Thomas Brown is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, JPMorgan Securities LLC, and Capital One Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Amit Chopra is a CFP® professional with 19 years of industry experience, currently with NewEdge Advisors since 2022. He previously worked at Advisors Capital Management, Forefront Wealth Planning and Asset Management, Commonwealth Financial Network, Bruderman Brothers LLC, and Gary Goldberg Planning Services Inc. Chopra is the managing partner and owner of Forefront Wealth Planning and Asset Management, a private advisory business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party strategies supported by technology and centralized due diligence.

Stephen Dileo is a financial advisor with TIAA-CREF in White Plains, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure offering model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Austin Colaluca is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, and prior to that was employed at Sacred Heart University and MKTG. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

David Alter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has extensive tenure at Guardian Life and previously with International Planning Alliance, LLC. Outside of his advisory work, he is involved in completing a graphic novel intended for adaptation into a major motion picture. Park Avenue Securities LLC, a wholly owned 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 a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Timothy Cunningham is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2020. He previously worked at J.P. Morgan Securities for eight years. Outside of finance, Cunningham has worked as a stagehand with the New York City Ballet since 2002. 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 a network of over 500 advisors. The firm offers a range of services including advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory, combining proprietary strategies with third-party models and maintaining an internal trading desk.

Andrew Buscetto is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Buscetto is also involved in managing support staff and administrative operations through his ownership of Singularity Management, LLC and 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, employing multiple program structures and technology tools to support diverse client needs.

Joseph Russell is a Series 66-credentialed advisor at Cetera Planning Partners with 26 years of industry experience. He has held roles at multiple firms including Avantax and 1st Global Capital Corp., and he is also a director and investment adviser representative at Century Advisory Group, LLC. Additionally, Russell is a Certified Public Accountant and partner at O’Connor Davies LLP. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and retirement-related advice, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Cameron Mc Farlane is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Truist Advisory Services and has previously worked at LPL Financial and People's United Advisors. Outside of his advisory role, he serves as secretary on the board of a nonprofit organization. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enhanced research and integrated inter-affiliate resources.

Katelyn Edge is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sanford C. Bernstein & Co., LLC since 2015. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Irina Katsihtis is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley for four years and has additional experience at M&T Bank and TD Bank. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients through its network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Benjamin Gonsier is a Series 66-registered advisor with TD Private Client Wealth LLC, based in White Plains, NY, with four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management, Merrill, Bank of America, and TD Bank N.A., along with service in the United States Air Force. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

David Shipper is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 52 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, Shipper serves as an arbitrator on the NYSE Arbitration Panel. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, and M&A advisory, utilizing both proprietary strategies and third-party models.

Carly Levine is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Alan Schantz is an Investment Advisor Representative at Kestra Advisory with 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011, conducting investment and insurance-related activities. Schantz has been affiliated with Kestra Advisory and related Kestra entities since 2003. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Frank Arena is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Dennis Lacey is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Reino Truumees is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at both Guardian Life and Park Avenue Securities since 2010. Outside of his advisory role, he serves as Treasurer of the Estonian-American Amateur Athletes, Inc., a nonprofit organization. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, investment management, and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Tori Kelly is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside the industry, she has worked as a law clerk and has experience with community and event services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a notable focus on inter-affiliate integration and service arrangements.

Cesar Basora is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and LPL Enterprise. 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 investors, utilizing a range of portfolio management strategies and a combination of affiliated and third-party sub-managers.