Jennifer Schnalzer is a financial advisor with Hightower Advisors and holds a Series 66 designation. She has 10 years of experience in the industry, including roles at CMG Financial Planning Ltd, Equitable Advisors, LLC, and Wells Fargo Clearing. Schnalzer serves as a board member for the Academy of Finance High School Program and participates in a professional community focused on value for divorcing clients through the National Association for Divorced Professionals. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering a range of portfolio management and consulting services tailored to various investment needs.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Philip Diperna is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation. Outside of his advisory role, he serves as a representative administrator for Kor Materials Direct, LLC, a wholesale business operated by his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers a range of discretionary and non-discretionary investment solutions.

Mi Kim is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her career includes roles at Eagle Strategies since 2022, NYLIFE Securities since 2018, and New York Life Insurance since 2017. She is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Andrea Rosenberg is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Her prior work includes roles at Raymond James and Vail Resorts. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house portfolio management and third-party managers across multiple wrap programs and model portfolios.

Jason Fink is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities since 2024 and previously from 2014 to 2017, and has been affiliated with Guardian Life Insurance since 2012. Outside of his advisory role, he serves as Co-Chairman of a church golf outing, organizing activities and sponsorships. 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 both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various account types and supports additional financial planning and consulting solutions.

Jan Landi is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that address their short-, mid-, and long-term goals. Jan offers guidance on a range of topics including investing, retirement planning, and managing unexpected financial needs. Additionally, she coordinates with specialists from Bank of America to provide clients with comprehensive banking, credit, home financing, and small business solutions. Originally from Brazil, Jan relocated to the United States in 2007 to advance her career in financial markets. She holds a Bachelor's Degree from Pontifical Catholic University and has earned the Personal Investment Advisor (PIA) designation. Since 2015, she and her family have lived in Leonia, New Jersey. Jan's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. She is fluent in Portuguese and English. Outside of work, Jan enjoys music, spending time with her family, and watching movies.

Jeffrey Ward is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account features such as securities-based lending and tax-harvesting.

Robert Bigley is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. In addition to his advisory role, he assists with insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and a client-directed implementation model. The firm manages a majority of client assets on a non-discretionary basis and provides a range of financial planning and consulting services.

Moises Saladin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Bronx, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Margaret Slattery is a financial advisor at Oppenheimer with 27 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed income strategies.

John Marshall is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2020, following a 13-year tenure at Stifel. He is also the president of 3 Sons Inc., a corporation formerly owning a wine and spirits store. Oppenheimer serves a wide range of clients, including individuals, corporations, and retirement plan fiduciaries, offering advisory and brokerage services with a focus on strategic asset allocation and manager selection. The firm acts as a qualified custodian and provides both discretionary and non-discretionary investment management programs.

Gideon Cohn is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. He has also been affiliated with Highbridge Financial Group and Republic Airways since 2014. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside access to model portfolios managed by its Investment Management and Research team.

Silvia Silver is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at RBC Capital Markets and City National Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Adam Kozak is a CFP® professional with 14 years of industry experience, currently serving as an advisor at SPC since 2014. He has been involved with Sigma Financial Corporation concurrently during this period. Outside of his advisory role, he acts as a trustee for a special needs trust established for his brother. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, offering both discretionary and nondiscretionary management tailored to client needs.

William Whelan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1999 and concurrently affiliated with The Guardian Life Insurance Company since 1995. Outside of his advisory role, he serves as a trustee of an irrevocable life insurance trust for his family. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across various account types.

Matthew Gilmore is a Series 66-licensed financial advisor with Private Advisor Group, LLC, where he has worked since 2016. He has 22 years of industry experience and also has been associated with LPL Financial during the same period. Outside of his advisory role, he is involved as a board member of a nonprofit organization focused on philanthropy. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and proprietary model portfolios supported by leading strategists, delivering solutions through a network of investment adviser representatives tailored to client objectives.

Noel Hodges is a financial advisor with Rockefeller Capital Management, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Rock & Co LLC, Rockefeller Financial LLC, Bank of America, NA, and Merrill. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services to a diverse client base.

Barrett Butlien is a CFP® professional with 31 years of industry experience, currently practicing at Commonwealth Financial Network and Westchester Financial Advisors since 2022. He previously spent 19 years at Marathon Financial Group, Kestra Advisory Services, and Kestra Investment Services. He is the owner of Marathon Advisory Group Inc. and co-owner of BHB Advisors, LLC, entities established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Craig Tull is a financial advisor with Planmember Securities Corporation in Irvington, NY, holding a Series 63 designation and 16 years of industry experience. He has been with Planmember Securities Corporation since 2014. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling.