Leland Soffel is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and totaling 41 years of industry experience. He has worked at Steward Partners in various roles since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

John Galvin is a CFP® with 19 years of industry experience. He is currently with Hightower Advisors, joining in 2024, and previously worked at CMG Financial Planning Ltd, Equitable Advisors, and Axa Advisors, Llc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a model that emphasizes manager selection and multi-manager solutions. The firm supports both discretionary and non-discretionary strategies and integrates proprietary research and various investment vehicles in its offerings.

Enmanuel Perez Mendoza is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and positions in collegiate athletics and a retail business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Falk is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, Bank of America, and Merrill. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Ritu Bhayana is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is also involved as a member in part-time real estate businesses, handling administrative duties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of portfolio management solutions.

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Kashishian is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 1990 and holds a Series 63 designation. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Ruairi Oneill is a ChFC®-designated financial advisor with 12 years of industry experience, currently with TD Private Client Wealth LLC. His prior experience includes roles at Tapfin/EY and Ameriprise. He is based in Ramsey, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation and employs both affiliated and third-party sub-managers.

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.

Aaron Liberman is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and Steward Partners’ affiliated entities. He is also the owner of The S&L Group, a non-investment-related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Briana Iannaccone is a CFP® with six years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. She has worked with Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, among other roles. Outside of financial advising, she has been involved in entrepreneurial and educational activities including a dog training business and a position at Ramapo College of New Jersey. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and advisory solutions, combining in-house and third-party strategies with ongoing monitoring and financial planning 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.