Richard Grofsick is a CFP®-certified financial advisor with Valic Financial Advisors, bringing nine years of industry experience. He has worked at Valic Financial Advisors since 2016 and also holds a role with Agia since 2022. Outside of his advisory work, he serves as a varsity football coach at Hawthorne High School. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet UMA models to construct client portfolios.

Edmund Unneland is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Citigroup in 2022, he was self-employed for one year and worked at Loews Corporation for 26 years. Outside of his advisory role, he is involved in managing multiple rental properties. 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 utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, combining large institutional scale with unique market roles and arrangements.

Sean Hillegass is a financial advisor at Hightower Advisors with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EmblemHealth, Network Doctor, Equitable Advisors, and AXA Advisors. 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 affiliated and third-party managers along with proprietary research to offer customized portfolio management and financial planning.

Kathleen Sweeney is a Series 65-registered advisor with Kestra Advisory, based in Fairfield, NJ, and has three years of industry experience. She has been with Kestra Advisory Services LLC since 2022 and also runs KSC Professional Services Inc. Outside of her advisory role, she is involved with several other business ventures including MAJR Professional Services, CSKZ Consulting Inc, BBU Books Inc, and KBC Management Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as vendor searches, plan design, fiduciary consulting, and plan-level investment advice, serving clients that range from individual investors to sovereign wealth funds.

William Galvin Jr. is a CFP® with 26 years of industry experience, currently serving with Hightower Advisors since 2024. His prior roles include lengthy tenures at CMG Financial Planning Ltd and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles. The firm also manages large pooled and institutional mandates, with capabilities in international exposure and customized portfolio construction.

Richard Jasper is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he is involved in publishing hardbound books featuring portraits of people and their homes, as well as business portraits for marketing materials. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports diverse account features including discretionary management, alternative investments, and securities-based lending.

Georgina Nico is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and UBS Financial Services. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer that provides placement and investment banking services alongside its investment management platform.

Domenick Saglimbeni is a CFP® professional with 25 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Investment Services and Equitable Advisors. Outside of his advisory role, he is a partner at PKF O'Connor Davies, LLP, a CPA firm providing accounting, auditing, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and ancillary services such as tax planning and estate strategies. The firm’s investment process emphasizes diversified portfolios tailored to client objectives and risk tolerance, supported by a broader Cetera network.

Liam McGarry is a financial advisor with Private Advisor Group, LLC holding a Series 66 designation and five years of industry experience. His background includes roles at LPL Financial and Strategic Asset Services, as well as work on political campaigns. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including proprietary and third-party programs, employing various strategies and technologies to implement client investment advice.

Robert Casale is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Farther Finance Advisors, LLC and has previously held roles at Personal Capital Advisors, Eagle Strategies, NYLIFE Securities, and JP Morgan Securities. Outside of his advisory work, he manages a rental property in Ramsey, New Jersey. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach utilizing bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Brandon Ulloa is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked previously at Spartan Capital Securities, Bank of America, Merrill, and Salus Financial Solutions. Outside of advisory work, he owns Kachi Entertainment & Productions, an entertainment business focused on DJing and organizing private events. Lincoln Investment Planning, LLC is a large enterprise investment advisory firm serving a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and advisor-led consulting supported by an in-house Investment Management & Research team.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. He is also the owner and registered investment advisor of Questar Stabinski LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of investment management and financial planning services, employing various analytical approaches and acting as a fiduciary when engaged under written agreements.

Pamela Mellor is a Series 66-licensed financial advisor with Primerica Advisors, based in Paramus, NJ, and has 21 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Joseph Cain is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of his advisory role, he operates SideGig.com and provides tax preparation services as an enrolled agent through Finest Financial Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and access to alternative investments through multiple program models and partnerships with third-party platforms.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Anthony Crimeni is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he serves as a youth basketball referee at the Marlboro Recreation Center in New Jersey. 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 maintains unique market roles including swap dealing and futures commission merchant activities.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

Carlos Villar is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Sterling National Bank. Villar is based in Ossining, NY. 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 with dedicated oversight and integrates both discretionary and non-discretionary approaches.

Brian Carenza is a financial advisor at Brookstone Capital Management LLC with the designations ChFC® and Series 63, and three years of industry experience. He has worked at Brookstone since 2022 and has held roles at Advisors Elite Financial, First Ameritas Life Insurance Corp. of New York, and DiPaola Financial Group since 2008. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed accounts.