Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. Her career includes longstanding roles with both Guardian Life Insurance Company and Park Avenue Securities. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies, including a digital advisory solution, and provides tailored financial services.

Paul Harvey is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with 10 years of industry experience and holds the Series 66 designation. His prior roles include positions at Prudential Financial Planning Services, Bankers Life, Royal Alliance Associates, and Signator Investors. Outside of his advisory work, he is involved as an insurance agent with Florida Financial & Insurance Agency. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Jonathan Gassman is a CFP® and PFS™ professional with 17 years of industry experience. He is currently with NewEdge Advisors and has a background that includes long-term leadership at Gassman & Gassman CPA PC and G&G Planning Concepts, Inc. Outside of advisory services, he serves as President of Shymoose Holdings Inc., which operates Hippo Leadership Campus. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures supported by centralized due diligence and technology tools.

Grant West is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2016 and at Agia since 2022. Outside of his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs, utilizing discretionary unified managed accounts and overlay services through a large network of advisors.

Alfonso Reda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021, and was previously with Primerica Advisors and The Guardian Life Insurance from 2000 to 2021. Outside of his advisory work, he is a volunteer committee member at Westchester Hills Golf Club, where he has been a member for over 20 years, and he is a partner in a full-service accounting firm, Reda, Romano & Co., LLP. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

William Tricarico is a Series 65-licensed advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior work includes roles at The Colony Group, Cerity Partners, and Morgan Stanley, as well as time spent in full-time education. He also operated Sole Swap Sneakers, a sneaker resale business. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Ross Price is a financial advisor at Valic Financial Advisors with 33 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes 20 years at Fifth Third Securities and recent roles at Price Renovations LLC and Agia, where he is appointed to sell non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing technology-driven solutions and model portfolios.

Carey Blecher is a financial advisor at Oppenheimer with 39 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at NewBridge Securities Corporation, Mora Wm Securities, and LPL Financial, LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a range of investment products, offering both discretionary and non-discretionary management programs.

Ayman Saad is a financial advisor with PNC Wealth Management in Lake Worth, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Merrill, Bank of America N.A., and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

William Braun is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at B. Riley Wealth Management and National Securities Corporation. Braun serves as president of a pass-through corporation used for tax purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Mayra Dennis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked with various SunTrust entities since 2016, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a comprehensive supervisory structure.

Tony Tringali is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2015 and has also been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

James Carbone is a financial advisor with Ameritas Advisory Services, LLC, holding CFP®, ChFC®, and Series 63 designations and bringing 33 years of industry experience. His career includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, Principal Financial Group, and others. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing both in-house and third-party managers, with integrated services involving Ameritas affiliates.

Charles Sullivan is a CFP® with four years of industry experience, currently an advisor at Farther since 2025. He previously worked at Sullivan Investments Group, LLC and has held roles in property and team management for a professional athlete through his side business, V1kaLLC. His background also includes positions at Westmoor Club and Seminole High Performance Tennis Academy. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a Modern Portfolio Theory-based approach implemented through proprietary model portfolios and algorithmic rebalancing. The firm supplements advisor judgment with AI tools and offers additional services including retirement plan consulting and recommendations on private investment funds.

Javier Dadan is a financial advisor at Truist Advisory Services with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with SunTrust and its affiliated entities since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary responsibilities.

Brett Shofner is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 22 years. Outside of his advisory role, he owns Work Plan Retire, a business unrelated to securities, and assists 401(k) participants with financial planning through Seabreeze Wealth Management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, using both proprietary and third-party platforms.

Jeffrey Sartorius is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2017. He previously worked at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.) beginning in 2004. Outside of his advisory role, Sartorius is involved in outside sales of non-variable insurance. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs and separately managed account strategies.

Rachel Urban is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. She has been with Benjamin F. Edwards & Company since 2015. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party model strategies with ongoing oversight and periodic review.

Alfredo Suescum Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He has previous experience with Northwestern Mutual in various capacities from 2018 to 2023 and has worked at Penn Mutual Life Insurance Company since 2023. Outside of his advisory role, Suescum is active in insurance brokerage and life product sales through an agent position at 1847Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a range of account options and utilizes third-party asset managers under a dual registration structure.

Andrea Shenocca is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. She has been with Benjamin F. Edwards since 2013 and holds Series 63 and Series 65 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations through a range of advisory programs, financial planning, and investment management services, employing a mix of firm-developed and third-party model strategies.