Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. He is also the owner and registered investment advisor of Questar Stabinski LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of investment management and financial planning services, employing various analytical approaches and acting as a fiduciary when engaged under written agreements.

Benjamin Ehrlich is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and 14 years of industry experience. He has worked at Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Pamela Mellor is a Series 66-licensed financial advisor with Primerica Advisors, based in Paramus, NJ, and has 21 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities 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 and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Joseph Cain is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent 20 years with American Portfolios Financial Services, Inc. Outside of advising, he operates a tax preparation business as an enrolled agent and manages the website SideGig.com. Osaic Advisory Services serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models, utilizing both proprietary and third-party platforms.

Andrew Olivier is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior work includes positions at Private Wealth Management Group LLC and Securities America Advisors. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Keith Gardner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Charles Schwab and Co., Inc., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is currently based in White Plains, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm utilizes a combination of affiliated and third-party managers within its strategic and tactical asset allocation portfolios.

Joel Talish is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of the Development Committee for the public charter middle school School in the Square in New York City. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles, with a focus on portfolio construction and risk management.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

Carlos Villar is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Sterling National Bank. Villar is based in Ossining, NY. 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 employs multi-asset, multi-manager strategies with dedicated oversight and integrates both discretionary and non-discretionary approaches.

Brian Carenza is a financial advisor at Brookstone Capital Management LLC with the designations ChFC® and Series 63, and three years of industry experience. He has worked at Brookstone since 2022 and has held roles at Advisors Elite Financial, First Ameritas Life Insurance Corp. of New York, and DiPaola Financial Group since 2008. 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, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Marc Mirabella is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and Park Avenue Securities since 2009. Outside of his advisory work, he serves as a volunteer firefighter with the Elmsford Fire Department. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Ryan Cron is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has held positions at Guardian Life, Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients with brokerage services, financial planning, and a range of investment advisory programs, offering both discretionary and non-discretionary options that include model portfolios and digital advisory solutions.

Christine Hyla is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at CMG, Equitable Advisors, and AXA Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers across various investment vehicles and strategies.

Michael Oakley is a CFP® with 36 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at Apple Bank and Infinex Investments since 2022 and spent 15 years at Citigroup Global Markets prior to that. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a wide range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and a dual broker-dealer/adviser structure that supports a variety of investment and lending solutions.

Mindy Fisdel is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Ann Taylor and Wells Fargo Institutional Retirement & Trust. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a focus on non-discretionary assets and fiduciary responsibilities to retirement plan investors.

Anu Sharma is a financial advisor at OSAIC Advisory Services, LLC with 10 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, Sharma worked at Triad Hybrid Solutions and Triad Advisors, JP Morgan Chase Bank, and Morgan Stanley. Sharma is also the principal and founder of Rivertown Investment Advisor, a sole proprietorship focused on financial planning and portfolio management. OSAIC Advisory Services is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and access to alternative investments through multiple program models and third-party platforms.

Erik Scherr is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at MetLife Securities Inc. and Mass Mutual Investors Services. He also sells insurance products outside of Guardian when appropriate. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Richard Kintzing Sr. is a financial advisor at Guardian Life with Series 66 credentials and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior experience at Certified Financial Services and healthcare-related organizations. He is also president of a local LeTip chapter. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary portfolio management.

James Pigot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at LPL Financial and KPMG, as well as a position at SUNY Binghamton School of Management. He provides administrative support to several independent investment advisor firms affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, utilizing multiple analytical approaches and access to third-party asset managers and turnkey asset management platforms.