisors. Outside of his advisory role, he is a partner at PKF O'Connor Davies, LLP, a CPA firm providing accounting, auditing, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and ancillary services such as tax planning and estate strategies. The firm’s investment process emphasizes diversified portfolios tailored to client objectives and risk tolerance, supported by a broader Cetera network.

Liam Mcgarry is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Strategic Asset Services, New York Life Insurance Company, and work on a political campaign. He operates an investment advisory business through Private Advisor Group and Strategic Asset Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model sourcing managers and model portfolios from leading strategists and utilizes multiple technology platforms to implement investment strategies.

Brandon Ulloa is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked previously at Spartan Capital Securities, Bank of America, Merrill, and Salus Financial Solutions. Outside of advisory work, he owns Kachi Entertainment & Productions, an entertainment business focused on DJing and organizing private events. Lincoln Investment Planning, LLC is a large enterprise investment advisory firm serving a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and advisor-led consulting supported by an in-house Investment Management & Research team.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. He is also the owner and registered investment advisor of Questar Stabinski LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of investment management and financial planning services, employing various analytical approaches and acting as a fiduciary when engaged under written agreements.

Joseph Cain is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advisory work, he operates a tax preparation business and manages the website SideGig.com. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, access to alternative investments, and uses a variety of investment strategies supported by platform relationships and affiliated managers.

Daniel Kim is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Citigroup since 2017 and previously at J.P. Morgan Securities from 2012 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight processes, combining large institutional scale with specialized market roles.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.