Patricia Linekin is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at Key Investment Services and KeyBank over the past 18 years. 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. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Burke Anderson is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2017, following a four-year tenure at Goldman Sachs & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Ronit Shah is a Series 65 licensed advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower Advisors in 2025, Shah held roles at Drexel University, Alkali Partners, Glenmede, and Vette.io. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Christopher Sosa is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Valic Financial Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and offers specialized services such as coordinated tax compliance, CFO functions, and a Financial Wellness Platform, supporting both traditional and alternative investment strategies.

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Chryssanthe Detroyer is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services, utilizing both proprietary strategies and third-party model providers.

Charles Androsiglio Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007, with a brief tenure at Wells Fargo Clearing in 2019. He is based in Scarsdale, NY. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a comprehensive range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Bryan Reynoso is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Santander Securities, Santander Bank, Citibank, and other firms. 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 clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Nochum Wilner is a financial advisor with Guardian Life holding a Series 66 credential and 15 years of industry experience. He has worked extensively with Guardian Life and Park Avenue Securities over the past decade. Outside of his advisory role, Wilner provides tax preparation services through Wilner Wealth Strategists LLC and serves as secretary on the board of Congregation PNAM Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with access to proprietary programs, third-party solutions, and integrated insurance and alternative investment products.

Christopher Tortora is a financial advisor with Guardian Life and holds Series 63 and Series 65 registrations. He has 31 years of industry experience, including five years at Voya Financial Advisors and multiple overlapping roles at Guardian Life and Park Avenue Securities. He is also involved in term and universal life insurance sales. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary and third-party investment solutions.

Helene Rude is a CFP® with three years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. She has been associated with Stratos Private Wealth and LPL Financial LLC since 2018. Stratos Wealth Partners is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with an open-architecture investment approach that integrates multiple third-party platforms and managers.

Neal Baumann is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2009. Baumann serves as a board member for Aging in America, Inc., a nonprofit providing services to the elderly. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, utilizing both proprietary strategies and third-party models.

Fraj Lazreg is a financial advisor with Money Concepts Capital Corp in Dunkirk, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Money Concepts Capital Corp since 1993 and has also been associated with Columbian Mutual Life Insurance Company since 1986. Outside of his advisory role, Lazreg serves as treasurer for LCG Tax Services, LLC, and is an officer and owner of Integrity Family Resources Inc, an independent insurance agency focusing on Medicare products. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. With approximately 431 advisors managing around $3.33 billion for 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage asset allocations and account rebalancing.

Donald Strangfeld is a financial advisor with Janney Montgomery Scott in Montvale, NJ, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has been with Janney Montgomery Scott since 1996. Outside of his advisory role, he serves as co-chair of the New Jersey Symphony Orchestra Board. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Fabiana Coelho is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, BNY Mellon, and Bank of America Merrill Lynch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Kenneth Horowitz 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 32 years of industry experience, including over 17 years with Guardian Life and two years at Park Avenue Securities. Outside of his advisory work, he is involved in selling life and long-term care insurance products and is affiliated with Integrated Benefit Consultants, LLC. Park Avenue Securities, a subsidiary of 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 both discretionary and non-discretionary investment management, financial planning, and specialized consulting services, utilizing proprietary and third-party platforms to tailor client relationships.

Brandon Paolillo is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, Bank of America, and First Republic Investment Management prior to joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Elaine Potash is a financial advisor with Private Advisor Group, LLC, holding CFP® and ChFC® designations and over 34 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Founders Financial Securities, Transamerica Financial Advisors, and Equitable Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive portfolio management and financial planning services, offering proprietary and third-party investment solutions through a fiduciary-based advisory model.

Richard Adler is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Fusion Financial Group. He has also maintained a long-standing association with Kass & Jaffe CPAs since 1982. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody services, implementing portfolios through internal models or third-party platforms.