William Lepping Jr. is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney in 2017, he worked at Bank of America and Merrill, where he had a combined tenure of over 30 years. 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, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joseph Fiorica is a Series 66-licensed financial advisor at Citigroup Global Markets with nine years of industry experience. He previously worked at the Federal Reserve Bank of New York for three years before joining Citigroup in 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and bespoke solutions for large relationships.

Richard Linden is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently with Equity Services, Inc., where he has worked since 2018, and has prior experience at National Life and Ameriprise Financial Advisors. Linden is also involved in the sale and service of fixed insurance products through his associated ventures, Fifth Gen Financial and Eastern Advisory Group. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. 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 wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Eugene Tournour is a financial advisor with Bankers Life Advisory Services, Inc. holding a Series 63 license and bringing 36 years of industry experience. His prior roles include six years with Princor Financial Services Corporation and Principal Life Insurance Company. He is also appointed as a 1099 agent for Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities.

Anthony Bianchi is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Guardian Life since 2017 and previously spent ten years with Park Ave Securities and Guardian. In addition to his advisory role, Bianchi is a licensed attorney in New York, representing clients in non-investment related legal matters, and holds a property and casualty insurance license to assist clients with their coverage. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

Pierson Faldetta is a financial advisor at Oppenheimer with Series 66 credentials and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held roles at the Suffolk County Comptroller's Office and the University of Florida. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with custody of client assets maintained as a qualified custodian.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Harvey Weiner is a financial advisor at Guardian Life with 44 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2015. In addition to his advisory role, he operates as an insurance broker offering various insurance products independently. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Richard Knuth is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Santander Securities, Ameriprise Financial Services, and Allstate Financial Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including derivatives and futures services, and provides customized solutions for high-net-worth clients.

John Kuhn is a CFA® charterholder with a Series 66 license, currently advising at Citigroup Global Markets. He has nine years of prior experience at Morgan Stanley Investment Management before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a diverse range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and customized discretionary solutions.

Lindsey Ferguson is a financial advisor with NewEdge Advisors in Greenwich, CT, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. Her career includes roles at Mid Atlantic Capital Corporation, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. She serves as an advisory board member at Campus Cover Pro Services, assisting in business development and capital raising. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services and employs multiple program structures combining in-house and third-party management, supported by technology tools and centralized due diligence.

Jake Thomas is a CFP® professional at Janney Montgomery Scott with three years of industry experience. He has been with Janney Montgomery Scott since 2022 and also has experience in the sports and entertainment sectors, including roles at Prospect Sports and 1Vision Sports & Entertainment. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and investment management through a combination of in-house and third-party solutions.

James Fasolino is a financial advisor with Lincoln Investment and holds a Series 63 designation. He has 18 years of industry experience, including prior roles at Legend Advisory Corporation and Legend Equities Corporation. Fasolino serves as a board member for Marien Heim of Brooklyn, a healthcare services organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs a dynamic investment approach led by an in-house research team and offers a range of portfolio management and financial planning services.

Gary Mc Hugh is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2016. Prior to that, he was with Merrill from 2009 to 2016 and Banc of America Investment Services, Inc. in 2009. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, with a fiduciary standard that varies by service.

David Massa is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including 19 years at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across several wealth segments, offering a broad set of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Natalie McGinley is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2016 and operates under the DBA Wealth Conservation Group, Inc. for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, 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, operating within the New York Life affiliate structure.

Shannon Thieke is a Series 65–licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire in 2024, she held positions at Boston College from 2020 to 2024 and worked for the Town of Hempstead from 2018 to 2021. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and other services tailored through client interviews and ongoing monitoring.

Michael Conlin is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Northport, NY. He has three years of industry experience, including his current role at Valic Financial Advisors and prior work with Agia. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Jason Holbrook is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He joined the firm in 2025 and has no prior industry experience. His work history includes roles in education and staffing, as well as involvement with a local baseball organization and a food service business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees. The firm utilizes algorithm-driven model selection and manages investments through mutual funds and ETFs with annual rebalancing.