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.

Justin Perrotta is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at JP Morgan Chase and Tufts University. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a manager selection approach and multi-manager solutions that include proprietary research and access to various investment vehicles.

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.

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.

Vikram Kumar is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 credential. He has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America N.A., and Morgan Stanley. 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, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

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.

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.

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.

Burke Anderson is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2017, following a four-year tenure at Goldman Sachs & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

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.

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.

Avi Jankelovits is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, swap dealing, and futures commission merchant operations.

Joseph Canciglia is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2014. He holds Series 63 and Series 65 licenses and is based in Hackensack, NJ. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charities, and municipal clients. The firm offers a range of brokerage services, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management.

Ashley Bittar is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds the Series 66 designation and previously worked at Merrill and in academic roles at Montclair State University and Bergen Community College. Outside of finance, she was involved with Giovanna's Cafe. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a range of in-house and third-party managers.