Kimberly Visco is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Wealth Management. Visco has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates various investment strategies through both proprietary and third-party platforms.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Chrisos Papavasiliou is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Lantern Entertainment, Lantern Asset Management, Pico and Hudson LLC, and BTIG LLC. Outside of his advisory role, he is involved in managing a media and entertainment company as well as several non-investment real estate and restaurant holding companies. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers financial planning and portfolio management services supported by strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to a broad range of affiliated financial services and specialized programs.

Mark Caprarola is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. His prior firms include PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. In addition to his advisory work, he is involved in non-variable insurance through several related business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model, utilizing both proprietary and third-party investment strategies and technology platforms.

Ronald Volpe is a financial advisor at HSBC Securities (USA) Inc. with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the HSBC organization since 2008. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and monitoring children. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a mix of client-directed and discretionary strategies supported by HSBC Global Asset Management and utilizes multiple risk profiles in its investment process.

Weal Goma Androus is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with CitiBank since 2012. Outside of his advisory role, Androus has held passive or silent partner positions in pharmacy-related businesses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and broker-dealer services. The firm combines large institutional scale with specialized market roles and provides multi-asset, multi-manager strategies across discretionary and non-discretionary programs.

Anthony Condina is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at the U.S. Postal Service for 14 years. Outside of his advisory work, he co-owns a rental property with his wife. Eagle Strategies serves a diverse client base including individuals, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Nycole Vannata is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting. The firm employs a combination of fundamental, technical, and quantitative analysis, as well as proprietary and third-party strategies, managing accounts on both a discretionary and non-discretionary basis.

Jared Gostanczik is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms including The Leaders Group Inc. and Bonsai LLC, where he currently oversees internal sales. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors, providing investment supervisory services, portfolio management, and fiduciary services. The firm employs a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and also offers a direct-to-consumer digital program called Starlight Portfolios.

Kevin Pearly is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Bank of America and Merrill Lynch, where he worked for over a decade each. Outside of his advisory work, he owns a beach house in Beach Haven, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches and operates through a network of over 400 independent advisor representatives.

Adelaide Agyemang is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with NYLIFE Securities LLC and Carnegie Mellon University. Outside of her advisory role, she maintains an artist website showcasing her visual and written art and volunteers with the Carnegie Mellon University Alumni Association Board and the NAACP. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement investors and institutional plan sponsors.

James Corselli is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 security pricing, as well as serving as a swap dealer and futures commission merchant.

Linda Rozycki is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services. Her recent roles have been with multiple Steward Partners entities since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

John Egan is a CFP® professional with 38 years of industry experience, currently affiliated with Hightower Advisors in Madison, NJ. He has been with HighTower Securities and HighTower Advisors since 2016. Outside of his advisory role, Egan serves as Vice President on the board of the Hartley Dodge Foundation and is a board member of the South Beach Association. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct diversified portfolios.

Rosa Commisso is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she spent seven years at The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, Commisso owns and manages 222 Brew LLC, a coffee company based in Albany, NY. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Delia Mezzina is a CFP®-certified financial advisor with seven years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Zoe Financial, Fidelity Brokerage Services, and Legg Mason. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Alexandra Emmett is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The Ayco Company LP since 2018. Her earlier roles include positions at Pace University and AHRC NYC. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary research and a variety of fee arrangements, leveraging integrated capabilities across the Goldman Sachs ecosystem.