Harrison Wall is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Advisors, Columbia Threadneedle Investments, Fidelity Investments, and ParsonsKellogg. 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 unique market roles, including functioning as a swap dealer and futures commission merchant.

William Tuck is a financial advisor with Independent Financial Partners in Stamford, CT, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and American Portfolios Financial Services Inc. Outside of advising, he has worked at Burning Tree Country Club and other non-financial firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and provides both individual and institutional clients with a range of discretionary and non-discretionary management options, including formal retirement-plan advisory and pension consulting services.

Shawn Okula is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has been with Janney since 2018, following two years at Long Island Power Solutions. Outside of his advisory work, he is involved with HB&O Properties, LLC, managing real estate rental properties. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and offers a variety of brokerage, financial planning, and advisory services.

Isa Abdur Rahman is a financial advisor with Guardian Life and holds a Series 66 designation. Though new to the industry, he has prior experience at Guardian Life Insurance Company and Park Avenue Securities, and previously worked with Row New York Inc. and Port Rowing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combines advisor-led discretionary management with model-based strategies, providing tailored client relationships and a range of financial planning and consulting solutions.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Steven Silber is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at LPL Financial for 17 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research and unique market roles, providing a broad range of advisory and execution services.

Victoria Zachary is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has worked with Voya since 2019. Zachary is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of in-house and third-party strategies, supported by technology-enabled tools and a dual registration as an SEC-registered investment adviser and FINRA-member broker-dealer.

Stacy Pierre Louis is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 65 designations and with seven years of industry experience. She currently serves as SVP of Financial Strategies and has worked with Eagle Strategies and affiliated entities since 2018. Her prior work includes roles in media with News 12 and AMI. Additionally, she operates under the DBA SVP Financial Strategies to sell New York Life products and broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, serving a diverse range of clients including defined contribution and benefit plans, corporate, and charitable entities.

Valerie Giannotti is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with two years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including National Life Group, LPL Enterprise, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved as an insurance agent with Wealthbridge Financial. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Francesco Livoti is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and two years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company, where he has worked since 2018. Livoti is active in local business communities, serving on the Huntington Township Chamber of Commerce board and participating in the Huntington Chamber of Commerce Young Professionals Committee. 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 offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Chase Nelson is a Series 66-credentialed financial advisor with seven years of industry experience, currently with TIAA-CREF. His prior roles include positions at Strategic Advisers LLC, Fidelity, Merrill, and T. Rowe Price. Outside of advising, he works as a luxury concierge attendant with Maverick Concierge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized investment options.

Kelly James is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Principal Life Insurance Company and Principal Securities, Inc. in 2026, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2023 to 2026, and at PRUCO Securities, LLC and Prudential Insurance Company of America from 2021 to 2023. He was also self-employed for ten years before entering the advisory industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various institutional clients. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lawrence Heller is a CFP® professional at Savant Wealth Management with 11 years of industry experience. He previously led Total Management Group Inc dba Heller Wealth Management for 23 years. Outside of advisory services, he is the president and owner of L&B Agency, an insurance brokerage and life insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated entities providing accounting, legal, and trust services.

Leonard Cohen is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Guardian Life and its affiliates since 2010 and is also active in disability insurance through Metro DI. He is affiliated with Park Avenue Securities LLC, a Guardian Life subsidiary that provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Richard Silvia is a financial advisor with Oppenheimer, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 and Wells Fargo Clearing from 2016 to 2017. Outside of his advisory role, he serves as president of the Executive Business Association, a networking group in Long Island, New York. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and personalized consulting and retirement planning.

Nicholas Minter is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC and Tuttle Capital Management LLC, where he served as Vice President involved in client-facing operational, transfer, and marketing support. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a network of advisors, utilizing both affiliated and unaffiliated investment products with a focus on structured client relationships and technology-enabled investment tools.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

Jack Fiorillo is a financial advisor with Guardian Life holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, New York Life Insurance Company, and NY LIFE Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, incorporating proprietary and third-party platforms, and provides tailored client relationships that may include financial planning, consulting, and access to insurance products and alternative investments.

Robert Cogliati II is a financial advisor with Commonwealth Financial Network holding a Series 65 designation and four years of industry experience. He has been involved in accounting and financial services through C & C Planning Services, Inc., R.P. Cogliati, CPA, PC, and Caminiti & Cogliati, CPAs, LLP since 2000. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers extensive operational, trading, technology, and compliance support while enabling advisors to construct client portfolios from diverse securities and insurance products.

Sam Kaplan is a Series 65-licensed advisor with Kestra Advisory and has three years of industry experience. He is also the president of Sam H. Kaplan Management Consultants, an accounting consulting firm he has led since 2014. Prior to joining Kestra Advisory in 2023, Kaplan managed his consulting business starting in 2013. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including large plan sponsors. The firm offers a range of services such as fiduciary consulting, vendor benchmarking, plan design, and discretionary investment management, serving a diverse client base that includes sovereign wealth funds.