Matthew Foster is a CFP® professional at Focus Partners Wealth, LLC with four years of industry experience. He has worked previously at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Dunphy IV is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Citigroup since 2018, JPMorgan Securities LLC since 2013, and previous positions at Pier 701 and La Terrazza. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, maintaining large institutional scale alongside unique market roles and arrangements.

Keith Cox is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 27 years of industry experience. He has worked at PlanMember since 2010 and also has a long-standing role with Scarborough Alliance Corp. Outside of his advisory duties, he manages a town park and beach in Carmel, New York. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management for many plans alongside participant-level investment options and educational support. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, serving its clients through both broker-dealer and investment advisory registrations.

Josip Antolos is a Series 66-registered financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports large-scale, complex market roles and arrangements.

Dylan Roche is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2017. He is also involved in independent insurance sales and is the owner and content creator of a podcast focused on fiction short stories. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm offers a combination of in-house and third-party investment strategies and manages a significant portion of assets on a non-discretionary basis.

James Rie is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His previous roles include positions at TransAmerica Life Insurance Company, Valic Financial Advisors, and Manning & Napier. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients in its primary programs.

Eric Abramson is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1999 and has worked concurrently with Guardian Life Insurance Company of America since 1993. Abramson serves as vice president of the Greater New Jersey Estate Planning Council, is involved in a management partnership arranging speaking engagements on non-financial topics, owns thoroughbred racehorses, and sits on the Board of Trustees for the CarePlus NJ Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering brokerage and advisory services to a diverse client base including individuals, high-net-worth investors, charities, and corporations. The firm provides a variety of investment programs, financial planning, and consulting services, utilizing proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Dennis Amico is a financial advisor at Kestra Advisory Services, LLC with 55 years of industry experience. He holds a Series 63 designation and has been with Kestra since 2006, currently serving as an Investment Advisor Representative. Outside of Kestra, he is president of Dancole Associates, an insurance company, and provides investment advisory and estate planning services through Wealth Preservation Solutions, LLC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan design, compliance testing, and employee education, supporting both discretionary and non-discretionary investment management within a broad supervisory framework.

Clara Humphrey is a financial advisor at Hightower Advisors with six years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and TD Bank. Clara is also involved with Capital Management Group in Pearl River, NY, providing investment and planning services. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s approach emphasizes manager selection, multi-manager solutions, and proprietary research, serving both discretionary and non-discretionary portfolio management needs.

Trevor Mcnally is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked at both firms since 2020. Prior to that, he was employed at Bungee Capital Partners and Managed Care Advisory Group, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Michael Weinberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, he is a CPA who prepares various types of tax returns and also conducts insurance sales independently. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Evan Sall is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Citigroup in 2023, he worked for eight years at Signature Securities Group Corp./Signature Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Anju Sharma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, following nine years at Primerica Advisors. Outside of her advisory role, she is involved in health and life insurance services and serves as a co-trustee for estate assets. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms.

Todd Rashkin is a financial advisor with GWN Securities Inc. in Yonkers, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at firms including Equitable Advisors, Axa Advisors, and Cetera Advisors. Outside of his advisory role, he serves as Vice President of Contemporary Employee Plans, Inc., a company specializing in group medical and employee benefits plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios across various investment strategies.

Michael Amato is a CFP® with 35 years of industry experience, currently serving at Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and Stifel, among other firms. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and brokerage services. The firm organizes client relationships through a Private Advisor model and delivers investment solutions via its global platform, combining discretionary management with access to alternative investments and brokerage capabilities.

Brennian Antell is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds a Series 65 credential and has previously worked at Altium Wealth Management LLC and Hightower Altium Holding, LLC. Outside of advisory work, he is involved in insurance advice and sales through Altium Planning, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s approach features multi-manager solutions and manager selection, offering access to both affiliated and third-party managers with a broad range of investment options.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. before joining Rockefeller in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Louis Orazio II is a CFP® professional with 12 years of industry experience. He has been with Commonwealth Financial Network since 2017, following a one-year tenure at National Planning Corporation. Orazio is also the author of the book *Strength in Numbers*. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

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 Reece is a CFP®, CFA®, and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Williams Jones Wealth Management, LLC and Fisher Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.