Conor Ryan is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Hightower Advisors and has previously worked at Highmount Capital, LLC for 20 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Robert Loscalzo is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies.

Richard Brennan is a CFP® with 10 years of industry experience, currently affiliated with HSBC Securities (USA) Inc. He has worked at UBS Financial Services and JP Morgan Chase Bank, with prior roles spanning 7 years at JP Morgan entities. Brennan holds Series 63 and Series 66 licenses. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, including client-directed and discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients through a range of program types including the Offshore Spectrum program for qualified non-resident aliens.

Julissa Lopez is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing bespoke discretionary solutions and maintaining roles such as a security-based swap dealer and futures commission merchant.

Justin Miller is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, and holds a Series 66 designation. He has one year of industry experience and previously served in the United States Coast Guard Station Washington. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary advisory relationships.

Miles Tomlinson is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Strategic Asset Services and Mutual of America. Outside of finance, he has experience in hospitality and recreation, including roles at The Rathskeller Bar and Sunningdale Country Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. Janney Montgomery Scott 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Nina Dinicuolo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Citigroup since 2021. Her prior experience includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Richard Brown is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining Ameritas Advisory Services in 2021, he was involved with Yolo Marine LLC and has a longstanding association with Ameritas Life Insurance and related entities since 2008. He also operates a health insurance consulting business that assists individual clients with selecting appropriate health care plans through exchanges. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Erin Hoffman is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. She has held concurrent roles at Guardian Life Insurance Company since 2017 and Park Avenue Securities since 2020. Outside of her advisory work, she serves as vice chair and board member of the New Jersey National Women in Roofing Council and is involved with nonprofit boards including Eminae Network and Spry Forward, as well as running a consulting business focused on networking and personal brand development. Park Avenue Securities LLC 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 models and third-party managers, supporting both discretionary and non-discretionary accounts across various asset types.

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.

Dylan Roche is a CFP® with nine years of experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2017. In addition to his advisory role, he is an audiobook narrator and joint podcast host for fiction short stories. He has also been involved with B2BGateway.net since 2016. Voya Financial Advisors, Inc. serves a broad range of clients including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple advisory programs with a focus on non-discretionary recommendations.

James Rie is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TransAmerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022. His prior experience includes roles at Valic Financial Advisors and Manning & Napier Investor Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Jared Marzocco is a CFP® professional with five years of industry experience, currently associated with CWM, LLC. His work history includes roles at Carson Wealth, Cetera Advisor Networks, and Taylor Financial Group, LLC. He is also licensed to sell fixed insurance products including life and health insurance. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, institutions, and corporations through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning, sub-advisory, and retirement plan management.

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.

James Forsythe is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, employing strategic and tactical asset allocation along with manager selection in both discretionary and non-discretionary accounts.

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.