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.

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.

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.

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.

Michael Herkert is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY. He has four years of industry experience, including prior roles at Kestra Investment Services and Westchester Financial Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

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.

Kevin Lacaj is a financial advisor with HSBC Securities (USA) Inc. holding Series 66 and Series 63 licenses and has two years of industry experience. He has worked previously at J.P. Morgan Securities LLC and Lacaj Holding Inc. In addition to his advisory role, he is also a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he sells bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and utilizes both affiliated and third-party providers for its advisory, fund selection, and administrative services.

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.

Dianne Pritchard is a financial advisor with SPC and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at Sigma Financial Corporation and SPC. Outside of her advisory role, she is an independent insurance agent specializing in dental, group disability income, life, accident, health, and Medicare-related products, and serves as a board member at her church. SPC serves a diverse client base including individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Sidney Kaufman is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. In addition to his advisory role, he owns and operates a tax preparation business where he prepares tax returns and serves as a NY Department of State process agent. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

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.

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.

Gavin Ford is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Hartford Funds Distributors, IPTA Clinical LLC, and Rutgers University, among others. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across various asset classes.

Michael Wenger is a financial advisor at Guardian Life and Park Avenue Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Wenger has pursued interests in electronic dance music production and has an LLC established to open a restaurant/lounge in New York City. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, and institutional clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory options utilizing models from internal and third-party managers, along with a hybrid digital advisory solution.