Christopher Shea is a CFA® charterholder with 30 years of experience in the financial industry. He is currently a financial advisor at Rockefeller Financial LLC, where he has worked since 2026. Prior to that, he spent over two decades at UBS Financial Services and UBS Asset Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Oliver Davis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent time at the University of Rhode Island. He is also an independent insurance agent and a partner in a small business handling technology issues. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by offering financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to manage client assets, primarily through non-discretionary relationships.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Brian Dragotto is a Series 66-licensed financial advisor with Guardian Life, bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Bank of America, among others. Outside of advising, he contributes articles for the International Planning Alliance aimed at clients and prospective clients. Park Avenue Securities, where he is affiliated, provides brokerage and investment advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers both advisor-led discretionary management and model-based strategies, integrating proprietary and third-party platforms to tailor client relationships.

Tyler Albolino is a financial advisor at Money Concepts Capital Corp with a Series 65 credential and no prior industry experience. His work history includes positions at Investors' Advantage Portfolios and roles outside finance such as at Mercedes Benz of Nanuet and in retail. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets and employs model-driven, asset-allocation approaches combined with third-party managers and technology platforms to deliver both discretionary and non-discretionary portfolio programs.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Matthew Stack is a financial advisor with Integrated Wealth Concepts LLC in Ramsey, NJ. He holds the CFP® designation and has five years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Evercore Group LLC and Modera Wealth Management, LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee and model-based programs.

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.

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.

Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 14 years of industry experience. His work history includes roles at GWFS Equities, Inc., and entrepreneurial activity with Hashim Design NYC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Eileen Suppo is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of her advisory role, she operates as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of representatives, utilizing a combination of in-house and third-party strategies and technology-enabled tools.

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.

Jeremiah Buden is a financial advisor with Lincoln Investment, holding the CFP® and ChFC® designations and 12 years of industry experience. He previously worked at Valic Financial Advisors, VOYA Financial Advisors, and Agia. Buden is a member of the advisory committee for The Gotham Fund, which supports the Gotham Knights Rugby Football Club, where he participates in fundraising and oversight of the fund’s financial practices. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and 403(b) and 457(b) program participants. The firm utilizes a combination of advisor-led consulting, strategic model portfolios developed by its in-house Investment Management & Research team, and third-party managers.

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.