Yanelys Benham is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

John Rapport is a CFP® with 16 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has held prior roles at Rockefeller Capital Management, Bank of America, N.A., and Merrill Lynch. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Philip Sandt is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has been with Janney since 2001. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Peter Christian Della Volpe is a financial advisor with Primerica Advisors, holding a Series 66 designation and possessing one year of experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he spent several years in education at Bridgewater-Raritan Middle and High Schools and Franklin and Marshall College. Park Avenue Securities LLC 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, utilizing proprietary and third-party investment strategies across various account types.

Harold Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at NYLife Securities LLC, New York Life Insurance Company, Elevation LLC, and Olivetree Financial, LLC. Outside of advisory work, he is an investor in Green Key Partners, LP, which focuses on event-driven investment opportunities and token staking. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Sarama is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 19 years of industry experience. He has worked at Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC since 2017, with prior roles at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Sarama also owns The Baker Sarama Wealth Management Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pensions, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Jenny D Daly is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2017, following prior positions at Bank of America and Merrill. Daly is based in Hackensack, NJ. 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 diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs with a mix of in-house and third-party portfolio management.

Conner Decker is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. Prior to his current role, he worked at Park Avenue Securities and Guardian Life Insurance Company. He is also involved in a family-owned business selling snack products. Guardian Life’s affiliated firm, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

David Aranowitz is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and no prior industry experience. His background includes diverse roles across education, development, and technology sectors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across multiple asset classes.

Mark Szwagulinski is a financial advisor at TD Private Client Wealth LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TDPCW, he worked at E*TRADE Capital Management LLC and Morgan Stanley. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Matthew Amelio is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 13 years of industry experience and has held roles at Nexus Wealth Strategies LLC, M.R.A. Financial Group LLC, NYLife Securities LLC, and New York Life Insurance Company. He also operates his own firms offering New York Life products and brokering insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Ryan Casey is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has previously worked at Simon Quick Advisors, LLC, Longbridge Financial, LLC, and Park Avenue Securities. Casey’s background also includes roles outside finance, such as positions at Bottle King and Acme Markets. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using model portfolios from internal and third-party managers.

Jimmy Brey is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2014, with additional experience at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, security pricing, and activities as a swap dealer and futures commission merchant.

Haorong Huang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2013. Huang holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing a range of discretionary and non-discretionary portfolio solutions.

Susan Gullotta is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2022. Her prior experience includes roles at Westchester Financial Advisors, NFP Advisor Services, LLC, and Berkowitz, Herkert & Associates, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources while offering a range of customizable investment program structures.

Ronald Berkowitz is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Commonwealth in 2022, he worked at Kestra Advisory Services and Kestra Investment Services for 19 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Owen Gold is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc., Morgan Stanley, and involvement in the hospitality sector with South Kitchen + Bar and Mission Taco. Owen has also held teaching positions at the University of Georgia and Long Island University. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Pablo Luna is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Gerald Spitzer is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Outside of advising, he serves as a board member for NAMI NYC, a nonprofit focused on mental illness, and holds advisory roles related to employee ownership initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ diverse investment strategies and offers both discretionary and non-discretionary account management through various platforms and sub-advisers.