Tracy Broderick is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and a broker-dealer, with capabilities across equities, fixed income, alternatives, and specialized investment products.

Edmund Iannaccone is a CFP® professional with 36 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory, Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he owns Iannaccone Wealth Management, where he provides financial and wealth management services. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering various investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large 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 brokerage services, financial planning, and multiple advisory programs.

Jason Alicea is a financial advisor at Kestra Advisory with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Merrill, Bank of America, and Tocqueville Asset Management. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual clients, offering fiduciary services, plan-level investment advice, and access to multiple management platforms. The firm serves a range of investors, including large institutional clients and sovereign wealth funds.

Loredana Denardo is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley and New York Life Insurance Co. She is also a Notary Public since 2007. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Siegel is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at Guardian Life and Altium Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Alfred Natale is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA National Association, Cetera, and M&T Securities. 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 operates with both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Thomas Dunn is a ChFC®-designated financial advisor with Kestra Advisory, bringing 44 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been associated with Fusion Financial in Elmsford since 2007. Outside of his advisory role, Dunn is an independent insurance broker involved in the sale of fixed annuities, life insurance, and health insurance plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves a broad client base, including very large institutional investors such as sovereign wealth funds, and supports a variety of managed solutions within its supervisory framework.

Sandeep Singh is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at HSBC Bank USA and HSBC. He has been with Citigroup Global Markets since 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale combined with specialized market roles, including in-house research and derivatives services.

Jeffrey Querido is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017, following a prior role at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he is an owner and manager of a single-family rental property. 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 existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based investment strategies.

Kyle Grofsick is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Valic, he worked at Agia and Allied Universal, and also has experience selling non-securities insurance products as an appointed agent for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Guillermo Leon is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank. Outside of his advisory role, he creates and streams video game content on YouTube as a side business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a range of advisory, execution, and custody services.

Mohamed Bendary is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. His work history includes roles at Edward Jones, Beacon Pointe Advisors, and Citi Bank. Bendary holds Series 63 and Series 65 licenses. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm uses a combination of affiliated and third-party sub-managers and provides portfolio management, financial planning support, and custody services through a technology platform.

Roberto Casale is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2014. Prior to joining TIAA-CREF, he was employed at Merrill and Fidelity. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund through its affiliated services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

Conor Ryan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at Highmount Capital, LLC for 20 years and held a role at Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Robert Loscalzo is a financial advisor at Guardian Life with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with both Guardian Life and Park Avenue Securities throughout his career. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with a range of financial planning and consulting services tailored to client needs.

Richard Brennan is a CFP® with 10 years of industry experience, currently affiliated with HSBC Securities (USA) Inc. He has worked at UBS Financial Services and JP Morgan Chase Bank, with prior roles spanning 7 years at JP Morgan entities. Brennan holds Series 63 and Series 66 licenses. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, including client-directed and discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients through a range of program types including the Offshore Spectrum program for qualified non-resident aliens.

Geri Cuicci is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and Scottrade. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a variety of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and derivatives dealings.