Daniel Galvin is a financial advisor at Hightower Advisors with a Series 65 designation and three years of industry experience. He previously worked at Shikiar Asset Management, Inc., and Mariner Wealth Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions that utilize affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Evan Galbraith is a financial advisor with Key Investment Services LLC in Nyack, NY, holding a Series 66 credential and 12 years of industry experience. He previously worked at First Command Advisory Services and First Command Financial Planning Inc. Outside of advising, he co-owns a personal service corporation established to assist with family care and estate matters. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed investment selection with ongoing monitoring and operates within the KeyCorp group, offering access to third-party discretionary managers and integrated financial services.

Dennis Rodgers is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA N.A. and PNC Bank. In addition to his role as a registered representative, he is also a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of programs, from client-directed to fully discretionary, supported by a structured investment process developed with HSBC Global Asset Management and affiliated providers.

Thomas Pallogudis is a financial advisor at Guardian Life with 28 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian since 2009. He is the founder of Women on the Verge, an organization focused on promoting stories of women and providing financial literacy related to life challenges. Park Avenue Wealth Management, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and combines proprietary and third-party investment models.

Paul Bucci is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altium Wealth Management and Balanced Growth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Eli Moallem is a financial advisor with NewEdge Advisors in Montvale, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at GWM Advisors LLC, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Outside of his advisory work, Moallem has been involved in political campaign management and local candidate recommendations in New Jersey. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Mordechai Meisels is a financial advisor with Primerica Advisors based in New City, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2009. Additionally, he is involved with Wealth Advisory Group LLC, which solicits non-Guardian insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and provides account-level services such as lending solutions and donor-advised fund options.

Gregory Hubbard is a CFP® professional with 25 years of experience in the financial services industry. He is currently associated with Primerica Advisors and has previously worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in fee-based consulting for business and estates through Planning Alliance Consulting, LLC. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies including proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Aidan Kokodynski is a financial advisor at Guardian Life with CFA® and Series 66 credentials. He has approximately one year of industry experience and has held roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to this, he worked at Nexamp, Inc and Siharum Advisors, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

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.

Christopher Hufferdine is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at ICAP Corporates, LLC and The Herbst Group, LLC prior to his current roles. Hufferdine serves as President of the Chappaqua Rotary Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jeffrey Wu is a financial advisor with Hightower Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Hightower Altium Holding, Altium Wealth Management, and HighTower Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and corporations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Gregory Slater is a CFP® and CFA® with 15 years of experience in the financial industry, currently serving as an advisor at Hightower Advisors. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He is also associated with Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management along with retirement plan consulting and access to various pooled investment vehicles.

Nicholas Tedesco is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with HSBC Securities (USA) Inc. since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, in addition to his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a structured investment process combining strategic and tactical asset allocation with due diligence from affiliated providers, serving clients with personalized investment adviser representatives.

Caren Chabora is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at TD Bank N.A., Wilmington Trust, NA, and Wells Fargo Bank in various roles since 2014. 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 both affiliated and third-party sub-managers to construct portfolios.

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 at Janney Montgomery Scott with Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Janney Montgomery Scott since 2009 and previously spent a year at Stifel Nicolaus & Co Inc. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

Evan Gutman is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2020. Prior to his financial services career, he was employed at Uber and Penn State Housing and Food Service. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, with a focus on ongoing monitoring and supervisory oversight.

Catherine Mcdonald is a financial advisor with Lincoln Investment in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. She has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she serves as President and board member of the Dapper Mcdonald Charitable Foundation, which raises awareness and funds for ALS. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering both advisor-managed and firm-managed model portfolios alongside various investment programs.

Davin Sessa is a financial advisor with Guardian Life and holds a Series 63 designation. He has 15 years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is a martial arts coach, a published author linking martial arts and personal finance, and serves on the Yorktown Chamber of Commerce board as well as acting as treasurer for Hudson Valley Christian Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.