James Giangrande is a CFP® professional with 24 years of industry experience, currently advising at Hightower Advisors since 2023. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He conducts quarterly goal planning workshops and receives referral fees related to human resource software introductions to 401(k) clients. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party investment managers.

Peter Lang is a financial advisor with Hightower Advisors in Rye, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles to address diverse client needs.

James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior firms include LPL Financial, MML Investors Services, MassMutual Life Insurance Company, Pruco Securities, and AXA Advisors. Licata is also involved with Aging Issues Management LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to various advisory programs and third-party asset managers, delivering solutions through its extensive network of investment adviser representatives.

Jarrett Hovland is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of 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 roles as a swap dealer and futures commission merchant.

Julian Carnevale is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Before joining Empower, he worked at Equitable Advisors, LLC, and has involvement as co-owner of Bet Bot Sports Genie AI LLC, a business unrelated to investment services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable planning and managed account solutions.

John Spoleti is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His career includes multiple roles at Guardian Life Insurance and Park Avenue Securities since 2014. Outside of his advisory work, he is involved in several LLCs related to fixed life products and property management. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, and corporate clients. The firm offers a range of investment programs and financial planning solutions, including discretionary and non-discretionary management and digital advisory platforms.

Ryan Darmofal is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at City National Rochdale, Legg Mason Investor Services, and Altium Wealth Management. Darmofal holds Series 66 and Series 63 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Alexander Levy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and 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 along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs supported by internal standards and oversight committees.

Michael Magnani is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network and Clear Path Private Wealth since 2018 and previously worked at Ameriprise Financial Services for 13 years. He is also president and co-owner of Amatuzzo, Magnani & Associates, LLC, which operates as Clear Path Private Wealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Osvaldo Brito is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Raymond James Financial Services and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Kenneth Roban is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at UBS Financial Services Inc. and Raymond James Financial Services, Inc. He is also involved with Reservoir Road Wealth Management at Steward Partners as a financial advisor. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of advisory services and portfolio management solutions.

Jeanmarie Lebrini is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

Joseph Fiorica is a Series 66-licensed financial advisor at Citigroup Global Markets with nine years of industry experience. He previously worked at the Federal Reserve Bank of New York for three years before joining Citigroup in 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and bespoke solutions for large relationships.

Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Altium Wealth Management and Guardian Life. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers as well as various investment vehicles, including alternative investments and custom indexing.

Seranthony Felix is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked within the TD organization since 2017, including prior roles at TD Bank N.A. and Community Financial Service Center. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by an advisory technology platform and custodial services.

David Glaser is a CFP® and ChFC® with 20 years of industry experience. He has been with Nylife Securities since 2005 and New York Life Insurance Company since 2004. He is based in White Plains, NY. David works with Eagle Strategies, which serves a diverse client base including individuals, 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, emphasizing tailored recommendations and managing most assets on a non-discretionary basis.

Ryan Trainor is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, with prior roles at Morgan Stanley and Toscafund Asset Management. Trainor is also affiliated with Manhattanville College. 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 integrates multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Shane Racette is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at TD Bank N.A., Della Subaru of Plattsburgh, and UFirst FCU. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of affiliated and third-party investment managers.

Lindsey Ferguson is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Mid Atlantic Capital Corporation since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Ferguson serves on the advisory board of Campus Cover Pro Services, assisting with business development and capital raising. NewEdge Advisors serves a diverse client base including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.