Jan Getto is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Capital Corp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Ryan Beattie is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Park Avenue Securities and Guardian Life since 2020. Prior to that, he was employed at Joseph Colarusso's State Farm Agency and Coast 2 Coast Insurance Agency. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.

Christopher Reda is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, E*TRADE Securities LLC, and Advisors Asset Management, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-managed employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolio options.

Anna Pulgiano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been affiliated with Ameritas Advisory Services since 2021 and has held various roles within Ameritas-related entities since 2015. Outside of her advisory work, she is involved with Acrisure, the parent company of Union Benefit Planners and Group Benefits & Administration, where she acts as an agent. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs using in-house and third-party managers, and integrates with Ameritas affiliates to deliver comprehensive financial solutions.

Terry Zhang is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held positions at Citigroup since 2017 and previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering comprehensive investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including roles as a swap dealer and futures commission merchant.

Carol Dahl is a financial advisor at Citigroup Global Markets with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009 while also being with Citigroup Global Markets since 2007. 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 through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Stephen Dolan is a CFP® with 27 years of industry experience, currently affiliated with OSAIC Institutions, Inc. in Massapequa, NY. His prior roles include positions at Apple Bank, Citigroup, Wunderlich Securities, and J.P. Morgan Securities. OSAIC Institutions serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer and advisory model, providing access to alternative investments and lending solutions through extensive banking and credit union networks.

Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Mark Libersher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Private Advisor Group since 2012 and has also worked at LPL Financial since 2008. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and access to third-party asset managers and model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Aidan Durney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for six years and has experience at LPL Financial LLC. Outside of advisory roles, he has operated a business related to financial services under Flynn Financial Partners. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Daniel Tisser is a CFA® charterholder with five years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Allied Wealth Partners, Minnesota Life Insurance, Securian Financial Services, and BNP Paribas Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Alexander Levy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs supported by internal standards and oversight committees.

William Lepping Jr. is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney in 2017, he worked at Bank of America and Merrill, where he had a combined tenure of over 30 years. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Krzysztof Kolba is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2016. He is also affiliated with LPL Financial during the same period. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to various advisory programs, third-party asset managers, and firm-managed model portfolios supported by prominent strategists.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. 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 wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Pierson Faldetta is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held roles at the Suffolk County Comptroller's Office and Fire Island Ferries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches across equity, balanced, and fixed income strategies, with approximately $36.7 billion in assets under management as of the end of 2025.

Mante Osei is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, Wells Fargo, Santander Securities, and Astoria Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm employs strategic and tactical asset allocation through its TD Managed Portfolios and related investment products, utilizing both affiliated and third-party sub-managers.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. 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 with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Kevin Neacy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cabrera Capital Markets, Northwestern Mutual, and The Sagamore Resort. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives operations.