Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Richard Echevarria is a financial advisor with Transamerica Financial Advisors in Cranford, NJ, holding the ChFC® and Series 63 credentials and bringing 23 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is also involved with United Financial Services and the Transamerica Agency Network, where he manages an office and provides insurance products. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary management options.

Robert Niehoff is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 34 years of industry experience, including long tenure at Guardian Life since 1988 and current roles with both Guardian Life and Park Avenue Securities. Niehoff occasionally sells non-Guardian insurance products. Park Avenue Securities LLC, a wholly owned 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 combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Daniel Anerella Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, with roles at Guardian Life, Park Avenue Securities, Northeast Financial Network, and Pace University. Park Avenue Securities LLC, 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 advisor-led discretionary management combined with model-based strategies, proprietary wrap programs, and third-party advisory solutions.

Benjamin Cheung is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Karen Creel is a financial advisor with TLG Advisors, Inc. in Summit, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at First Republic Securities Company, LLC, Rockefeller Financial LLC, and MetLife Investment Distributors Company. She currently serves as Head of Wealth Structuring at Sequent (Florida) LLC. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering portfolio management, financial planning, and fiduciary services through a network of independent advisors and sub-advisors.

Jonathan Gerrard is a financial advisor with TLG Advisors, Inc. based in Summit, NJ. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Gerrard Advisors LLC, The Leaders Group, Douglas Gerrard, TIAA-CREF, Merrill, and Penn Mutual Life Insurance Company. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, using manager selection and ongoing monitoring grounded in fundamental analysis and Modern Portfolio Theory.

James Mcbratney is a financial advisor at Private Advisor Group, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and UBS Financial Services. Outside of advising, he has ownership interest in a restaurant in Staten Island, NY. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based approach combining client goals and risk tolerance assessments with access to both proprietary and third-party investment strategies.

Edwin Colvin Jr. is a financial advisor with Tlg Advisors, Inc. and holds the Series 63 and Series 65 licenses, with 41 years of industry experience. He has been associated with Capitas Financial LLC and The Leaders Group, Inc. since 2009. Outside of his advisory roles, he is a partner and agent at Pinnacle Group, which supports life insurance and annuity brokerage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and comprehensive financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory.

Haibo Liang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes entrepreneurial work in photonics and managing residential rental properties. Transamerica Financial Advisors serves a diverse client base with both advisory and broker‑dealer services, offering proprietary and third‑party model portfolios and managing approximately $2.1 billion in client assets as of the end of 2025.

Mark Gori is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with TLG Advisors, Inc. and The Leaders Group Inc. Prior to these roles, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. TLG Advisors, Inc. serves a diversified client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer investment programs.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Arthur Buisson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Howley Financial Group for eight years before joining Guardian Life in 2019. Buisson also acts as an insurance agent for clients when beneficial. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm provides a range of financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.

Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.

Anthony Condina is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory career, he worked for the U.S. Postal Service for 14 years. Eagle Strategies serves a diverse client base that includes individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a broad network of advisers and offers tailored solutions across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Julie Sumitomo is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. She has 18 years of industry experience and has previously worked at Santander Securities, LLC and Santander Bank, NA. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management and financial planning support.

Joyce Chan is a CFP® and holds a Series 66 license with 20 years of industry experience. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked for the past 10 years. Her prior experience includes roles at MSI Financial Services, New England Securities, Walnut Street Securities, and Tower Square Securities. Park Avenue Securities LLC, a wholly owned 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.