Ruairi Oneill is a financial advisor at TD Private Client Wealth LLC with 12 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior work includes roles at Tapfin/EY, Ameriprise, J.P. Morgan Securities, and Equitable Advisors. 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 TDIS clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

James Jedlicka is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Key Investment Services LLC, KeyBank, LPL Financial, Sterling National Bank, and JP Morgan. He has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and notable institutional capabilities, including derivatives and futures services.

Jon Wessels is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and having 24 years of industry experience. He has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Alexis Ablezer is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at New York Life since 2016, Eagle Strategies since 2020, and NYLIFE Securities LLC since 2022. Eagle Strategies serves a diverse client base that includes individual investors, 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 through various program types, emphasizing tailored recommendations and non-discretionary asset management.

Michael Kinkel is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at David Lerner Associates for a total of 14 years. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Julie Permutt is a CFP® professional with 26 years of experience in the financial services industry. She has been with PlanMember Securities Corporation since 2010 and maintains ongoing roles with Calico Family Ventures, LLC and Scarborough Alliance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, while offering education and support services such as seminars and personalized retirement planning.

Brian Brennan is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following two years at National Securities Corporation. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Frank Cifuni is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is president of LCG Tax Services, LLC, and serves as an officer for the charity Valley Cottage Indians Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Michael Herkert is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY. He has four years of industry experience, including prior roles at Kestra Investment Services and Westchester Financial Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Vito Petriello is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allstate Insurance Co and AXA Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party managers.

Dom Rodriguez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes ten years at Nexus Capital Markets and ongoing roles with NYLIFE Securities LLC and New York Life Insurance Co. Dom is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

Kirsten Helmers is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, planning, and advisory services.

John Lang is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes long-term roles at The Guardian Life Insurance Company and Primerica Advisors. Lang is involved in several business ventures related to insurance and corporate benefits, including ownership in Cambium Protection LLC and partnerships in insurance entities such as SOLANG LLC. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs as well as financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies including discretionary and non-discretionary account management.

Miguel Fernandez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 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 wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Kevin Lacaj is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and The Nicotra Group. Lacaj also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, engaging in the sale of bank-related products alongside his registered representative role. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. Their investment process combines strategic and tactical asset allocation with ongoing fund due diligence, operating a range of client-directed and fully discretionary program options.

Courtney Ingraham is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, she held positions at firms including Northwestern Mutual and Barnum Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm emphasizes multi-manager solutions and proprietary research, offering a range of portfolio management and consulting services.

Dianne Pritchard is a financial advisor with SPC and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at Sigma Financial Corporation and SPC. Outside of her advisory role, she is an independent insurance agent specializing in dental, group disability income, life, accident, health, and Medicare-related products, and serves as a board member at her church. SPC serves a diverse client base including individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Celia Valez is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. She has eight years of industry experience, including prior roles at JPMorgan Securities LLC and StateFarm. Valez is also appointed as an agent to sell non-securities insurance products for 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lisa Raghunanan is a financial advisor at Key Investment Services LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Jpmorgan Chase Bank NA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform and offers a range of wrap-fee programs supported by affiliated insurance products and services from KeyCorp affiliates.

Ali Agha is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. His career includes roles at Eagle Strategies since 2017, Nylife Securities LLC since 2010, and New York Life Insurance Company since 2009. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.