Chadley Lazreg is a financial advisor at Money Concepts Capital Corp with eight years of industry experience. He holds Series 63 and Series 65 licenses and has served as Executive Director of Operations for Investors' Advantage Portfolios since 2017, where he manages office operations, project development, and marketing. Prior to his current roles, he worked at Los Primeros School of Science and Arts from 2015 to 2017. Money Concepts Capital Corp provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet.

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 Series 66-credentialed financial advisor at Commonwealth Financial Network with 24 years of industry experience. He has worked at Commonwealth since 2009 and previously spent seven years at Merrill. Outside of advisory services, he owns Cedar Financial Service, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm offers a broad adviser-support platform, including managed account programs, access to third-party asset managers, and custody services.

William Sidari is a CFP® certified financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. His background includes roles at Steward Partners affiliates since 2022, as well as prior work at Reliant Medical Group and UPS. He also has experience in education, having worked at Colgate University and in public schools. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party strategies.

Justin Perrotta is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked at JP Morgan Chase for two years and has held positions at Tufts University, Northwell Health, United Parcel Service, and Fordham Preparatory School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Stephen Lierman is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, MML Investors Services, and Mass Mutual Life Insurance Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and a range of investment methods while utilizing third-party managers and TAMPs.

Howard Hirsch is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

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, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Outside of advising, he has worked at Burning Tree Country Club and other non-financial firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both individual and institutional clients with a range of discretionary and non-discretionary management options, including formal retirement-plan advisory and pension consulting services.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Napatree Capital LLC, Fidelity, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and various specialized programs.

Patrick Lennon Jr. is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015, following prior roles at Kestra Investment Services and Equitable Advisors. Lennon is involved with Lennon Associates II, LLC, a business entity he manages for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary model, utilizing a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

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.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Christopher Sosa is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Valic Financial Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and offers specialized services such as coordinated tax compliance, CFO functions, and a Financial Wellness Platform, supporting both traditional and alternative investment strategies.

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Chryssanthe Detroyer is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services, utilizing both proprietary strategies and third-party model providers.

Bryan Reynoso is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds the Series 66 and Series 63 designations and has worked previously at Santander Securities, Santander Bank, Citibank, and other firms. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Tammi Lauder is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private Securities LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.