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.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Keith Snyder is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved with Aurelian Wealth Strategies as an owner and member. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.

Kurt Seidman is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Oppenheimer in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation along with a variety of investment vehicles, and acts as a qualified custodian while providing both discretionary and non-discretionary advisory programs.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and 37 years of industry experience. His career includes roles at LPL Financial and his own firm, Joseph L. Soricelli Insurance and Financial Services. He is also involved with Aging Issues Management LLC and works as a Senior Real Estate Specialist at Coldwell Banker Signature Properties. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm utilizes a network of investment adviser representatives and integrates third-party asset managers and proprietary WealthSuite model portfolios supported by major strategists.

Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Barry Carron is a ChFC® credentialed advisor with 27 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and managing The Carron Group, where he brokers insurance and annuity sales. Outside of financial advising, he markets credit card processing services to retailers in a sales capacity. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Thomas Gibson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and several years in education and fitness. 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 uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Daniel Galvin is a financial advisor at Hightower Advisors with a Series 65 designation and three years of industry experience. He previously worked at Shikiar Asset Management, Inc., and Mariner Wealth Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions that utilize affiliated and third-party managers, proprietary research, and a variety of investment vehicles.