Chadley Lazreg is a financial advisor at Money Concepts Capital Corp with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Money Concepts since 2018. In addition to his advisory role, Lazreg serves as Executive Director of Operations for Investors' Advantage Portfolios, where he manages office operations, project development, and marketing. Money Concepts Capital Corp is an enterprise advisory firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment strategies.

Steven Gelber is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Hightower Advisors and Hightower Securities LLC since 2018 and previously worked at Cetera Advisor Networks, CWM, LLC, and LPL Financial. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager strategies, offering a range of solutions that include proprietary research, alternative investments, and customized portfolio management.

Alexander Les is a CFP® and holds a Series 63 license with 25 years of industry experience. He is currently with Kestra Advisory, having joined in 2024, and previously worked at Barclays Capital Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent selling life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Kristin Merrick is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Morgan Stanley Bank and Raymond James Financial Services before joining Kestra in 2020. She is co-founder of Women Work F#cking Hard, a platform focused on connecting women with resources through events and webinars, and serves on the boards of the Ridgewood YMCA and House of Puff, providing strategic and fundraising guidance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Stephen Lierman is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Christopher Redmond is a financial advisor with Primerica Advisors holding a Series 66 designation and no prior industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2024. Outside of his advisory role, Redmond has served as a firefighter with the Fire Department City of New York since 2007. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and a digital advice platform to implement investment strategies across various account types.

Raelynn Harlach is a financial advisor with Valic Financial Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 18 years of industry experience. Her prior roles include positions at Agia, Pruco Securities LLC, and Prudential Insurance Company of America. Outside of her advisory work, she also serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, employing Envestnet-developed UMA models for portfolio construction.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Torres is a financial advisor at Citizens Securities, Inc. in New York, NY, holding Series 65 and Series 63 licenses with three years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citibank. Outside of finance, he has been involved with Al's Tutoring. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and Managed Account solutions, operating as both a broker-dealer and insurance agency.

Erik Riley is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 designation and has been in the industry since 2023, with prior experience at firms including Stop & Shop and SelectCARE. Outside of finance, his background includes roles at MetLife Stadium and AWP Safety. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk profiles.

Dennis Hall is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, N.A., and Merrill. Outside of his advisory work, he also owns DRH Wealth Advisors and DRH Wealth Management LLC, both wealth management businesses. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, using a combination of proprietary models, third-party managers, and a range of analytical approaches to portfolio management.

Fernando Garcia is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has held prior roles at Santander Bank, Wells Fargo, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Roland Prestenback III is a CFP® and Series 66-licensed advisor with 16 years of industry experience. He has been with NewEdge Advisors since 2017 and has concurrently worked at LPL Financial since 2010. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures and centralized due diligence supported by technology tools, including the use of artificial intelligence in some operations.

Abel Santana is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Mutual of Omaha in various capacities. Outside of his advisory role, he volunteers as a coach for youth softball in Passaic Recreation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital program using proprietary algorithms for ETF portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Bryant Mathurin is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Citigroup Global Markets, Inc., and Morgan Stanley. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody via third-party custodians.

David Puccia is a financial advisor with Steward Partners Investment Advisory, LLC in Ramsey, NJ, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Raymond James Financial Services. He serves as a trustee for the Knights of Columbus, a Catholic fraternal organization. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory and portfolio management services through both proprietary and third-party solutions.

Patricia Linekin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at Key Investment Services LLC since 2016 and also maintains a role with KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment model selection combined with ongoing monitoring and due diligence of third-party advisory products, and operates within the KeyCorp group with affiliated banking and capital markets relationships.

Ah Jin Cho is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citigroup in 2021, he worked nine years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and leverages its large institutional scale alongside in-house research and market roles.

Jack Wiener is a financial advisor at &PARTNERS with 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS in 2025. Wiener holds Series 63 and Series 65 licenses. &PARTNERS serves a diverse client base including individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services using both proprietary and third-party strategies, and operates with a combination of roles as a registered investment advisor, broker-dealer, and municipal advisor.

Juan Becerra is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He previously worked at Goldman Sachs & Co. LLC for seven years and Bergenfield Billiards for one year. Becerra holds Series 63 and Series 65 credentials. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent investment adviser representatives and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.