Christopher Bond is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including National Asset Management and National Securities Corporation. Outside of his advisory work, he owns 007 Industries Inc., a flow-through S-corporation unrelated to investment activities. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary rule-based model allocations, and it integrates affiliated financial businesses and product channels in its service approach.

Ross Didia is a financial advisor with Vanderbilt Advisory Services and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Equitable Advisors, AXA Advisors, Douglas Elliman, The New York Racing Association, and Quest Capital Strategies. Outside of his advisory work, he is also active as a residential real estate salesperson in New York. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing a strategic asset allocation approach with both fundamental and technical analysis, and maintains a distinctive integration with retirement-plan and benefits firms to support pension consulting and plan administration.

Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.

Christopher Cornett is a CFP® with 14 years of experience in the financial services industry. He is currently with The Pinnacle Financial Group and has prior experience at Bank of America and Merrill. Cornett holds Series 63, 65, and 66 licenses. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a written Investment Policy Statement and fundamental analysis across various instruments, managing accounts primarily on a discretionary basis with regular monitoring and reviews.

Jeffrey Higgs is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has worked at Sterling Monroe Securities, LLC since 2008. Outside of his advisory roles, he serves on the board of Wolfeboro School and is involved in insurance product sales and administration. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across various securities.

Diana Palmieri is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt since 2013, as well as at Grove Point Investments LLC for multiple years. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services.

Matthew Senicola is a financial advisor with NBC Securities, Inc. in Massapequa, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with NBC Securities since 2015. In addition to his advisory role, he occasionally writes investment-related articles for Seeking Alpha. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering multiple fee-based advisory programs and managed account platforms that utilize discretionary manager selection, model portfolios, and overlay management.

Giuseppe Leone is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and four years of industry experience. His prior roles include positions at Infinex Investments, Apple Bank, Ameriprise Financial, and Yotel New York. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments via the CAIS platform. The firm’s advisory services are primarily delivered through a network of investment adviser representatives who provide both discretionary and non-discretionary portfolio management solutions.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott. Janney Montgomery Scott LLC 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Allen Mena is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and four years of industry experience. He has worked with D.A. Davidson & Co. since 2021 and was previously employed at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, adhering to the Advisers Act fiduciary standard and incorporating both qualitative and quantitative analysis in its investment recommendations.

Stephen Falgoust is a financial advisor at Guardian Life with three years of industry experience. He holds the Series 66 designation and has prior work history including roles at Northeast Financial Network and United Sleep Diagnostics. He also works as an independent contractor in insurance outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services, employing both discretionary and non-discretionary models through proprietary and third-party managers.

Stephan Coles is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Charles W Cammack Associates, Inc. since 1981 and joined Voya Financial Advisors in 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuities and life insurance sales. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary recommendations across multiple program structures and operates both as an SEC-registered investment adviser and a broker-dealer.

Vanessa Aulestia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having three years of industry experience. Her career includes prior experience at Northeast Financial Network and a six-year period running a chocolatier business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment programs.

John Ryan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Grant Thornton and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker‑dealer and SEC‑registered investment adviser serving individuals, pension and profit‑sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a range of advisory programs, including discretionary and non‑discretionary models and a lower‑fee hybrid digital advisory solution.

Yanique Anderson is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and HSBC in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and a combination of large institutional scale and unique market roles.

James Lang is a Financial Consultant at Fidelity Investments, where he partners with clients to build personalized financial plans tailored to their short and long term goals. He has been in his current role since 2024. With over 25 years of experience in the financial services industry, James has held various positions including Relationship Manager at UBS, Financial Consultant at Etrade Morgan Stanley, and Financial Advisor at Merrill Lynch, among others. His extensive career reflects a broad expertise in wealth management and client relationship roles. Outside of his professional work, James has personal interests that include football, movies, parenthood, pets, and reading.

Daniel Cook is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a two-year tenure at Capital One Investing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs including discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager solutions supported by in-house research and oversight committees.

Andrew Shull is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 63 designation and has 18 years of industry experience, including 12 years with Voya. Outside of his advisory role, he coaches youth Tee Ball teams in his community. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures that emphasize non-discretionary recommendations.

Michael Caracappa Jr. is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Apple Bank for Savings, and CARA-CO Security Inc., where he was involved in a security system company outside of his investment practice. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.