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.

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.

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.

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.

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.

Michael Mccumiskey is a Series 65 licensed advisor with three years of industry experience, currently with Cetera Planning Partners. He has held roles at several firms, including Avantax Planning Partners and MPM Advisory, LLC, where he provides outsourced accounting support to small and medium-sized businesses. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm incorporates diversified mutual fund and ETF allocations tailored to client objectives, and provides additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

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.

Eric Fuhrman is a CFA® charterholder with six years of industry experience, currently affiliated with RBC Rochdale, LLC. He previously worked at CNR Securities, LLC, Rice Hall James & Associates, LLC, and HGK Asset Management. Outside of his advisory role, he assists with accounting and administrative matters for a mental health therapy practice co-owned with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities, employing an active, multi-strategy investment process that integrates quantitative models and fundamental analysis. The firm offers portfolio management, sub-advisory, and related services, managing approximately $73 billion in assets across 125 advisors.

Michael Pintar is a CFA® charterholder affiliated with Rockefeller Financial LLC and has three years of industry experience. His prior roles include positions at Alliance Trust Company and Sierra Nevada Wealth Management, LLC. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with a comprehensive investment platform featuring direct portfolio management, third-party managers, and alternative investment solutions.

James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management platforms.

Thomas Mingone is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds the ChFC® designation and has worked previously at Equitable Advisors, AXA Advisors, LLC, and Cmg Financial Planning Ltd. Outside of his advisory work, he serves as Vice Chairman of the board for The Rockland Community Network Inc., a nonprofit providing agricultural educational services to the local school district and community. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of investment vehicles through a multi-manager, manager selection model.

Tyler Resch is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include multiple positions at Key Investment Services LLC, KeyBank, NYLIFE Securities LLC, and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory programs, execution and custody services, and bespoke solutions for high-net-worth clients.