Eli Moallem is a financial advisor with NewEdge Advisors in Montvale, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at GWM Advisors LLC, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Outside of his advisory work, Moallem has been involved in political campaign management and local candidate recommendations in New Jersey. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jillian Torluccio is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, and Cetera Financial Group. Her current roles at Principal include positions at both Principal Financial Services and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mordechai Meisels is a financial advisor with Primerica Advisors based in New City, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2009. Additionally, he is involved with Wealth Advisory Group LLC, which solicits non-Guardian insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and provides account-level services such as lending solutions and donor-advised fund options.

Chang Lee is a financial advisor with Eagle Strategies (NY Life) in Saddlebrook, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Eagle Strategies since 2022 and is the owner of Opes One Financial Strategies LLC, where he brokers non-registered insurance products and sells New York Life products. Additionally, he provides AI tutoring and education focused on literacy and productivity tools for students and professionals. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregory Hubbard is a CFP® professional with 25 years of experience in the financial services industry. He is currently associated with Primerica Advisors and has previously worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in fee-based consulting for business and estates through Planning Alliance Consulting, LLC. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies including proprietary and third-party model portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Aidan Kokodynski is a financial advisor at Guardian Life with CFA® and Series 66 credentials. He has approximately one year of industry experience and has held roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to this, he worked at Nexamp, Inc and Siharum Advisors, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he worked at Agia and has written and published a children's ebook. He also sells baseball cards through live auction streaming on the app Whatnot. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors.

Alisha Sheikh is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and operates with a large institutional scale, including in-house research and security pricing, as well as roles as a swap dealer and futures commission merchant.

Jamie Lee is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. Jamie holds the ChFC® designation and is also a licensed Notary Public. Outside of advising, Jamie serves as a board member for the C Land Foundation, which focuses on environmental awareness and youth leadership development. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs tailored to client goals and maintains a significant amount of non-discretionary assets under management within an integrated New York Life affiliate structure.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Nicholas Tedesco is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with HSBC Securities (USA) Inc. since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, in addition to his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a structured investment process combining strategic and tactical asset allocation with due diligence from affiliated providers, serving clients with personalized investment adviser representatives.

Caren Chabora is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at TD Bank N.A., Wilmington Trust, NA, and Wells Fargo Bank in various roles since 2014. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers to construct portfolios.

Timothy Daly is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Janney Montgomery Scott since 2009 and previously spent a year at Stifel Nicolaus & Co Inc. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

William Lewis is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and related entities, having joined in 2024. Prior to this, he worked at Burklow & Rotella, LLC and Ameriprise. Lewis is also managing the closure of two privately owned management businesses in Riverdale, NJ. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering services such as portfolio management, financial planning, and consulting through various advisory programs.

Evan Gutman is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2020. Prior to his financial services career, he was employed at Uber and Penn State Housing and Food Service. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, with a focus on ongoing monitoring and supervisory oversight.

Catherine Mcdonald is a financial advisor with Lincoln Investment in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. She has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she serves as President and board member of the Dapper Mcdonald Charitable Foundation, which raises awareness and funds for ALS. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering both advisor-managed and firm-managed model portfolios alongside various investment programs.

Robert Wrage is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and he has been with Citigroup-affiliated firms since 2013. 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 specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large client relationships.

Stephen Ward is a financial advisor with Empower Advisory Group in Bronxville, NY, holding Series 66, Series 63, and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at GWFS Equities, Inc. and Mutual Of America Securities Corporation. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Joseph Pigot is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2020, and previously worked at GWFS Equities, Inc. from 2014 to 2020. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Joseph Femia is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 12 years of industry experience. He has previously worked at Ameriprise Financial Services and Mass Mutual Life Insurance Company. 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 representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.