Marc Connolly is a financial advisor at TD Private Client Wealth LLC with 29 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Charles Schwab and TD Ameritrade. 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 manages portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 14 years of industry experience. His prior work includes roles at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas, spanning from 2003 to 2021. He is also involved with JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s advisory model is fiduciary-based and utilizes technology platforms and third-party managers to tailor investment solutions.

Jake Karp is a financial advisor at Kestra Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, JPMorgan Chase Bank, and Merrill Lynch. Karp also serves as a Senior Wealth Manager at Wealth Preservation Solutions, advising clients on wealth planning and investment strategy in coordination with estate plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Shari Reffsin is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. She holds the CFP® designation and Series 63 license. Her prior experience includes roles at Orazio Financial Services and National Planning Corporation. Outside of her advisory work, she is the managing director and owner of Divorce Financial Consulting Services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Scott Martin is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience and previously worked at ConnectOne Bank and Planning Alliance. Outside of finance, he has experience in the food service industry working at Pizza 1 Haskell. Guardian Life's subsidiary, Park Avenue Securities LLC, serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations by offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Daniel Pace is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Pace is also licensed to conduct insurance business with companies other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of investment strategies through proprietary and third-party platforms.

George Vangelakos is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only pilot program for employees that implements approved model strategies using mutual funds and ETFs with algorithm-driven risk assessment.

William Roerden is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2013, and has been with Park Avenue Securities since 2022. Roerden is also licensed to sell insurance products beyond Guardian offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets.

Douglas Royce is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, having worked at firms including Simplicity Investments, Purshe Kaplan Sterling Investments, Summit Financial, Pruco Securities, and Prudential Insurance Company of America. He is also the owner and president of Douglas Royce Advisory Group, LLC, which provides personal and commercial insurance services. TLG Advisors serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors, offering investment supervisory services, portfolio management, and fiduciary services. The firm’s investment process emphasizes manager selection and monitoring with diversified portfolios and incorporates a direct-to-consumer digital program, Starlight Portfolios, that adjusts portfolios based on risk and market conditions.

Michael Ryan is a financial advisor with VOYA Financial Advisors, Inc. in Elmsford, NY, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining Voya in 2026, he worked at MBSC Securities Corporation for 14 years and had brief tenures at Ameriprise and a period of unemployment. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to a broad range of clients, including high-net-worth individuals and institutional entities. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to support client relationships, delivering services through a large network of investment adviser representatives.

Carolyn Lloyd Turbett is a financial advisor with Kestra Advisory who holds the ChFC® designation and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including long-term roles at Kestra Investment Services and her own firm, Carolyn Lloyd-Cohen LLC. In addition to her advisory work, she serves as a trustee in legal and fiduciary capacities and is involved in insurance sales and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Darlene Giz is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, having previously worked at Principal Securities, Principal Life Insurance Company, Invesco Distributors, Oppenheimerfunds Distributor, and Blackrock Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Kevin Coscarelli is a financial advisor at Lincoln Investment with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Lincoln Investment, he worked at Cadaret, Grant & Co., Inc. He is also involved in insurance sales through his ownership of KCMCSC LLC and partnership in Total Koverage LLC, focusing on professional and general liability insurance. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Leland Soffel is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and totaling 41 years of industry experience. He has worked at Steward Partners in various roles since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

John Galvin is a CFP® with 19 years of industry experience. He is currently with Hightower Advisors, joining in 2024, and previously worked at CMG Financial Planning Ltd, Equitable Advisors, and Axa Advisors, Llc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a model that emphasizes manager selection and multi-manager solutions. The firm supports both discretionary and non-discretionary strategies and integrates proprietary research and various investment vehicles in its offerings.

Enmanuel Perez Mendoza is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and positions in collegiate athletics and a retail business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Falk is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, Bank of America, and Merrill. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Ritu Bhayana is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is also involved as a member in part-time real estate businesses, handling administrative duties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of portfolio management solutions.

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Kashishian is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 1990 and holds a Series 63 designation. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.