Kenneth Ford is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Private Advisor Group since 2011 and previously spent 10 years with LPL Financial, LLC. Ford operates under multiple business names associated with his advisory activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offers managed account solutions including its proprietary WealthSuite platform, and utilizes third-party managers and a range of investment strategies.

Paul Sarama is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Sarama is based in Paramus, NJ, and owns The Baker Sarama Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Mark Szwagulinski is a financial advisor at TD Private Client Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at Morgan Stanley, E*TRADE Capital Management LLC, and Harrisdirect LLC. 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 utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Michael Saccardo is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his finance career, he is actively involved as a basketball and youth lacrosse official and serves as treasurer for a local basketball officials board. 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 and provides solutions that include discretionary and non-discretionary portfolios, alternative investments, and access to digital-asset products.

Matthew Amelio is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 13 years of industry experience and has held roles at Nexus Wealth Strategies LLC, M.R.A. Financial Group LLC, NYLife Securities LLC, and New York Life Insurance Company. He also operates his own firms offering New York Life products and brokering insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Owen Gold is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc., Morgan Stanley, and involvement in the hospitality sector with South Kitchen + Bar and Mission Taco. Owen has also held teaching positions at the University of Georgia and Long Island University. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Gerald Spitzer is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Outside of advising, he serves as a board member for NAMI NYC, a nonprofit focused on mental illness, and holds advisory roles related to employee ownership initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ diverse investment strategies and offers both discretionary and non-discretionary account management through various platforms and sub-advisers.

James Moore is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Guardian Life in various capacities since 2015 and serves as a trustee for the Hillsborough Jr Raiders Sports nonprofit as well as a board member for the Somerset County 200 Club. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and model-based investment management solutions tailored by advisors to meet client needs.

Joseph Rivara is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life since 1995, working there for over 31 years. Rivara is also involved in insurance sales beyond Guardian products. Guardian Life's subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to proprietary and third-party advisory solutions tailored to client needs.

Ryan Grealy is a financial advisor at Guardian Life with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cohen & Steers Capital Management, Inc. and Cohen & Steers Securities, LLC for nine years. Guardian Life’s Park Avenue® Wealth Management 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 tailored client relationships supported by proprietary programs and third-party platforms.

George Siderias is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Guardian Life since 2011 and at Park Avenue Securities since 2012. Outside of his advisory work, he operates F3COACH LLC, a personal development coaching business, and holds officer roles in NG Luxe LLC and NG Gainz LLC, which focus on automotive operations and nutrition supplements, respectively. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary platforms, including digital advisory solutions.

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.

Lily Kanjiram is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked with GWFS Equities, Inc. since 2022 and with Prudential Investment Management Services and Prudential Insurance Company of America since 2014. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Matt Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Billfold, Yelp, and Strategic Financial Solutions. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to a diverse client base including individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and its related entities since 1985. Outside of his advisory work, he serves as treasurer for the Red Creek Association. Guardian Life’s Park Avenue® Wealth Management, 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital solutions to tailor client relationships.

Robert Obrien is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Mercer Allied Company, The Ayco Company, Goldman Sachs & Co. LLC, UBS Financial Services, and multiple entities within the Rockefeller organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates both as a registered investment adviser and broker-dealer, offering access to a consolidated investment platform with diverse solutions across equities, fixed income, and alternatives.

Dolores White is an investment advisor representative at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kestra Financial Services since 2016. In addition to her advisory role, she serves as Director of Asset Management and assists with registered representative activities through Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and investment solutions supported by rigorous due diligence. The firm manages approximately $79.8 billion in assets and serves notable clients including large institutional investors and sovereign wealth funds.

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.

Robert Hope is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following seven years at Buckingham Strategic Wealth, LLC, and four years at PNC Bank and PNC Investments. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.