Brenda Heitmuller is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. She has worked with Key Investment Services since 2016 and has been associated with KeyBank since 2016 as well. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and integrates services with KeyCorp affiliates, offering various wrap-fee programs alongside custodial, trade execution, and ancillary insurance products.

Daniel Giaimo is a CFP® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015. Giaimo also maintains a role with ITI Strategies, Inc., a business related to his LPL Financial activities. He is president and CEO of GIAIMO & COMPANY, INC., a tax preparation and accounting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary advisory services, utilizing proprietary technology and a range of investment strategies implemented through third-party managers and platforms.

Ayda Lupo is a financial advisor with Key Investment Services LLC in Chester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with KeyBank and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider platform and offers various wrap-fee programs with custodial and trade execution services, integrating with KeyCorp affiliates to deliver additional financial and advisory capabilities.

Guarionex Ortiz is a financial advisor at &PARTNERS with 30 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Merrill. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies through both discretionary and non-discretionary management, utilizing proprietary and third-party models and maintains roles as a registered investment adviser, broker-dealer, and municipal advisor.

Dean Dipierro is a financial advisor with Kestra Advisory Services, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, LPL Financial, and Ameritas Investment Corp. He is also the owner and president of Great Helm Corp. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers comprehensive services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Patrick Lennon Jr. is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015, following prior roles at Kestra Investment Services and Equitable Advisors. Lennon is involved with Lennon Associates II, LLC, a business entity he manages for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary model, utilizing a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Kevin Schunck is a financial advisor at Key Investment Services LLC in Monroe, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and Equitable Advisors. Outside of his advisory work, he is a co-owner of a seasonal ice cream shop, Treats & Tiques NNY LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through model-based portfolio management. The firm uses a multi-provider platform, combining discretionary implementation with non-discretionary client model selection, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Hunter Fauci is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior roles include positions at LPL Financial, Hudson Valley Credit Union, and Axa Advisors. Outside of his advisory work, he occasionally performs notary services for friends and family. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and combines third-party strategist portfolios with its own investment office and affiliated financial services.

Robert Zigmond is a financial advisor at PNC Wealth Management with six years of industry experience. He has held positions within various divisions of PNC since 2018 and previously worked at The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithm-driven risk assessments and approved investment strategies.

Brian Tegnander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and four years of industry experience. He has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2020. Prior to that, he spent 20 years with 10-15 Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jacqueline Dufresne is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. She holds a Series 63 designation and previously worked at Janney Montgomery Scott and Commonwealth Financial Network. Rockefeller Financial LLC serves 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 supported by the Rockefeller Global Investment Management platform, and operates as a registered broker-dealer offering a range of investment and placement services.

Jon Wessels is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Jonathan Schoenberg is a CFP®-credentialed financial advisor with over 21 years of experience, currently affiliated with Eagle Strategies (NY Life). He has worked with multiple firms including The RSI Group, Lenert Financial Group, and IPB Financial. Schoenberg holds roles in several affiliated entities related to insurance and investment services. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Bedross is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and three years of industry experience. He has previously worked at Riverstrong Capital and was self-employed prior to joining Private Advisor Group. Bedross also operates under the business names Warwick Valley Financial Advisors and K-12 Financial Advisors within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizes technology platforms, and provides access to a range of investment strategies through third-party managers and proprietary solutions.

Seth Rivers is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, Northwestern Mutual Wealth Management Company, Murphy Wealth Management Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Timothy Braunfeld is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at Rhinebeck Bank and The Bank of Greene County, and was involved in a music business, Chris's Music Exchange DBA Gravity Music Gear, from 2014 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, operating within a large-scale platform connected to Empower’s recordkeeping and administrative services.

Shlomo Schmalz is a financial advisor with Guardian Life in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Guardian Life since 2015 and has also worked with Safrin Associates since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

Michael Turi is a CFP® professional with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Unum and other financial firms, with continuous involvement in the Wealth Enhancement Group since 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Daniel Kim is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Citigroup since 2017 and previously at J.P. Morgan Securities from 2012 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with thorough manager selection and oversight processes, combining large institutional scale with specialized market roles.

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.