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 Fetherston is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Bank of America, N.A. for 12 years and Merrill for 33 years. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Hite is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He also serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Royan Ramkissoon is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has been with Citigroup Global Markets since 2015 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Emily Minick is a CFP® and Series 66 holder with eight years of experience in the financial industry. She has worked at Creative Planning since 2023 and previously held roles at Bank of America, Merrill, and Boston Financial Data Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals while incorporating tax-loss harvesting and selective private market exposure.

Patrick O Gara is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience, working at both Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned 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 advisor-led discretionary management alongside model-based strategies, supported by proprietary programs and third-party platforms, delivering tailored client solutions including financial planning and ongoing consulting.

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.

Nicholas Liapunov is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and over 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1999. Outside of his advisory role, he is involved with Entourage Sports Management, supporting PGA and LPGA players with endorsement opportunities. Park Avenue Securities, 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 range of financial planning, advisory, and consulting solutions supported by proprietary and third-party platforms.

Philip Sabio is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including MassMutual, Equitable Advisors, and Cetera. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns through point-in-time financial plans and optional managed account solutions.

Robert Giuffrida is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and having 19 years of industry experience. His prior roles include positions with Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TDAmeritrade Inc. Outside of his financial advisory work, Giuffrida serves in the United States Coast Guard Auxiliary, where he supports boating safety, veterans, local charities, vessel safety checks, and environmental conservation. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party investment managers, offering portfolio management, financial planning, and custody services through a technology platform.

Christopher Ciani is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance since 2011. He also has a part-time role selling fixed insurance products through Crump Life Insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to insurance products and alternative investments.

Richard Sherwin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2019 and previously held roles at Pruco Securities LLC and Bloomberg Tradebook LLC. Outside of his advisory work, Sherwin serves as a Youth Lacrosse Commissioner and board member for Eastchester Blue Devils of NY, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and a range of integrated lending and business consulting tools.

Scott Lopresti is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, LPL Financial, and Ameritas Life Insurance among other firms. Lopresti is also the president and owner of Lodi Wealth Advisors, an insurance business, and serves as Chief Administrative Officer of Rectangle Health, a healthcare technology company. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, supporting multiple management platforms and third-party solutions.

Gail Simons is a CFP® professional with 35 years of experience in the financial services industry. She has been with Commonwealth Financial Network and Highbridge Financial Group, Inc. since 2003. Outside of her advisory roles, she is vice president and 50% owner of GMS Associates, Inc., a property tax consulting firm unrelated to investments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational and compliance support to affiliated advisors.

John Geraghty is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Rochdale Investment Management for 18 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Anthony Destefano is a financial advisor at Hightower Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower Advisors since 2023, following roles at Hightower Altium Holding LLC and Altium Wealth Management LLC. He is also the managing member of Altium Planning, LLC, which provides insurance services. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Kenneth Harper is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 credential and 23 years of industry experience. He has previously worked at LPL Financial, Invest Financial Corp., and Booth Financial Associates. Harper serves as a board member and bookkeeper for the Newtown Rotary Club Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.