Stephen Valenti is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience working at Mark S. Eghrari & Associates, PLLC and Futterman, Lanza & Pasculli, LLP. Valenti is also an associate attorney at Mark S. Eghrari & Associates, PLLC, an estate planning law firm. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.

Robert Schrier is a financial advisor with Primerica Advisors in Brooklyn, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over 27 years with Primerica Advisors and a concurrent tenure at Guardian Life Insurance Company since 1993. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients through brokerage and advisory services. The firm offers proprietary advisory programs, third-party manager platforms, and financial planning solutions, managing approximately $15 billion in assets with a mix of discretionary and non-discretionary strategies.

Scott Odonnell is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes positions at Morgan Stanley and E*TRADE Capital Management. He is a founding partner of a networking group that currently does not generate financial gain. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Carl Friedrich is a financial advisor at Farther with the designations CFP® and CFA®, and holds Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at Excelsior Investment Advisors, Fcci Consulting, and FCE Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and independent managers, supplemented by AI tools under internal review.

Muhammad Shahzad is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2017, following four years at Peoples United 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 discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Kevin Fahy is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA-CREF from 1994 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its adviser headcount.

Coletta Alagia is a financial advisor with Guardian Life and holds a Series 66 designation. She has been in the industry since 2021, with experience at Northwestern Mutual Life Insurance Company, JT Urraro, Guardian Life Insurance Company, and Park Avenue Securities. Prior to her financial career, she was involved in dance instruction at Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves a range of clients including individuals, pension plans, charitable organizations, and corporations, offering brokerage, financial planning, and advisory services using both proprietary and third-party investment programs.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2002. Outside of his advisory role, he is involved with D. Hass Tennis Inc., a non-investment-related activity he dedicates time to on weekends and after market hours. 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, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Stephen Healey is an advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and beginning his financial advisory career in 2026. Prior to this role, he has experience with Bankers Life Securities, Bankers Life & Casualty, RTI International, Veracity Research Company, and served in the US Army Reserves for 12 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios across various securities, with a focus on clients’ goals, risk tolerances, and time horizons.

Herbert Oster is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he holds a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Joseph Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Thrivant Advisor Network and Sterling National Bank. Outside of his advisory role, he is involved as a brand ambassador for GHOST, LLC, a sports nutrition company, conducting product demonstrations in the Long Island area. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management, financial planning, and advisory services supported by a large network of advisors.

Lane Marmon is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to advisory services, Lane is involved with Wealth Enhancement Tax and Consulting Services, providing tax preparation and consulting. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets through a large advisor network and employs a diversified investment approach combining passive and active strategies, quantitative analysis, and internal oversight.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VOYA since 2014 and has also worked with Union Central since 1987. Outside of advisory roles, he speaks at paid motivational engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Brandon Zisa is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. He has six years of industry experience, including prior roles at Vestwell and Prudential-affiliated firms. Outside of advising, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting through multiple program structures. The firm primarily delivers advice via non-discretionary recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Thomas Palmeri is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 credential and bringing 40 years of industry experience. He has been with Guardian Life and its affiliate Guardian Life Insurance Co of America since 2010. Outside of his advisory work, Palmeri volunteers as a kitchen manager at the Interfaith Nutrient Network soup kitchen and serves in leadership roles with the Patchogue Rotary Club and the National Association of Insurance and Financial Advisors (NAIFA) New York State board. Park Avenue Wealth Management, a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios and a hybrid digital advisory solution.

William Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Steward Partners organization since 2017, as well as roles outside the financial sector including positions at Indeed.com and Hardwork Communications. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management options.

Marisol Sanchez Taboada is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. 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 broad range of advisory, execution, and custody services.

Mark Verity is a financial advisor with Independent Financial Partners in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Equitable Advisors LLC and Prudential entities. Outside of his advisory role, he owns and actively manages an investment-related business, FirstRise Investments. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with specialized capabilities in retirement-plan advisory and pension consulting.

Mark Eghrari is a financial advisor with Integrity Alliance, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Brokers International Financial Services since 2023 and operates Eghrari Wealth Training LLC and Mark S Eghari & Associates PLLC, which he founded in 1998. Outside of advisory work, he is an attorney specializing in estate planning and is engaged in recruiting and training attorneys to become investment adviser representatives. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and access to third-party managers through multiple platform solutions.