Steven Swistak is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Ameriprise, and RiverSource Distributors Inc. Outside of his advisory work, he is involved in Swistak Strength and Conditioning LLC, a fitness-related business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management across diverse investment products.

John Gustafson is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates Gustafson Wealth Management as an owner. His background includes a long tenure at Fusion Financial Group beginning in 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and pooled plan solutions, with a platform supporting discretionary trading and third-party managed solutions.

Jeffrey Benowitz is a financial advisor at Guardian Life with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities, WJB Financial Services, and Guardian Life since the mid-1990s. He is also involved in insurance activities outside of Guardian, including life and disability insurance from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships, including a hybrid digital advisory solution and tailored services.

John Paul Saitta is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 licenses. He has 14 years of industry experience and has been affiliated with New York Life and its related entities since 2010. He also owns and operates insurance brokering businesses including Thrive Financial Services & Insurance Solutions, LLC and Concierge Insurance Services. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Danny Arroyave is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work experience includes positions at Merrill, Bank of America, American Express, and several other organizations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Daniel Confreda is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, Morgan Stanley, and Marist College. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs and third-party asset managers, with advisory solutions delivered through a network of investment adviser representatives who tailor strategies to client objectives.

Frank Romano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and 25 years of industry experience. His work history includes long-term roles with Sharebuilder 401k, Nfb Investment Services Corp., Greenpoint Securities LLC, Essex National Securities, Inc., and Metro Agency. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates unique market roles, including swap dealing and futures commission services.

Michael Weiss is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Weiss also conducts life insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and business consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

Laurie Goldsmith Heitner is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. She has 42 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. She is also engaged in the sale of insurance products and operates a sole proprietorship under her name. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers proprietary and third-party investment programs and supports a range of account-level services, including securities-based lending and tax-harvesting strategies.

Judith Leahy is a financial advisor at Citigroup Global Markets with 39 years of industry experience. She holds the Series 63 and Series 65 designations 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 brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and derivative market roles.

Darin Fass is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Fass has been with Eagle Strategies since 2011 and has longstanding ties with New York Life Insurance Company and Nylife Securities LLC dating back to the early 1990s. He serves as a board member for the Alumni Association of the American College of Financial Services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers multiple program types with an emphasis on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Thomas Liptack is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 36 years of industry experience. Liptack has been with Benjamin F. Edwards & Company since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services through consolidated discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Robert Taylor is a financial advisor at CWM, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked previously at Carson Wealth and LPL Financial. Taylor was also associated with Taylor Financial Group for 10 years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.

Peter Song is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Eagle Strategies since 2004 and currently operates Besthouse Wealth Strategies Group LLC, focusing on New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Antonio Nicolas Callegari is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Swarthmore College and St. Peter's Prep. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers access to a range of investment solutions through its Private Advisor model and consolidated investment platform.

Dario Polci is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including TD Bank N.A., Equitable Advisors, LLC, and The Prudential Insurance Company of America. Outside of finance, he is active as a DJ in the arts and entertainment sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm’s investment approach combines strategic and tactical asset allocation using both affiliated and third-party managers.

Lara Costanzo is a Certified Financial Planner® with 19 years of experience, currently serving at Principal Financial Services. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2006. Outside of her advisory role, she is a board member of Unplanned Joy, a nonprofit organization, and serves as treasurer for the Parent Teacher Organization at Eleanor G. Hewitt Intermediate School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.

Emerson Gomez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2018, following seven years at Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a 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 activities.

Brian Sodol is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and specialized market roles.

Erik Andersen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, Merrill, and Bankers Life. Andersen also serves as an agent offering non-variable insurance products such as term, whole, and universal life insurance, disability health, and fixed annuities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.