Mohamed Bendary is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. His work history includes roles at Edward Jones, Beacon Pointe Advisors, and Citi Bank. Bendary holds Series 63 and Series 65 licenses. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm uses a combination of affiliated and third-party sub-managers and provides portfolio management, financial planning support, and custody services through a technology platform.

Roberto Casale is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2014. Prior to joining TIAA-CREF, he was employed at Merrill and Fidelity. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund through its affiliated services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

Conor Ryan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at Highmount Capital, LLC for 20 years and held a role at Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Thomas Lee is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, NYLIFE Securities, and New York Life Insurance Company. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Robert Loscalzo is a financial advisor at Guardian Life with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with both Guardian Life and Park Avenue Securities throughout his career. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with a range of financial planning and consulting services tailored to client needs.

Richard Brennan is a CFP® with 10 years of industry experience, currently affiliated with HSBC Securities (USA) Inc. He has worked at UBS Financial Services and JP Morgan Chase Bank, with prior roles spanning 7 years at JP Morgan entities. Brennan holds Series 63 and Series 66 licenses. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, including client-directed and discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients through a range of program types including the Offshore Spectrum program for qualified non-resident aliens.

Brian Batter is a financial advisor at Transamerica Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including World Financial Group and Valle Incorporated. Outside of finance, he is a freelance bio writer conducting interviews and author reviews related to athletics and personal training. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios alongside access to third-party managers, with discretionary and non-discretionary program options.

Julissa Lopez is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing bespoke discretionary solutions and maintaining roles such as a security-based swap dealer and futures commission merchant.

Justin Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Prior to his financial career, he served four years with the United States Coast Guard Station Washington. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining proprietary and third-party investment programs.

Miles Tomlinson is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Strategic Asset Services and Mutual of America. Outside of finance, he has experience in hospitality and recreation, including roles at The Rathskeller Bar and Sunningdale Country Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Meiyue Jin is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Citi Bank, spanning various positions since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Nina Dinicuolo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Citigroup since 2021. Her prior experience includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Richard Brown is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Ameritas in various capacities since 2008. Outside of his advisory role, he operates a health insurance consulting business to help individual clients select appropriate health care plans. 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 utilizes a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios according to client needs.

Erin Hoffman is a financial advisor at Guardian Life with a Series 66 designation and five years of industry experience. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of financial advising, she serves as Vice Chair and Board Member of the New Jersey National Women in Roofing Council and holds board positions with Eminae Network and Spry Forward. She also operates Erin Hoffman Consulting LLC, providing guidance on networking and personal brand development. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting solutions tailored to client needs.

Keith Cox is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 27 years of industry experience. He has worked at PlanMember since 2010 and also has a long-standing role with Scarborough Alliance Corp. Outside of his advisory duties, he manages a town park and beach in Carmel, New York. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management for many plans alongside participant-level investment options and educational support. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, serving its clients through both broker-dealer and investment advisory registrations.

Dylan Roche is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2017. He is also involved in independent insurance sales and is the owner and content creator of a podcast focused on fiction short stories. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm offers a combination of in-house and third-party investment strategies and manages a significant portion of assets on a non-discretionary basis.

James Rie is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His previous roles include positions at TransAmerica Life Insurance Company, Valic Financial Advisors, and Manning & Napier. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients in its primary programs.