Evan Gutman is a financial advisor at Key Investment Services LLC with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in roles outside the financial sector, including at Uber and Penn State Housing and Food Service. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.

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.

Nitika Sethi 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 since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to provide bespoke discretionary solutions and extensive research capabilities.

Michael Guarnieri is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrated Wealth Concepts since 2023. In addition to his advisory role, Guarnieri is a certified public accountant at Scheer Guarnieri & Associates CPAs LLP, where he has worked since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Richard Harrison is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 50 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2000. Harrison is also the owner of The Harrison Group, an insurance business he has operated since 1975. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors.

Yooran Cho is a financial advisor with PNC Wealth Management in Little Falls, NJ. He holds a Series 66 designation and has been with PNC since 2022, including roles at PNC Bank prior to his current position. His background includes experience in tax consulting and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

Daniel Leskowitz is a financial advisor at Commonwealth Financial Network with three years of industry experience. He previously worked at Morgan Stanley and Barclays. His other business activities include fixed insurance sales conducted during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Justin Spagnuolo is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he had roles outside finance, including working at Erini Restaurant and Franklin Avenue Middle School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

John Finney is a CFP® professional at Beacon Pointe Advisors, LLC with 41 years of industry experience. His prior roles include positions at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers customized reporting and education for retirement plans.

Lenin Sanchez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Jennifer Hatch is a CFP® professional with 36 years of experience in the financial services industry. She is affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has been leading Christopher Street Financial since 2007. Hatch serves as a board member for the Rockland Pride Center and Making Gay History. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Frank Castellvi is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Ascensus and Lord Abbett & Co., LLC. He is currently based in Wyckoff, NJ. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary modeling and portfolio oversight by Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance.

David Nadeau is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes positions at Empower Retirement, Wells Fargo Bank NA, Fidelity Investments, and Freedom Mortgage Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and select retail brokerage account holders. The firm’s approach includes point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Michael Mccaffrey is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life and its affiliate, GUARDIAN LIFE INSURANCE CO of AMERICA, since 2011, and previously worked at International Planning Alliance, LLC from 2000 to 2011. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, along with proprietary and third-party platforms, to tailor client relationships and provide access to insurance products and alternative investments.

Joanne Danckwerth is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund.

Laura Nguyen is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Financial Inc and Stifel. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has served as an advisor at Park Avenue Securities and Guardian Life since 2016. Outside of her advisory role, she serves as a trustee for several family trusts and is a volunteer member of the Board of Trustees for the Jewish Federation of Greater Metrowest. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dylan Miller Jones is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Rockefeller Financial, he worked at Woodloch Springs and Horizon's Edge and was affiliated with James Madison University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across various asset classes, along with broker-dealer services and alternative investment placement.

Salvatore Petruzzellis is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including a long tenure with Guardian Life and related entities, as well as International Planning Alliance, LLC. His other business activities include the sale and servicing of insurance products such as life, disability, group, medical, and annuities. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.