Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 credential and eight years of industry experience. Prior to his current role, he worked at Agia and has written and published a children's ebook. He also sells baseball cards through live auction streaming on the app Whatnot. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed account solutions through a large network of advisors.

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Alisha Sheikh is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and operates with a large institutional scale, including in-house research and security pricing, as well as roles as a swap dealer and futures commission merchant.

Dylan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Savills and Goodwin Procter. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Jamie Lee is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. Jamie holds the ChFC® designation and is also a licensed Notary Public. Outside of advising, Jamie serves as a board member for the C Land Foundation, which focuses on environmental awareness and youth leadership development. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs tailored to client goals and maintains a significant amount of non-discretionary assets under management within an integrated New York Life affiliate structure.

Brian Kazanchy is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He previously worked for RegentAtlantic for 18 years before joining Corient and related entities. Outside of his advisory role, he is president of two rental real estate businesses. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm follows a goals-based, team investment approach combining internal strategies with third-party managers and employs various risk management tools to align portfolios with client objectives.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Barron Natelli is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2017. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory and portfolio management programs. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Luis Granados is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He holds a Series 66 license and has been associated with LPL Financial, LLC over the same period. 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 portfolio management, financial planning, and access to third-party asset management programs.

Timothy Daly is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Janney Montgomery Scott since 2009 and previously spent a year at Stifel Nicolaus & Co Inc. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

William Lewis is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and related entities, having joined in 2024. Prior to this, he worked at Burklow & Rotella, LLC and Ameriprise. Lewis is also managing the closure of two privately owned management businesses in Riverdale, NJ. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering services such as portfolio management, financial planning, and consulting through various advisory programs.

Evan Gutman is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2020. Prior to his financial services career, he was employed at Uber and Penn State Housing and Food Service. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, with a focus on ongoing monitoring and supervisory oversight.

Robert Wrage is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and he has been with Citigroup-affiliated firms since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large client relationships.

Jonathan Caplan is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 21 years of industry experience. He has previously worked with Mariner Independent Advisor Network and Atlas Private Wealth Advisors and is the president of Caplan Capital Management, Inc., an investment advisory firm he has led since 1996. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, supporting various analytical approaches and client preferences through a broad network of investment adviser representatives.

Matthew Palusak is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors and Merrill Lynch. He owns MP Marketing and Management LLC, a marketing and management business based in Long Valley, NJ. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary models and third-party manager solutions through platforms like Envestnet.

Nicholas Samara is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and one year of industry experience. He has also been associated with Madison Wealth Planners and LPL Financial since 2021. Prior to his advisory roles, he worked at Rowan University and Madison Public School. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

John Horn is a financial advisor at Steward Partners Investment Advisory, LLC with a Series 66 credential and one year of industry experience. Before joining Steward Partners in 2025, he worked for six years at CFRA Research and spent two years at Warburg Pincus. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Nitika Sethi is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to provide bespoke discretionary solutions and extensive research capabilities.

Michael Guarnieri is a financial advisor with Integrated Wealth Concepts LLC, holding Series 65 and Series 63 licenses and three years of industry experience. He has also worked at Scheer Guarnieri & Associates CPAs LLP since 2011. His role at Scheer Guarnieri involves certified public accounting activities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a long-term investment approach with customized portfolios constructed using mutual funds, ETFs, equities, and fixed income.

Michael Wasik is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Bleakley Financial Group, LPL Financial, and Park Avenue Securities. He is also licensed to sell insurance outside of Guardian Life. Park Avenue Securities LLC, where he operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.