Renzo Bautista is a financial advisor at TD Private Client Wealth LLC with Series 66 and Series 63 credentials and five years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America. Bautista also has an ongoing affiliation with Wilmington University. 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 TDIS (US) clients. The firm constructs portfolios using strategic and tactical asset allocation with both affiliated and third-party sub-managers and offers financial planning support and custody through third-party custodians.

Daniel Krisiloff is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as seven years at Chelsea Lighting. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Jaesung Son is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Nylife Securities and New York Life Insurance Company since 2005. He is also involved in insurance brokering through International Planning Alliance, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Matthew Waldman is a financial advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 12 years of industry experience. Prior to joining Kestra in 2022, he worked with Northwestern Mutual from 2016 to 2021. In addition to his advisory role, he manages an insurance business under his own name, focusing on life, disability, long-term care, and health insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves a wide client base, including large institutional investors, and supports multiple management platforms and third-party solutions.

Shlomo Schmalz is a financial advisor with Primerica Advisors in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Primerica Advisors since 2015 and is also affiliated with Safrin Associates. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment programs and platforms, managing approximately $15 billion in regulatory assets under management.

Nancy Fischer is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance since 2021. Her prior experience includes roles at Royal Alliance and Private Portfolio Partners, where she served from 2003 to 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Richard Grofsick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a role with Agia since 2022. Outside of his advisory work, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors 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, and brokerage services, using Envestnet UMA models to construct client portfolios.

Edmund Unneland is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2022, he was self-employed for one year and spent 26 years at Loews Corporation. Outside of his advisory role, he owns multiple rental properties that he manages alongside his professional responsibilities. 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 both discretionary and non-discretionary approaches and supports large-scale institutional operations alongside specialty market roles.

Sean Hillegass is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at EmblemHealth, Network Doctor, Equitable Advisors, and AxA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as 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 a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Stephen Inglesino is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 13 years of industry experience. He has been with TD Bank, N.A. and TD Private Client Wealth LLC since 2012. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

William Galvin Jr. is a CFP® with 26 years of industry experience, currently serving with Hightower Advisors since 2024. His prior roles include lengthy tenures at CMG Financial Planning Ltd and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles. The firm also manages large pooled and institutional mandates, with capabilities in international exposure and customized portfolio construction.

Richard Jasper is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he is involved in publishing hardbound books featuring portraits of people and their homes, as well as business portraits for marketing materials. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports diverse account features including discretionary management, alternative investments, and securities-based lending.

Georgina Nico is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through a comprehensive platform that integrates trust and insurance services.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Brandon Ulloa is a financial advisor with Lincoln Investment in Tarrytown, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Spartan Capital Securities, Bank of America, Merrill, and other financial and academic institutions. Outside of his advisory work, he owns Kachi Entertainment & Productions, Inc., an entertainment company focused on DJing and organizing private events. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and tactical investment approaches across advisor-managed and firm-managed model portfolios.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. Outside of his advisory role, he is the owner of Questar Stabinski LLC, an investment advisory business. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and employs a range of investment philosophies supported by sub-advisors and third-party platforms.

Pamela Mellor is a Series 66-licensed financial advisor with Primerica Advisors, based in Paramus, NJ, and has 21 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Joseph Cain is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent 20 years with American Portfolios Financial Services, Inc. Outside of advising, he operates a tax preparation business as an enrolled agent and manages the website SideGig.com. Osaic Advisory Services serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models, utilizing both proprietary and third-party platforms.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.