Briana Iannaccone is a CFP® with six years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. She has worked with Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, among other roles. Outside of financial advising, she has been involved in entrepreneurial and educational activities including a dog training business and a position at Ramapo College of New Jersey. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and advisory solutions, combining in-house and third-party strategies with ongoing monitoring and financial planning services.

Frank Cifuni is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is president of LCG Tax Services, LLC, and serves as an officer for the charity Valley Cottage Indians Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Michael Herkert is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY. He has four years of industry experience, including prior roles at Kestra Investment Services and Westchester Financial Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Miguel Fernandez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Kevin Lacaj is a financial advisor with HSBC Securities (USA) Inc. holding Series 66 and Series 63 licenses and has two years of industry experience. He has worked previously at J.P. Morgan Securities LLC and Lacaj Holding Inc. In addition to his advisory role, he is also a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he sells bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and utilizes both affiliated and third-party providers for its advisory, fund selection, and administrative services.

Dianne Pritchard is a financial advisor with SPC and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at Sigma Financial Corporation and SPC. Outside of her advisory role, she is an independent insurance agent specializing in dental, group disability income, life, accident, health, and Medicare-related products, and serves as a board member at her church. SPC serves a diverse client base including individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Celia Valez is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at JPMorgan Securities LLC and StateFarm. Valez is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled 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.

Lisa Raghunanan is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA. 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 investment decisions supported by non-binding recommendations and ongoing product due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Steven Testino is a CFP® with 25 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. His prior roles include positions at LPL Financial and Independent Financial Partners. Outside of financial advising, he has been involved with SCT Restaurant LLC for over two decades. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Michael Dimola is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America Advisors, Inc. and Securities America, Inc. He also operates a CPA practice, Michael Dimola, CPA, PC, which he has owned since 1996. 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, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Sean Franklin is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at J. M. Franklin & Company, LLC and Nylife Securities Inc. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform supporting both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Thomas Herkert is a CFP® professional with 36 years of industry experience currently serving at Commonwealth Financial Network since 2022. He has held advisory roles at Kestra Advisory Services, Kestra Investment Services, Westchester Financial Advisors, and operated his own firms, including Herkert Advisors, LLC since 2021. Commonwealth Financial Network is an enterprise that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and custodial services, combining internally managed models with outsourced platforms to serve individual and institutional clients.

Michael Lynch is a CFA® charterholder with 16 years of industry experience. He has been with Citigroup Global Markets since 2016 and previously worked at Maltin Wealth Management, Inc. from 2012 to 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates internal standards and oversight committees to select and monitor managers, operating at a large institutional scale with unique market roles and arrangements.

Thomas Brown is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, JPMorgan Securities LLC, and Capital One Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles, distinguishing it from many peers.

Amit Chopra is a CFP® with 19 years of industry experience, currently serving as an advisor at NewEdge Advisors. He is the managing partner and owner of Forefront Wealth Planning & Asset Management, a private entity involved in securities and advisory services. His prior roles include positions at Advisors Capital Management, Commonwealth Financial Network, and Bruderman Brothers LLC. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, with regular portfolio reviews and a focus on managing trading costs and conflicts of interest through oversight and disclosure.

Timothy Burklow Jr. is a CFP® and ChFC® with eight years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and previously worked at Burklow & Rotella and Ameriprise. Before entering the financial advisory field, he was employed at Rutgers University for four years. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services.

Gawain Mckenzie is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities. He currently operates out of Ramsey, NJ. 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 constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

David Alter is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is completing a graphic novel intended for adaptation into a major motion picture and serves as a trustee for multiple family trusts. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Ryan Kirschner is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Prudential Insurance Company of America for nine years. Kirschner joined PNC Investments, LLC in 2025. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and approved mutual fund and ETF strategies managed by PNC or third parties.

Andrew Buscetto is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 26 years before joining NewEdge Advisors. Outside of his advisory role, he manages support staff and administrative functions through his ownership of Singularity Management, LLC, and oversees practice administration at 7B Ventures, LLC. 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, using a variety of analytic approaches and periodic portfolio reviews.