Sean Tierney is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2014. 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 an emphasis on internal oversight and selectively integrates external managers and alternative exposures.

Maria Sciuto is a CFP® professional with over 13 years of experience in the financial industry, currently affiliated with Concurrent Investment Advisors, LLC. Her prior roles include positions at Spire Wealth Management and Forte Capital LLC. Outside of finance, she works as a group exercise instructor at Gold's Gym. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by integrated operational tools and affiliated sub-advisory arrangements.

David Mosenson is a Series 63-licensed financial advisor with 32 years of industry experience. He is currently with Ameritas Advisory Services, LLC, having joined in 2025, and previously worked at Hornor Townsend & Kent Inc., Penn Mutual Life Insurance, and Principal Life Insurance Co. He is also involved as an owner in life settlement businesses and is a partner in a multisport facility called Skate Safe. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Scott Hertzog is a financial advisor at Oppenheimer with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer, he worked at Ameriprise Financial Services and was involved with Tuthilltown Spirits LLC for four years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Nicholas Shala is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds the Series 66 designation and has worked in various roles including at Rhinebeck Bank and Brent T Mentro's Insurance Agency. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a distinctive service and distribution model.

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 worked with Key Investment Services since 2016 and has been associated with KeyBank since 2016 as well. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider platform and integrates services with KeyCorp affiliates, offering various wrap-fee programs alongside custodial, trade execution, and ancillary insurance products.

Daniel Giaimo is a CFP® with 27 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2015. Giaimo also maintains a role with ITI Strategies, Inc., a business related to his LPL Financial activities. He is president and CEO of GIAIMO & COMPANY, INC., a tax preparation and accounting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary advisory services, utilizing proprietary technology and a range of investment strategies implemented through third-party managers and platforms.

Ayda Lupo is a financial advisor with Key Investment Services LLC in Chester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with KeyBank and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider platform and offers various wrap-fee programs with custodial and trade execution services, integrating with KeyCorp affiliates to deliver additional financial and advisory capabilities.

Guarionex Ortiz is a financial advisor at &PARTNERS with 30 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Merrill. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies through both discretionary and non-discretionary management, utilizing proprietary and third-party models and maintains roles as a registered investment adviser, broker-dealer, and municipal advisor.

Jonathan Alviar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors and various organizations in educational and recreation settings. He is the owner of Insightful LLC, a consulting business focused on data organization using tools like Microsoft's Power BI, though it has not yet engaged in business activities. 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 that blends passive and active management with quantitative, momentum, and fundamental analysis.

Patrick Lennon Jr. is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2015, following prior roles at Kestra Investment Services and Equitable Advisors. Lennon is involved with Lennon Associates II, LLC, a business entity he manages for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary model, utilizing a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Matthew Costa is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Kevin Schunck is a financial advisor at Key Investment Services LLC in Monroe, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior roles include positions at LPL Financial, M&T Securities, and Equitable Advisors. Outside of his advisory work, he is a co-owner of a seasonal ice cream shop, Treats & Tiques NNY LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through model-based portfolio management. The firm uses a multi-provider platform, combining discretionary implementation with non-discretionary client model selection, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Hunter Fauci is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior roles include positions at LPL Financial, Hudson Valley Credit Union, and Axa Advisors. Outside of his advisory work, he occasionally performs notary services for friends and family. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs and combines third-party strategist portfolios with its own investment office and affiliated financial services.

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.

James Brandemarte is a financial advisor at Citizens Securities, Inc. in Newburgh, NY, with 24 years of industry experience. He has been with Citizens Securities since 2009. Brandemarte holds the Series 65 and Series 66 designations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Jonathan Moulton is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. In addition to his advisory role, he is the president and secretary of GNM Holding, Inc., a corporation he inherited. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary investment approaches.

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.

Brian Tegnander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and four years of industry experience. He has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2020. Prior to that, he spent 20 years with 10-15 Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory 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, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.