Raymond Smesko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser 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 a range of brokerage, financial planning, and advisory services.

Jonathan Karn is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. He serves as a board member for Colonial Village, a property management entity in Hillsdale, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Paul Russotto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2013. Outside of his advisory work, he serves as President of Matawan LeTip, a networking organization. Paul is affiliated with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies and platforms.

Bryan Mcbeth is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life and Nylife Securities Inc dating back to 2002. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, 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 an integrated New York Life affiliate structure.

John Italiano is a CFA® charterholder with 16 years of industry experience. He is currently with PlanMember Securities Corporation and has held roles at Valic Financial Advisors, Preqin, CapFinancial Partners (CAPTRUST), Cammack Retirement Group, and Neuberger Berman. Outside of his advisory work, he sells collectible coins on eBay as a hobby. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach includes a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios, alongside education and support services for plan sponsors and participants.

Barry Solon is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His work history includes roles at GWFS Equities, Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Kestra Financial Services. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board, managing community financial responsibilities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its financial planning approach.

Melanie Werling is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company as well. Outside of her advisory work, she serves as a Notary Public. 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, supporting both discretionary and non-discretionary accounts.

Tracy Broderick is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. before joining Rockefeller Financial and Rock & Co LLC in 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on personalized advisory relationships and access to alternative and private investments.

Edmund Iannaccone is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 63 credentials and bringing 36 years of industry experience. He has worked with Steward Partners-affiliated entities since 2017 and previously worked at Raymond James Financial Services and Wells Fargo Advisors. Iannaccone is also the owner of Iannaccone Wealth Management, a support company focused on wealth management services. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser 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 multiple advisory programs.

Jason Alicea is a financial advisor with Kestra Advisory, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior roles include positions at Farther Finance Advisors, Bank of America, Merrill, 13D Asset Management, Hycroft Advisors, Infinity Q Management, and Tocqueville Asset Management. Kestra Advisory Services provides investment advisory and retirement plan consulting to a range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management services supported by due diligence across multiple management platforms.

Loredana Denardo is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley and New York Life Insurance Co. She is also a Notary Public since 2007. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Alfred Natale is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA National Association, Cetera, and M&T Securities. 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 operates with both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Thomas Dunn is a ChFC®-designated financial advisor with Kestra Advisory, bringing 44 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been associated with Fusion Financial in Elmsford since 2007. Outside of his advisory role, Dunn is an independent insurance broker involved in the sale of fixed annuities, life insurance, and health insurance plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves a broad client base, including very large institutional investors such as sovereign wealth funds, and supports a variety of managed solutions within its supervisory framework.

Sandeep Singh is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at HSBC Bank USA and HSBC. He has been with Citigroup Global Markets since 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale combined with specialized market roles, including in-house research and derivatives services.

Kyle Grofsick is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Valic, he worked at Agia and Allied Universal, and also has experience selling non-securities insurance products as an appointed agent for AGIA. 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 discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Guillermo Leon is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank. Outside of his advisory role, he creates and streams video game content on YouTube as a side business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a range of advisory, execution, and custody services.

Roberto Casale is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized portfolios, while applying a fiduciary standard to its advisory services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. 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 plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.