Rudolph Sarro III is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Altium Wealth Management, Liberty Mutual Insurance, Kushman and Wakefield, and in construction services. He previously worked in schooling for nearly two decades. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, utilizing proprietary analytics and a wide range of investment and advisory platforms integrated within the broader Goldman Sachs ecosystem.

Marc Mungin is a financial advisor with Lincoln Investment, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is the sole owner of a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and proprietary AIM strategies.

Dana Deluca is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and eight years of industry experience. Prior to joining Steward Partners in 2025, Dana worked at Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. LLC from 2014 to 2025. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, providing both discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Lisa McGrath is a financial advisor at TIAA-CREF with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA since 1991. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Scott Patten is a financial advisor at Corient with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Corient Services LLC since 2025, as well as Northeast Financial Consultants, Inc. since 2012. Outside of his advisory role, he serves as a trustee managing a family trust brokerage account. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Kyle Alexander is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he works as a weekend bartender at the Larchmont Yacht Club. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and execution capabilities, combining large institutional scale with specialized market roles.

Tucker Scott III is a financial advisor at GWN Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2015. Scott is also the owner of M-Powered, LLC, a business he has operated since the late 1990s. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Daniel Goggin III is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup. He is a Social Events Committee board member of the New York Athletic Club, assisting in planning events for club members. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations through a broad range of advisory and brokerage services, including discretionary and non-discretionary portfolio management and retirement consulting. The firm maintains custody of client assets while operating both broker-dealer and advisory businesses.

Anthony Veiga Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd and has held prior roles at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, Veiga serves as a volunteer firefighter with the Ridgefield Volunteer Fire Department. Stratos Wealth Partners serves individual and institutional clients by offering financial planning, advisor-managed portfolios, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm combines active portfolio monitoring with access to proprietary and third-party strategies and operates under a structure that includes SEI-affiliated ownership and a range of institutional and niche advisory services.

Derrick La Branche Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Columbia Management Investment Advisors and Eaton Vance. He is based in Stamford, CT. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Andrew Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Primerica Advisors. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and offers various programs including discretionary and non-discretionary management options.

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over 16 years at both RDM Investment Services, Inc. and Retirement Design & Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles and strategies.

Karen Lexow is a CFP® and holds a Series 65 license with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Andrew Lavoie is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, AGW Group, and Tradition Securities and Derivatives LLC. He serves as Treasurer on the board of Mookie's Miracle, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level solutions, including lending and donor-advised funds.

Maureen Decker is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Penn Mutual Life Insurance Company. Outside of advisory work, she provides tax preparation services and conducts student loan portfolio reviews to evaluate repayment and forgiveness options. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs and financial planning services. The firm combines investment advice with custody, execution, and brokerage capabilities, utilizing both discretionary and non-discretionary management through third-party asset manager relationships.

Cindy Rudbart is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 14 years. Rudbart serves as a board member and finance committee participant for the Jewish Federation of Northern New Jersey, where she reviews the organization’s investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a broad range of investment services through a Private Advisor model and a consolidated investment platform.

Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Lawrence Bernstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Outside of his advisory role, Bernstein is involved in life insurance brokerage and tax preparation through his firms Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes a platform that includes third-party asset managers to provide tailored investment solutions.

Vincent Batyr III is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2015 and concurrently operates Vincent J. Batyr & Co, CPAs, where he serves as president and owner, providing accounting and tax preparation services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.

Brian Harpur is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Morgan Stanley and has been with TIAA-CREF and its predecessor entities since 2012. Outside of his advisory role, he serves as a referee for youth Gaelic football games. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and corporate entities. The firm offers a range of services including model-based and customized portfolio management under a fiduciary standard.