Peter Vitale is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 27 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MassMutual, and MetLife Securities. Outside of his advisory work, he is also active as an insurance broker for products beyond Guardian. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Steven Sklaver is a CFP® with 14 years of experience currently serving at Schwab Wealth Advisory. His career includes multiple roles at Charles Schwab and related entities dating back to 2014. He serves as a committee member for Red Bank RiverCenter, a nonprofit organization focused on community development in Red Bank, NJ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, delivering services such as financial reviews, retirement planning, and investment recommendations through standardized asset allocation models and research tools.

Sebastian Franks is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His work history includes roles at University Partners, Greystar Real Estate Partners, and Fairfield Integrated Systems. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

David Garner is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and previously worked for Centaurus Financial, Inc. for 14 years. Outside of his advisory work, he serves as president of his community's HOA board, where he contributes to decision-making and occasionally assists with manual labor. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management programs.

Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Madeline Keshinover is a Series 66 licensed financial advisor with six years of industry experience, currently with Citigroup Global Markets. Her prior experience includes roles at Morgan Stanley and UBS Financial Services. She has held positions at Columbia University and Binghamton University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Sarah Melzer is a financial advisor at Hightower Advisors with seven years of industry experience. She holds Series 65 and Series 63 certifications. Her prior roles include positions at Bay Point Wealth and Raymond James & Associates. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Gabrielle Lindenfeld is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2012. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary strategic allocation models and a range of specialized programs, leveraging extensive affiliated resources across the Goldman Sachs ecosystem.

Darrin Miles is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at New York Life, NYLIFE Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a facilitator for Real World Academy, a nonprofit providing youth development services such as life skills training and budgeting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Smirnov is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill, CitiBank, TD Bank, and Northfield Bank, as well as a four-year period at Baruch College, CUNY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages both discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Archit Singi is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at PwC and J.P. Morgan. 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 employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Michael Campione is a financial advisor at Oppenheimer with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2015. Outside of his advisory role, he volunteers as an umpire for Little League International, a nonprofit youth baseball and softball organization. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory and execution services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed-income strategies.

Emanuel Cabrera is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has been with Citibank since 2017 and previously worked at Walgreens. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale research and market roles, distinguishing it from many peers.

Kevin Hurd is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Citigroup in 2022, he worked for six years at Cross Shore Capital Management, LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from many peers.

Liwen Li is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing four years of industry experience. In addition to advisory work, Li co-owns Vert Global LLC, which provides immigration consulting services. She has also owned LW Global Wealth Inc., focused on insurance sales within the World Financial Group platform. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering fee-based advisory programs, commission-based brokerage, and access to third-party money managers through proprietary and external model portfolios.

Elizabeth Newman is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. She has worked at Valic Financial Advisors since 2013 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jeuris Ramon Pena is a financial advisor with Transamerica Financial Advisors and holds a Series 66 designation. He has two years of industry experience and has held roles in both financial advising and the music industry, currently serving as Accounting Manager for LVRN Records LLC. Pena’s background includes positions at World Financial Group, City Winery, and Concord Music Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and offers multiple program platforms such as Transamerica ONE and TFA365.