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 Guardian Life in Paramus, NJ, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Guardian Life and its affiliated companies since 1993. Abramson serves as vice president on the board of the Greater New Jersey Estate Planning Council and is involved in racehorse ownership and nonprofit board activities. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party solutions along with integrated lending and insurance products.

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 financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2020. Prior to that, he was with Bungee Capital Partners and Managed Care Advisory Group, Inc. He is based in Rye Brook, NY. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to a range of proprietary and third-party investment solutions.

Michael Weinberg is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Guardian Life since 1997 and currently also works with Park Avenue Securities. Outside of his advisory role, he maintains a CPA practice focusing on individual, partnership, fiduciary, and corporate tax returns, and he is the owner of WISE Financial Advisors. 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, model-based strategies, and digital advisory solutions, with tailored client relationships that include retirement plan services and access to insurance products and alternative investments.

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 Guardian Life who holds Series 63 and Series 65 designations and has 19 years of industry experience. She has held various roles at Guardian Life and Park Avenue Securities since 2012, and previously worked at PRUCO Securities. Outside her advisory work, she serves as co-trustee on a family trust. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning and access to a range of proprietary and third-party investment solutions.

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.

Steven Swistak is a financial advisor with Guardian Life who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Park Avenue Securities, Ameriprise, RiverSource Distributors Inc, and Curian Capital, LLC. Outside of his advisory career, he is involved with Swistak Strength and Conditioning LLC. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions tailored to client needs.

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.

John Walzer III is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at TIAA-CREF since 2017 and previously at Strategic Advisers, Inc. and Fidelity Brokerage Services LLC. Walzer serves as a board member of the Eastchester Traffic and Parking Advisory Committee. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial plans and ongoing discretionary management, utilizing model portfolios and customized management under client-approved investment policies.

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 with Guardian Life who holds the ChFC® and Series 63 designations and has 32 years of industry experience. He has worked with Park Avenue Securities since 2002, WJB Financial Services since 1998, and Guardian Life Insurance Company since 1996. In addition to his advisory work, he is involved in insurance activities outside of Guardian, including life insurance and disability products from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies, proprietary programs, and third-party platforms tailored to client needs.

Jeffrey Gambuzza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at both firms since 2011. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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 credential and three years of industry experience. His prior work includes roles at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary and third-party managed account solutions and utilizes technology platforms such as Orion and Pontera to implement diversified investment strategies.

Frank Romano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at ShareBuilder 401K, Capital One Sharebuilder, Nfb Investment Services Corp., Greenpoint Securities LLC, Essex National Securities, Inc., and Metro Agency. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research and execution services, to provide comprehensive investment and advisory solutions.