William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Outside of advising, he has worked at Burning Tree Country Club and other non-financial firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both individual and institutional clients with a range of discretionary and non-discretionary management options, including formal retirement-plan advisory and pension consulting services.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Dylan Curran is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Altium Wealth Management. His career includes roles at Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Erik Riley is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 designation and has been in the industry since 2023, with prior experience at firms including Stop & Shop and SelectCARE. Outside of finance, his background includes roles at MetLife Stadium and AWP Safety. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk profiles.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Napatree Capital LLC, Fidelity, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and various specialized programs.

Fernando Garcia is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has held prior roles at Santander Bank, Wells Fargo, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Ivan Watanabe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He serves as a board member of the Holy Cross Alumni Association and Brooks School, participating in alumni engagement and educational initiatives. 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 provides advisor-led discretionary management combined with model-based strategies and access to proprietary programs, with client relationships tailored by investment adviser representatives to meet a range of financial planning and consulting needs.

Lilwyn Dyer is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has 23 years of industry experience, including roles at Nylife Securities and New York Life Insurance since 2001. Her other business activities include serving as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and operates primarily on a non-discretionary asset management basis.

Patricia Linekin is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at Key Investment Services and KeyBank over the past 18 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.

Burke Anderson is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2017, following a four-year tenure at Goldman Sachs & Co. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Ronit Shah is a Series 65 licensed advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower Advisors in 2025, Shah held roles at Drexel University, Alkali Partners, Glenmede, and Vette.io. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Juan Becerra is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He has previously worked at Goldman Sachs & Co. LLC for seven years and Bergenfield Billiards for one year. Becerra holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various account structures and employs multiple analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

Avi Jankelovits is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, swap dealing, and futures commission merchant operations.

Joseph Canciglia is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2014. He holds Series 63 and Series 65 licenses and is based in Hackensack, NJ. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charities, and municipal clients. The firm offers a range of brokerage services, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management.

Ashley Bittar is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Montclair State University. Outside of finance, she has experience working at Giovanna's Cafe. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and investment banking services.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Christopher Sosa is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2021. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Valic Financial Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations through investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and offers specialized services such as coordinated tax compliance, CFO functions, and a Financial Wellness Platform, supporting both traditional and alternative investment strategies.

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various 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 combines large institutional scale with specialized market roles, including derivatives and futures services.

Chryssanthe Detroyer is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services, utilizing both proprietary strategies and third-party model providers.