David Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Ameritas in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance, among other firms. Outside of his advisory work, he is a partner in Skate Safe, a multisport facility, and is involved in life settlement brokerage activities through several related entities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.

Kristin Hall is a financial advisor with Principal Financial Services, holding a Series 66 credential and bringing 24 years of industry experience. She has been with Principal Financial Services since 2005 and Principal Life Insurance Company since 2004. Outside of her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Sulit is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and 25 years of industry experience. He has been with HSBC and its affiliates since 2006, serving in roles at HSBC Bank USA and HSBC Securities. He is also a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary platforms. The firm employs a multi-profile investment process supported by affiliated asset managers and custodians, with an emphasis on both non-discretionary and discretionary portfolio management.

Brenda Heitmuller is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 licenses and bringing 27 years of industry experience. She has been with Key Investment Services since 2016 and also works with KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection combined with professional recommendations and oversight.

Daniel Giaimo is a CFP® certificant with 27 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial since 2015 and has been involved with ITI Strategies since 2003. Giaimo serves as President and CEO of Giaimo & Company, Inc., a tax preparation and accounting firm. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and a proprietary WealthSuite separately managed account program.

Jonathan Alviar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Equitable Advisors. He is the owner of Insightful LLC, a consulting venture focused on data organization using tools like Microsoft Power BI, though the company has not yet engaged in business activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Patrick Lennon Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved with Lennon Associates II, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Matthew Costa is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2004 and holds the Series 66 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with various investment vehicles, and acts as a qualified custodian for client assets.

Hunter Fauci is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Hudson Valley Credit Union, and Axa Advisors. Outside of his advisory role, he occasionally acts as a notary public for friends and family. 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 model selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Michael De Matteo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. He has been with Wealth Enhancement Advisory Services and its predecessor, Wealth Enhancement Group, since 2020 and previously worked at 10-15 Associates from 2014 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Adam Seifts is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2020. Prior to and concurrently, he has been associated with 10-15 Associates and Purshe Kaplan Sterling since 2010. Outside of his advisory roles, he is a licensed agent for Jackson National Life Insurance of New York, recommending fixed annuities when suitable for clients. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active managers, overseen by an internal Investment Committee.

Gaetano Carillo is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of portfolio implementation options including low-cost ETFs, separate account managers, and private funds.

Jonathan Moulton is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. In addition to his advisory role, he is president and secretary of GNM Holding, Inc., a corporation he inherited. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs a mix of strategic and tactical asset allocation across various investment strategies and supports both discretionary and non-discretionary advisory relationships.

Michael Bakker is a financial advisor with Commonwealth Financial Network and a managing partner of Flourish Wealth Advisors, where he has worked since 2018. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, trading, technology, compliance, and practice management support.

Daffodil Reid Alexander is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 license and seven years of industry experience. She has been with Bankers Life in various capacities since 2010 and is also involved in an online drop shipping business for bags operated with her husband. Additionally, she works as a real estate salesperson assisting buyers and sellers. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Garrett Leahy is a Series 66-licensed financial advisor at Citigroup Global Markets with four years of industry experience. He has been with Citigroup since 2020 and previously worked in energy services and the food industry. 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 unique market roles, including in-house research and execution services, supporting complex advisory relationships.

Jacqueline Dufresne is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds a Series 63 designation and previously worked at Janney Montgomery Scott and Commonwealth Financial Network. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

Thomas Stritt is a financial advisor with Key Investment Services LLC and holds a Series 66 credential. He has four years of industry experience, including prior roles at Morgan Stanley Smith Barney LLC and Hudson Valley Credit Union. Outside of his advisory work, he remains listed as a tutor at The Learning Center at Regina Coeli, where he has provided math instruction to middle and high school students. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment selections supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Todd Gianguzzi is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. since 2006. Outside of his advisory role, he has established a photography website focused on weekend assignments. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using proprietary portfolio construction tools developed in partnership with Morningstar Investment Management.

Calvin Lem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including CitiGroup since 2015 and Essex National Securities since 1999. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and integrates institutional-scale research and market roles uncommon among peers.