Christopher Alexis is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner of rental properties, which he manages with limited time outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, acting also as a swap dealer and futures commission merchant.

Gerard Zopfi Jr. is a CFP® professional with 14 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement Group and its advisory affiliate since 2016. In addition to his advisory role, he provides tax preparation and consulting services through Wealth Enhancement Tax and Consulting Services. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and services.

Steven Wilson is a financial advisor with Primerica Advisors in Rye Brook, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011 and also operates a CPA and CFA practice focused on tax return preparation and consulting. Additionally, he has a teaching role at Fordham University that he has held since 2007. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account-level services including lending solutions and donor-advised funds.

Andrew Derenzi is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. for nine years, as well as Oppenheimer for three years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies and a range of specialized investment tools.

Brian Marshall is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has previously worked at Merrill, Resnick Investment Advisors, GYL Financial Synergies, and The Colony Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and retirement consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlays.

Shane Kelly is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2026, he worked at Oppenheimer & Co. Inc for eight years, and held roles at Commonwealth Financial Network and NFP Advisor Services. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Michael Beloff is a CFP® and ChFC® affiliated with Stratos Wealth Partners, Ltd, with 24 years of experience in the financial industry. He has held positions at firms including LPL Financial, Mass Mutual, MetLife Securities, Morgan Stanley, and UBS Financial Services. Beloff is also a member of the American Funds ABLE Advisory Council. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives who utilize both proprietary and third-party strategies.

Anthony Adamo is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He 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 wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and it operates with large institutional scale including roles as a swap dealer and futures commission merchant.

Gianni Dimeglio is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with William Blair, where he has worked since 2021. Prior to this, he spent nine years at TD Bank, N.A. and TD Private Client Wealth LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Timothy Drinkall is a financial advisor at Oppenheimer with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley, Essentia Analytics, Dauntless Management, and Clear Harbor Asset Management. He is also an adjunct professor at Fairfield University, where he teaches Principles of Investing. 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 range of programs and advisory services that include equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

John Buffa is a financial advisor with Hightower Advisors in White Plains, NY, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at Hightower Advisors since 2017 and previously spent nearly a decade at Morgan Stanley in various capacities, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, serving clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Daniel Leskowitz is a financial advisor at Commonwealth Financial Network with three years of industry experience. He previously worked at Morgan Stanley and Barclays. His other business activities include fixed insurance sales conducted during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Raymond Leyden is a Series 63-licensed financial advisor with 10 years of industry experience. He is currently with Primerica Advisors and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and New York Life Insurance Company. Leyden also serves as a board member for Lansdowne Yonkers. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, financial planning, and investment programs utilizing proprietary and third-party strategies.

Steven Bender is a CFP®-designated financial advisor with Kestra Advisory, where he has worked since 2019. He has 11 years of industry experience, including prior roles at Ameriprise Financial Services and Kestra Investment Services. Outside of his advisory work, Bender is the sole proprietor of Bender & Associates, CPAs, a tax and accounting business, and serves as CFO of IG Fruit, an importer and marketer of fresh fruit. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a broad client base including very large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Jason Horowitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Nomura Securities International, Nomura Holding America, and RBC Capital Markets. He is based in New York, NY. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Yoshiki Hirabayashi is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2011, including roles at Citibank, N.A. and Citigroup Global Markets. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.

Andrew Leven is a CFP® with 22 years of industry experience, currently affiliated with Primerica Advisors and operating through Park Avenue Securities and Guardian Life Insurance Company. He has held roles at Park Avenue Securities since 2005 and Guardian Life Insurance since 2005. Outside of his advisory work, he helps coordinate community services for the Greenknolls Greenvale Community Association and is involved with Retirement Strategy Calculator LLC, an application focused on cash flow analysis. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Brian McDermott is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Oppenheimer since 2009, totaling 17 years at the firm. 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 across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Kent Lucken is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a 50% owner of Solvit Capital Partners, LLC, an investment firm focused on private equity, serves on the Board of Directors for the Bastion Institute, a nonprofit organization, and is a member of the International Advisory Board for Equilibrium Global Limited, an international consulting firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with unique market roles and commercial arrangements.

Robert Sack is a CFP® professional with 55 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He has also been associated with Kestra Investment Services, LLC and Fusion Financial Group since 2003. Sack operates a registered representative business under the name Robert Sack Financial Services, focusing on financial planning activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, benchmarking, and employs multiple management platforms and third-party solutions within a supervisory framework.