Josip Antolos is a Series 66-registered financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports large-scale, complex market roles and arrangements.

Jenna Rodes is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 11 years of industry experience. She has been with TD Private Client Wealth LLC since 2014 and also has prior experience at TD Bank N.A. 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 mix of strategic and tactical asset allocation using both affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Dylan Roche is a CFP® professional with nine years of industry experience, currently serving as an advisor at Voya Financial Advisors, Inc. since 2017. In addition to his advisory role, he is an audiobook narrator and joint podcast host for fiction short stories. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution through a dual-registered SEC investment adviser and broker-dealer platform.

James Rie is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. His prior roles include positions at Manning & Napier Investor Services and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and advisory investment services focused on asset allocation, contribution guidance, and retirement planning. The firm’s approach leverages Morningstar Investment Management’s proprietary software and model portfolios to support both discretionary and non-discretionary investment strategies.

Clara Humphrey is a financial advisor at Hightower Advisors with five years of industry experience. Prior to joining Hightower in 2024, she worked at Equitable Advisors and TD Bank. Outside of her advisory role, she has performed clerical and ministerial duties with a financial advisor group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Trevor Mcnally is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities, Guardian Life Insurance Company, Bungee Capital Partners, and Managed Care Advisory Group, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and retirement consulting services.

Michael Weinberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, he is a CPA who prepares various types of tax returns and also conducts insurance sales independently. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Evan Sall is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Citigroup in 2023, he worked for eight years at Signature Securities Group Corp./Signature Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Anju Sharma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, following nine years at Primerica Advisors. Outside of her advisory role, she is involved in health and life insurance services and serves as a co-trustee for estate assets. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms.

Daniel Giaimo is a CFP® certificant with 27 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial since 2015 and has been involved with ITI Strategies since 2003. Giaimo serves as President and CEO of Giaimo & Company, Inc., a tax preparation and accounting firm. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and a proprietary WealthSuite separately managed account program.

Brennian Antell is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds a Series 65 credential and has previously worked at Altium Wealth Management LLC and Hightower Altium Holding, LLC. Outside of advisory work, he is involved in insurance advice and sales through Altium Planning, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s approach features multi-manager solutions and manager selection, offering access to both affiliated and third-party managers with a broad range of investment options.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Northern Trust Bank and Northern Trust Securities, Inc. Outside of his advisory duties, no additional activities are noted. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating trust and insurance services alongside brokerage and placement capabilities.

Louis Orazio II is a CFP® professional with 12 years of industry experience. He has been with Commonwealth Financial Network since 2017, following a one-year tenure at National Planning Corporation. Orazio is also the author of the book *Strength in Numbers*. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Steven Swistak is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Ameriprise, and RiverSource Distributors Inc. Outside of his advisory work, he is involved in Swistak Strength and Conditioning LLC, a fitness-related business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management across diverse investment products.

John Reece is a CFP®, CFA®, and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Williams Jones Wealth Management, LLC and Fisher Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

John Gustafson is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates Gustafson Wealth Management as an owner. His background includes a long tenure at Fusion Financial Group beginning in 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and pooled plan solutions, with a platform supporting discretionary trading and third-party managed solutions.

Jeffrey Gambuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. 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 both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies and programs.

Frank Romano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and 25 years of industry experience. His work history includes long-term roles with Sharebuilder 401k, Nfb Investment Services Corp., Greenpoint Securities LLC, Essex National Securities, Inc., and Metro Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates unique market roles, including swap dealing and futures commission services.

Laurie Goldsmith Heitner is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. She has 42 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. She is also engaged in the sale of insurance products and operates a sole proprietorship under her name. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers proprietary and third-party investment programs and supports a range of account-level services, including securities-based lending and tax-harvesting strategies.

Justin Golkowski is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He has held his current position at Citigroup since 2011. He holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various segments including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a range of investment advisory programs and execution services, employing multi-asset, multi-manager strategies supported by internal standards and oversight committees.