Kathi Diorio is a CFP®-certified financial advisor with 31 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment strategies overseen by an Investment Management & Research team that utilizes both strategic and tactical approaches.

James Costello is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, focusing on insurance-related activities. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides a range of services such as investment management, financial planning, retirement consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Aaron Liberman is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and Steward Partners’ affiliated entities. He is also the owner of The S&L Group, a non-investment-related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Michael Valeri is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and six years of industry experience. His prior work history includes roles at Park Avenue Securities, Bank of America, Merrill, and Dawson James Securities. Outside of his advisory work, he has also operated as an Uber/Lyft driver. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using various model portfolios and features a hybrid digital solution called VestWise™.

Rong Ling Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. Lin has worked at Citigroup since 2017 and was previously employed at Merrill from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and diverse market roles.

Briana Iannaccone is a CFP® with six years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. She has worked with Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, among other roles. Outside of financial advising, she has been involved in entrepreneurial and educational activities including a dog training business and a position at Ramapo College of New Jersey. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and advisory solutions, combining in-house and third-party strategies with ongoing monitoring and financial planning services.

James Rotondo is a financial advisor with PNC Wealth Management in Kinnelon, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience at DoorDash, Inc. Outside of financial services, he has been involved with Cobra Flats LLC since 2022 and previously with Millburn Culinary Associates Inc. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital portfolio solution that utilizes algorithm-driven model selection and third-party portfolio implementation.

Thomas Messina is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with firms including Nexus Wealth Strategies LLC and Compass Wealth Strategies, and serves as a board member of the Mahwah Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lauren Ellberger is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves as treasurer for Young Israel of Teaneck, a local synagogue with approximately 300 families. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Frank Cifuni is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is president of LCG Tax Services, LLC, and serves as an officer for the charity Valley Cottage Indians Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Youwha Lee is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has 22 years of industry experience. Lee has been with Eagle Strategies since 2019 and has held roles at Nylife Securities LLC and New York Life Insurance Company since 2014 and 2002, respectively. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Joseph Fimmano is a financial advisor with Eagle Strategies (New York Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Eagle Strategies since 2011 and has prior experience with New York Life and Nylife Securities dating back to 1998. Outside of his advisory work, he serves as a board member of the American Dream Diner in Orangeburg, NY. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated structure linked to New York Life.

Miguel Fernandez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 a combination of large institutional scale and unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Michael Mcsweeney is a Series 66-licensed advisor with 12 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and 2012, respectively. Mcsweeney is involved in Strategic Wealth Group Inc. / Ascend Wealth Partners, a marketing DBA for Guardian and Park Avenue businesses. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Howard Solomon Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Solomon Wealth Solutions, LLC, Integrity Alliance, LLC, Next Financial Group, Inc., and Solomon Financial. Outside of his advisory work, Solomon is involved in raising, breeding, and showing purebred dogs and holds leadership roles in multiple dog breed clubs and related nonprofit organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using a variety of investment approaches and platforms.

Michael Cooper is a CFP® with 14 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Lisa Raghunanan is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing product due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jeffrey Buczek is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2009. He also sells various insurance products, including life, long-term care, and Medicare supplement insurance, through multiple insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary investment advice and maintains notable affiliations with broker-dealers and insurance agencies.

Steven Testino is a CFP® with 25 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. His prior roles include positions at LPL Financial and Independent Financial Partners. Outside of financial advising, he has been involved with SCT Restaurant LLC for over two decades. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Michael Dimola is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America Advisors, Inc. and Securities America, Inc. He also operates a CPA practice, Michael Dimola, CPA, PC, which he has owned since 1996. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.