Paola Manganiello is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has been with TIAA-CREF and TIAA since 2013. Outside of finance, she works as a waitress at Arturo's Restaurant. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm offers a range of advisory services including model and customized portfolios under a fiduciary standard.

John Meskunas is a financial advisor at Oppenheimer & Co. Inc with seven years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2018, following three years at Ferrari PF Palm Beach. Based in Stamford, CT, he provides advisory services through the firm’s broad platform. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Emily Ryklin is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, she worked in education and caregiving roles and is also employed as a server and bartender at Vinny's Backyard in Stamford, CT. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment programs.

Joseph Biegel is a CFP® professional with 20 years of experience currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2008. Outside of his advisory work, he is involved in financial book publishing and marketing and serves as a volunteer advisory board member for OBS Financial Services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a range of investment strategies using proprietary and third-party portfolios and provides various account-level services such as lending solutions and donor-advised funds.

Evan Winters is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with TD Private Client Wealth LLC since 2019 and has worked with TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody services through a platform supported by Envestnet and Pershing.

Jennifer Uzzi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She has been with Key Investment Services since 2026. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage services. The firm emphasizes client-directed investment decisions and model selection, offering access to third-party discretionary managers along with ongoing monitoring and reporting.

James Giangrande is a CFP® professional with 24 years of industry experience, currently advising at Hightower Advisors since 2023. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He conducts quarterly goal planning workshops and receives referral fees related to human resource software introductions to 401(k) clients. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party investment managers.

James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior firms include LPL Financial, MML Investors Services, MassMutual Life Insurance Company, Pruco Securities, and AXA Advisors. Licata is also involved with Aging Issues Management LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to various advisory programs and third-party asset managers, delivering solutions through its extensive network of investment adviser representatives.

Julian Carnevale is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors, LLC. Outside of his advisory role, he is a co-owner of Bet Bot Sports Genie AI LLC, a business focused on artificial intelligence applications in sports. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers services through an integrated model linked to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its financial planning approach.

Ryan Darmofal is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at City National Rochdale, Legg Mason Investor Services, and Altium Wealth Management. Darmofal holds Series 66 and Series 63 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Michael Magnani is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018 and previously worked at Ameriprise Financial Services for 13 years. He is also president and co-owner of Amatuzzo, Magnani & Associates, LLC, which operates as Clear Path Private Wealth. 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 over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Osvaldo Brito is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kenneth Roban is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at UBS Financial Services Inc. and Raymond James Financial Services, Inc. He is also involved with Reservoir Road Wealth Management at Steward Partners as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of advisory services and portfolio management solutions.

Joseph Fiorica is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2017. Prior to that, he was employed at the Federal Reserve Bank of New York from 2014 to 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Altium Wealth Management and Guardian Life. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers as well as various investment vehicles, including alternative investments and custom indexing.

Seranthony Felix is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked within the TD organization since 2017, including prior roles at TD Bank N.A. and Community Financial Service Center. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by an advisory technology platform and custodial services.

David Glaser is a CFP® and ChFC® with 20 years of industry experience. He has been with Nylife Securities since 2005 and New York Life Insurance Company since 2004. He is based in White Plains, NY. David works with Eagle Strategies, which serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and managing most assets on a non-discretionary basis.

Ryan Trainor is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, with prior roles at Morgan Stanley and Toscafund Asset Management. Trainor is also affiliated with Manhattanville College. 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 integrates multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Shane Racette is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at TD Bank N.A., Della Subaru of Plattsburgh, and UFirst FCU. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of affiliated and third-party investment managers.

Lindsey Ferguson is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Mid Atlantic Capital Corporation since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Ferguson serves on the advisory board of Campus Cover Pro Services, assisting with business development and capital raising. NewEdge Advisors serves a diverse client base including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.