Matthew Alfonzetti is a financial advisor at Farther with seven years of industry experience. He holds the Series 66 designation and has previously worked at Truvium Capital and Truvium Financial. Outside of his advisory role, Alfonzetti is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory–based approach, using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and select independent managers.

Rita Ciero is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets, Inc. since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and is notable for its combination of large institutional scale and specialized market roles.

John Fitzsimons IV is a financial advisor at Carson Wealth with one year of industry experience. He holds a Series 65 designation and has a background that includes working at Oliver Wyman and serving in the US Army National Guard since 2003. Fitzsimons is also the owner of Anabasis, Inc., a consulting business. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and offers customized investment solutions.

Daniel Steinberg is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY, and has one year of industry experience. He has worked with Commonwealth and affiliated firms since 2025. Outside of his advisory role, he is a partial owner and manager of a family LLC that serves as an investment ownership vehicle, where he reviews tax filings and facilitates payments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

O. Beringer is a financial advisor at Janney Montgomery Scott with three years of industry experience. They hold a Series 66 designation and have worked previously in roles at Convergent 3D, Keystone Fireworks, Stamford Yacht Club, and Darien YMCA. Janney Montgomery Scott is a nationally registered broker-dealer and 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, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Richard Hassan is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates from 2016 to 2022. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Thurman Ransom is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and over 31 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as an independent insurance agent involved in the sale of fixed insurance products and is a vice president and partner in a billing and loan-related S-corporation. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to provide tailored investment recommendations through a broad network of advisors.

Stephen Polizzi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Neuberger Berman and Mass Mutual Life Insurance Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market offerings.

Paul Kupchok is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 registrations. He has 25 years of industry experience, including prior roles at LPL Financial, LLC and Reby Advisors, LLC. 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 and uses a combination of proprietary and third-party investment strategies and technology platforms.

Angelo Petito Jr. is a financial advisor with Money Concepts Capital Corp in Chester, NY, holding a Series 63 designation and over 33 years of industry experience. He has worked at Money Concepts Capital Corp since 2003 and has prior experience with McCall Abstract Corp. and Bears Stearns and Company. Outside of his advisory role, he owns Hudson Valley Accounting, Inc., a tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, third-party sub-advisers, and ongoing financial planning to serve its approximately 14,700 clients.

John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Benton is a financial advisor with Rockefeller Financial LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Rockefeller Capital Management, he worked at Morgan Stanley and Harley Capital. Benton’s background also includes community involvement through roles at the Wakeman Boys and Girls Club and local schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer platform and provides a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Douglas Strahle is a Series 66-registered financial advisor with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities and has prior experience at LPL Enterprise, Pruco Securities, and New York Life affiliates. Outside of finance, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and institutions. The firm offers both advisor-led discretionary and model-based investment strategies, supported by proprietary programs and third-party platforms.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2012. He serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. 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 with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios using strategic asset allocation, manager selection, and periodic portfolio reviews.

Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes positions at Northwestern Mutual Wealth Management Company, National Financial Network, and Prudential. Outside of his advisory role, he holds a minority ownership interest in Lord Hobo Brewery. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments.

Cody Sikorski is a financial advisor at Principal Financial Services with CFA® and Series 66 credentials and two years of industry experience. He previously worked at Interactive Brokers Group from 2015 to 2023. Sikorski also serves as a consultant for FINPPASS Financial Stewardship, assisting in the creation and implementation of investment portfolios. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

John Horton Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc and JPMorgan Chase Bank from 2009 to 2019, as well as previous stints at Rockefeller Financial and Rock & Co LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

George Harrington is a Series 65-licensed financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at Personal Capital Advisors for four years before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Maria Pagano is a Series 63 licensed advisor with Planmember Securities Corporation, where she has worked since 2010. She has 13 years of industry experience. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Paul Bello Jr. is a financial advisor with TIAA-CREF in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities between 2013 and 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and corporate clients. The firm separates its planning services from discretionary portfolio management and serves as adviser to a donor-advised fund.