Paola Manganiello is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2013. Outside of her financial career, she has worked as a waitress at Arturo's Restaurant since 1999. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing employer retirement plan relationships. The firm provides a range of tailored investment solutions including model and customized portfolios within a vertically integrated structure.

John Meskunas is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 66 designation and previously worked at Ferrari PF Palm Beach for three years before joining Oppenheimer in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

David Tetley is a financial advisor at Brookstone Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sound Income Strategies LLC and New England Financial Partners LLC. Outside of advising, he is an independent insurance agent at New England Financial Partners LLC, focusing on disability, fixed annuities, and life/accident/health insurance. 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, other RIAs, sovereign wealth funds, and banking institutions.

Siegfrid Sicangco is a financial advisor with Mercer Global Advisors Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at UBS Financial Services and Sanctuary Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and complemented by educational content and firm-wide initiatives.

David Bibicoff is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Guardian Life and its affiliates since 1996. Outside of his advisory work, he provides monthly coaching to life insurance agents and co-manages a family trust. Park Avenue Securities LLC, a 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party programs, tailoring client relationships to meet various financial planning and investment needs.

Joseph Biegel is a CFP® with 21 years of industry experience, currently advising at Guardian Life and Park Avenue Securities. He has worked with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory role, he is involved in financial book publishing and marketing and serves as a volunteer advisory board member for OBS Financial Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary and third-party platforms, and a range of integrated lending and alternative investment options.

Fran Scharf is a financial advisor with Steward Partners Investment Advisory, LLC based in Redding, CT, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Steward Partners in 2026, Scharf spent 10 years at Raymond James & Associates. Outside of advising, Scharf manages the business Red Roses LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

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 31 years of industry experience. His career has been primarily with Guardian Life and its subsidiary firms since 2014. Outside of his advisory role, he is involved with Capital Management Advisory Group Corp, a business focused on the sale of fixed life products. 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 range of financial planning and investment management solutions through advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Ryan Darmofal is a CFA® charterholder with 13 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at City National Rochdale, Legg Mason, and UBS Financial Services. His credentials also include Series 66 and Series 63 licenses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management through affiliated and third-party managers.

Kenneth Roban is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and UBS Financial Services Inc. Roban is also involved with Reservoir Road Wealth Management at Steward Partners, where he provides wealth management services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Joann Nemis is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 1996. 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 diverse client base including individuals, families, trusts, estates, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory services through both in-house and third-party portfolio management.

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 has previously worked at Altium Wealth Management and Guardian Life. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

David Glaser is a CFP® and ChFC® with 21 years of experience in the financial services industry. He is affiliated with Eagle Strategies (New York Life) and has worked with both NYLIFE Securities and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a large advisory network within an integrated New York Life structure.

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 in Greenwich, CT, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. Her career includes roles at Mid Atlantic Capital Corporation, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. She serves as an advisory board member at Campus Cover Pro Services, assisting in business development and capital raising. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services and employs multiple program structures combining in-house and third-party management, supported by technology tools and centralized due diligence.

Brenda Delmore is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. She has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and UBS Financial Services. Outside of her advisory work, she is the owner of The Bureau LLC, a sales and services business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.