Neil Westerduin is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds a Series 65 designation and has worked at Kestra Advisory since 2020, following an 11-year tenure at Chadwick Wealth Management, LLC. In addition, he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Kenneth Glick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes positions at Janney Montgomery Scott, Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. He is based in Saddle Brook, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary management and maintains custody of client assets as a qualified custodian.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Dominique Vitalis is a financial advisor with Carson Wealth holding a Series 66 designation and six years of industry experience. Prior to joining Carson Wealth, Vitalis worked at CWM, LLC, Taylor Financial, Royal Alliance, Bank of America, Merrill, Monumental Sports and Entertainment, and Georgetown University. Outside of advisory work, Vitalis is involved in flipping residential properties. CWM, LLC is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors and approximately $50.6 billion under management. The firm offers services including discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios overseen by an Investment Committee and providing access to alternative investments and third-party sub-advisors.

Anthony Pirro is a financial advisor with Money Concepts Capital Corp in Scarsdale, NY, holding a Series 66 designation and over 14 years of industry experience. He also operates Anthony G. Pirro CPA PC, providing accounting and bookkeeping services since 2011. Pirro has been affiliated with Money Concepts Capital Corp since 2006 and has offered accounting and tax services through his own practice since 1981. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory.

Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.

James Sahagian is a CFP® with 27 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. Outside of his advisory role, he is involved as an LLC member in a Unishippers franchise operated by his son, providing financial guidance for the business. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving a diverse client base, including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management options and partners with multiple custodians and third-party managers.

Nicholas Capezzuto is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at StoneX Financial Inc., Oppenheimer & Co. Inc., Ameriprise, and Burklow & Rotella, LLC. He also serves as a consultant for knowledge-on-demand firms Alphasights and Dialectia, providing insights on advisory services. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Margot Tubul is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and JPMorgan Securities LLC. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model and offers various wrap programs with custodial and trade execution services, integrating with KeyCorp affiliates for additional financial services.

Jennifer Levine is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles within school districts and Certified Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized manager due diligence.

Bruce Laxer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 43 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1995. Outside of advisory work, he is a co-owner and trustee of R&G Enterprises, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Salvatore Leone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a director at Apex Petrochemical, Inc. and is a board member of Saker Energy Systems Incorporated, both in the energy sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, with custodial and advisory platforms provided by Pershing and Envestnet.

Craig Castner is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience, including roles at Park Avenue Securities, Cetera Advisor Networks, and American Funds. Additionally, he manages Actuarial Retirement Services LLC, which provides 401(k) plan setup and maintenance for small business owners. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm delivers tailored client solutions through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms and providing access to insurance products and alternative investments.

Pramvera Ruiz is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill Lynch and Morgan Stanley. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Evan Heller is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate clients, and nonprofit organizations, combining advisor-led discretionary management with model-based strategies and a digital advisory platform.

Frank Loscalzo is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He has been associated with Guardian Life and its affiliates since 1991 and Park Avenue Securities since 2019. Outside of his advisory work, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with financial planning, group education, and access to proprietary and third-party investment solutions.

Christoph Stadler is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Thrivent Financial. Prior to his advisory roles, he spent nine years with DB Schenker and Schenker Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches and offers portfolio management through various platforms, acting as a fiduciary under written advisory agreements.

Dana Calabrese is a financial advisor with Empower Advisory Group in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Empower Advisory Group, Dana worked at Sentinel Group and Mutual of America in various roles from 2015 to 2025. Outside of advisory work, Dana serves as a trustee on the Board of Directors for Comprehensive Behavioral Healthcare and is a member of the Board of Trustees for the White Sands Beach Condominium Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and client savings rates.

Donald Sullivan III is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 14 years of industry experience, including prior roles at Bank of America and Merrill. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life, where he has worked since 2018. Park Avenue Securities 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 a range of financial planning, consulting, and investment solutions tailored to client needs.

Elise Lam is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Advisors Financial Network and Chase Investment Services Corp. among other firms. 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 US clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.