Peter Lang is a financial advisor with Hightower Advisors in Rye, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles to address diverse client needs.

James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. He has worked at firms including LPL Financial, MML Investors Services, MassMutual Life Insurance Company, and Pruco Securities. Licata is involved with Aging Issues Management LLC, reflecting his engagement with specialized advisory services related to aging. 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 using a range of investment strategies and technologies, often implementing advice through third-party managers and proprietary solutions.

Jarrett Hovland is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citigroup since 2015, following five years at HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by extensive in-house research and unique market roles.

David Pugliese is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 license and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of advising, he is involved in consulting through Planning Alliance Consulting and Campanella Consulting Services, and he owns GAMMA FINANCIAL, LLC. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides integrated financial planning and lending solutions.

John Spoleti is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His career includes multiple roles at Guardian Life Insurance and Park Avenue Securities since 2014. Outside of his advisory work, he is involved in several LLCs related to fixed life products and property management. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, and corporate clients. The firm offers a range of investment programs and financial planning solutions, including discretionary and non-discretionary management and digital advisory platforms.

Ryan Darmofal is a CFA® charterholder with 13 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2023, following prior roles at Hightower Altium Holding, Altium Wealth Management, City National Rochdale, Legg Mason, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and customized portfolio construction.

Michael Magnani is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018 and previously worked at Ameriprise Financial Services for 13 years. He is also president and co-owner of Amatuzzo, Magnani & Associates, LLC, which operates as Clear Path Private Wealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Jeanmarie Lebrini is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Altium Wealth Management and Guardian Life, where she worked from 2014 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

David Glaser is a CFP® and ChFC® with 21 years of experience in the financial services industry. He is affiliated with Eagle Strategies (New York Life) and has worked with both NYLIFE Securities and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a large advisory network within an integrated New York Life structure.

Shane Racette is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at TD Bank N.A., Della Subaru of Plattsburgh, and UFirst FCU. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of affiliated and third-party investment managers.

Caroline Taylor is a ChFC® and holds a Series 65 license, with three years of industry experience. She is currently with CWM, LLC and previously worked at Carson Wealth, Taylor Financial Group, Prudential Financial, and Eaton Vance. Outside of her advisory work, she is a co-owner of Pink Suits Enterprises, a marketing business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Keith Snyder is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved with Aurelian Wealth Strategies as an owner and member. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.

Kenneth Alter is a financial advisor with Park Avenue Securities and Guardian Life, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He operates Planning Alliance Consulting LLC, providing fee-based consulting services for businesses and estates. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Private Advisor Group since 2005 and LPL Financial since 2003, and he also operates Aging Issues Management LLC and serves as a senior real estate specialist with Coldwell Banker Signature Properties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model that incorporates various investment strategies and technology platforms while utilizing third-party managers and wrap programs.

Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Barry Carron is a ChFC® credentialed advisor with 27 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and managing The Carron Group, where he brokers insurance and annuity sales. Outside of financial advising, he markets credit card processing services to retailers in a sales capacity. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Thomas Gibson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and several years in education and fitness. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Daniel Galvin is a financial advisor with Hightower Advisors, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Shikiar Asset Management, Inc. and Mariner Wealth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment strategies across traditional and alternative asset classes.