Veton Kaba is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edelman Financial Engines, UBS Financial Services Inc., 1st Global Capital Corp., 1st Global Advisors, Inc., and Headquarters Advisory Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Jay Day Jr. is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill Lynch and Morgan Stanley. Janney Montgomery Scott is a large dual-registered 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 municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Irene Tagarelli is a financial advisor at Citigroup Global Markets with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Jill Van Nostrand is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2018. Outside of financial advising, she serves as an adjunct professor at Fairleigh Dickinson University and Seton Hall University, teaching music history classes. She is also a volunteer on the NAIFA Board of Directors. Park Avenue Securities LLC, part of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party solutions, tailoring client relationships across a range of financial planning and consulting services.

Grady Powers is an advisor with Hightower Advisors holding Series 63 and Series 65 registrations. He has been in the industry since 2023 and has held roles at several firms and organizations, including RPA Advisors LLC and Quinnipiac University. Outside of his advisory work, he has experience with Fresh Prints LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Robert Pactwa Jr. is a financial advisor with Principal Financial Services in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior experience includes roles at Edward Jones and Metropolitan Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm’s services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Thomas Crane is a financial advisor with Kestra Advisory Services, LLC and Crane Wealth Management Group LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with Kestra Advisory since 2016 and has owned Crane Wealth Management Group since 2006. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with capabilities extending to large institutional clients including sovereign wealth funds.

Roel Perez is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank and TD Private Client Wealth since 2016. 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, offering portfolio management, financial planning support, and custodial services through third-party custodians. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Gregory Schmidt is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has been with Citibank, NA since 2014. 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 with both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Gail Litchfield is a financial advisor at Oppenheimer with 24 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney, Merrill, Wells Fargo Advisors, and UBS Financial Services. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles with a wide range of advisory programs. The firm offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating broker-dealer and advisory businesses.

John Sachariah is a ChFC® credentialed financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. His prior roles include positions at Merrill Lynch and Northwestern Mutual, where he worked from 2011 to 2023 before joining TD Private Client Wealth in 2023. 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 constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers, utilizing platforms like Envestnet and custodians such as Pershing.

Marc Connolly is a financial advisor at TD Private Client Wealth LLC with 29 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at firms including Charles Schwab and TD Ameritrade. 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. The firm manages portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jake Karp is a financial advisor at Kestra Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, JPMorgan Chase Bank, and Merrill Lynch. Karp also serves as a Senior Wealth Manager at Wealth Preservation Solutions, advising clients on wealth planning and investment strategy in coordination with estate plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Shari Reffsin is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. She holds the CFP® designation and Series 63 license. Her prior experience includes roles at Orazio Financial Services and National Planning Corporation. Outside of her advisory work, she is the managing director and owner of Divorce Financial Consulting Services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Scott Martin is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life. Prior to his advisory career, he worked in the food service industry and spent several years as a student. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning and consulting through a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Daniel Pace is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes long-term roles at both Guardian Life and Park Avenue Securities since 2007. He is also licensed to conduct insurance business with other companies outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through a combination of advisor-led discretionary management, model-based strategies, proprietary programs, and third-party platforms.

Cheryl Busacco is a financial advisor at &Partners with 28 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing for 10 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

George Vangelakos is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only pilot program for employees that implements approved model strategies using mutual funds and ETFs with algorithm-driven risk assessment.

William Roerden is a financial advisor at Guardian Life with 11 years of industry experience and holds a Series 66 designation. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2013. Roerden is also licensed to sell insurance products beyond Guardian offerings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to a wide range of clients, combining advisor-led discretionary management with model-based strategies and offering access to proprietary programs and third-party solutions.

Carolyn Lloyd Turbett is a financial advisor with Kestra Advisory who holds the ChFC® designation and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including long-term roles at Kestra Investment Services and her own firm, Carolyn Lloyd-Cohen LLC. In addition to her advisory work, she serves as a trustee in legal and fiduciary capacities and is involved in insurance sales and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.