Christopher Selke is a financial advisor at Aegis Capital Corp. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and UBS Financial Services prior to joining Aegis in 2026. Aegis Capital Corp. serves a diverse client base including both individual and corporate clients, offering a range of financial services such as asset management, financial planning, brokerage, annuities, and insurance. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable emphasis on non-discretionary advisory services where clients approve trades before execution.

Eric Chan is a financial advisor at NewEdge Wealth with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo Clearing, Bank of America, and Merrill. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process focused on asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary investment solutions.

Euan Mackay is a CFA® charterholder with five years of industry experience. He has worked at O'Shaughnessy Asset Management, LLC since 2021 and previously spent seven years at Rosenberg Equities. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients. The firm employs a systematic, model-driven approach based on empirical research and offers a customizable platform for advisers while managing multiple sub-advisory and affiliate relationships.

Roger Paradiso is a financial advisor at O'Shaughnessy Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Franklin Managed Options Strategies LLC, Fiduciary Trust Company International, Legg Mason & Co., and ClearBridge Investments. Paradiso serves as Chairman Emeritus on the Board of Governors of the Money Management Institute and is a board member of the Morgan Stanley Donor Advised Fund. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisers alongside sub-advisory and ETF management services.

David Bauer is a Series 65-licensed advisor at Perigon Wealth Management, LLC with 11 years of industry experience. He previously worked at Nauset Wealth Management, LLC for eight years before joining Perigon in 2022. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Joseph Giroux is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2023, having previously worked at Franklin Templeton. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Mandie Evans is a financial advisor at Citizens Private Wealth with 15 years of industry experience. She holds a Series 66 designation and previously worked for 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation strategy within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Fernando Ascenso is a financial advisor at Osaic Institutions, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets and HSBC Securities. Outside of his advisory role, he manages bank accounts as a general partner in a family real estate venture. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Paola Manganiello is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA in various capacities since 2013. Outside of her financial career, she has worked as a waitress at Arturo's Restaurant since 1999. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its planning services from ongoing account management and serves as adviser to a donor-advised fund within a vertically integrated group.

John Meskunas is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 66 designation and previously worked at Ferrari PF Palm Beach for three years before joining Oppenheimer in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Allen Mena is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and four years of industry experience. He has been with D.A. Davidson since 2021 and previously worked at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Siegfrid Sicangco is a financial advisor with Mercer Global Advisors Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at UBS Financial Services and Sanctuary Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and complemented by educational content and firm-wide initiatives.

David Bibicoff is a financial advisor with Guardian Life in Westport, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at Guardian Life and its subsidiaries since 1996 and has been affiliated with Park Avenue Securities since 2021. Outside of his advisory role, he coaches life insurance agents monthly through Mission Driven Agent Coaching. Park Avenue Securities LLC, 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 range of financial planning, consulting, and investment management solutions, including advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

Joseph Biegel is a CFP® with 21 years of industry experience, currently advising at Guardian Life and Park Avenue Securities. He has worked with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory role, he is involved in financial book publishing and marketing and serves as a volunteer advisory board member for OBS Financial Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary and third-party platforms, and a range of integrated lending and alternative investment options.

Jennifer Uzzi is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Yanique Anderson is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and HSBC in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and a combination of large institutional scale and unique market roles.

James Giangrande is a CFP® professional with 24 years of industry experience, currently advising at Hightower Advisors since 2023. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He conducts quarterly goal planning workshops and receives referral fees related to human resource software introductions to 401(k) clients. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party investment managers.

Peter Lang is a financial advisor with Hightower Advisors in Rye, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles to address diverse client needs.

James Licata is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and nine years of industry experience. He has worked at firms including LPL Financial, MML Investors Services, MassMutual Life Insurance Company, and Pruco Securities. Licata is involved with Aging Issues Management LLC, reflecting his engagement with specialized advisory services related to aging. 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-based advisory model using a range of investment strategies and technologies, often implementing advice through third-party managers and proprietary solutions.

Craig Stearns is a CFP® with 23 years of industry experience. He is currently with Farther and also owns Stearns Wealth Management, a private entity focused on fixed insurance business. His prior experience includes roles at Integrated Equity Management and Lenox Advisors/MMLIS. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.