Darin Fass is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Fass has been with Eagle Strategies since 2011 and has longstanding ties with New York Life Insurance Company and Nylife Securities LLC dating back to the early 1990s. He serves as a board member for the Alumni Association of the American College of Financial Services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Devone Mc Leod is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Triad Advisors, Reby Advisors, and KeyBank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Lane Marmon is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to advisory services, Lane is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach combining passive and active strategies, quantitative analysis, and internal oversight.

William Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Steward Partners organization since 2017, as well as roles outside the financial sector including positions at Indeed.com and Hardwork Communications. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management options.

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.

Mark Verity is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Equitable Advisors LLC and Prudential-related entities. He is also the owner of FirstRise Investments, where he is actively involved in trading activities. Independent Financial Partners is an enterprise firm with a nationwide network of approximately 261 independent advisors, serving a diverse client base including individuals, charities, corporations, and high-net-worth clients. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Chadley Lazreg is a financial advisor at Money Concepts Capital Corp with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Money Concepts since 2018. In addition to his advisory role, Lazreg serves as Executive Director of Operations for Investors' Advantage Portfolios, where he manages office operations, project development, and marketing. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment strategies.

Timothy Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 25 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and supports large-scale institutional roles including swap dealer and futures commission merchant activities.

Jeffrey Rockwell is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds the Series 66 designation and has been with Commonwealth and Cedar Financial Services since 2009. Outside of his advisory role, he is the owner of Cedar Financial Service, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.

William Sidari is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and related entities since 2022. Prior to his financial advisory career, he worked at Reliant Medical Group and UPS and was employed by Colgate University and local public schools in educational roles. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, providing investment advisory, financial planning, pension consulting, and managed account services.

Justin Perrotta is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at JP Morgan Chase and Tufts University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that include proprietary research and access to various investment vehicles.

Stephen Lierman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Howard Hirsch is a financial advisor with Oppenheimer in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a variety of investment products and acts as a qualified custodian for client assets.

Michael Alexander is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds the PFS™ designation, as well as Series 63 and Series 65 licenses. His work history includes positions at Holbrook Wealth Advisors, LPL Financial, US Financial Advisors, and Kolbrenner & Alexander, LLC. Outside of advising, he is involved in tax preparation and general accounting through Kolbrenner & Alexander, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who typically provide advice under Commonwealth’s supervision.

Harrison Wall is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Advisors, Columbia Threadneedle Investments, Fidelity Investments, and ParsonsKellogg. 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 and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.

William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT. He holds Series 65 and Series 63 licenses and has three years of experience in the financial services industry. Prior to joining Independent Financial Partners, he worked at Equitable Advisors and American Portfolios Financial Services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and offers both decentralized investment strategies and centralized asset management options.

Vikram Kumar is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 credential. He has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America N.A., and Morgan Stanley. 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, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Napatree Capital LLC, The Leaders Group Inc, Essex Financial Services, People's United Advisors, People's Securities, and Fidelity Investments. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and utilizes a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Patrick Lennon Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved with Lennon Associates II, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Lilwyn Dyer is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has 23 years of industry experience, including roles at Nylife Securities and New York Life Insurance since 2001. Her other business activities include serving as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and operates primarily on a non-discretionary asset management basis.