Robert Palmieri is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2019. His prior experience includes roles at R.F.- Fulcrum Group and Untracht Early. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and operational features.

Jeffrey Stern is a Series 66-licensed financial advisor with four years of industry experience, currently with Primerica Advisors. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2021. Outside of his advisory role, Stern serves as treasurer for a consumer energy cooperative and is involved with the New York State Society of CPAs. Park Avenue Securities LLC serves a broad retail client base, including individual investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

John Joyce is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has 17 years of industry experience, including prior roles at Morgan Stanley and Curve Asset Management. Joyce is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities, operating as Park Avenue® Wealth Management, 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 utilizing proprietary and third-party models.

Jeffrey Hoelderlin is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including roles at Charles Schwab and TD Ameritrade. He is currently based in Stamford, CT. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities, using Schwab’s proprietary asset allocation models and research tools.

Bryan Mcbeth is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life and Nylife Securities Inc dating back to 2002. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Joseph Cortese is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Creative Planning in 2016, he worked at Northcoast Asset Management and Quasar Distributors, LLC from 2014 to 2016. Outside of his advisory role, he is involved with Slacktide Real Estate LLC as a landlord. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by various active and passive techniques, while managing approximately $295.6 billion in assets across more than 1,100 advisors.

Justin King is a financial advisor with Oppenheimer, holding a Series 66 designation and 19 years of industry experience. He has been with Oppenheimer since 2007. 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 wide range of programs and advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Loredana Denardo is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley and New York Life Insurance Co. She is also a Notary Public since 2007. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brandon Buhay is a financial advisor at CWM, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Gold Family Wealth, Gitterman Wealth Management, Vanderbilt Securities, WBI Investments, and Millington Securities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios, blending fundamental and technical analysis with third-party sub-advisors and customization tools, and offers a range of retirement plan services supported by ongoing fiduciary processes.

Michael Ballestrini is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney for over a decade, including his current tenure since 2021. 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, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house portfolio management and third-party managers.

David Siegel is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at Guardian Life and Altium Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Daniel Goggin is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, he serves on the Board of Directors of The Stanwich Club in Greenwich, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Jeffrey Querido is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017, following a prior role at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he is an owner and manager of a single-family rental property. 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 employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based investment strategies.

Charlotte Philips is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her career includes positions at JPMorgan Securities, JPMorgan Chase Bank, LPL Financial, M&T Securities, M&T Bank, Merrill, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Christopher North is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Creative Planning since 2012. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process with low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Joseph McBride is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James Hunter is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior work includes roles at Fairfield County Bank and MassMutual, spanning over three decades. Outside of advisory work, he is involved in an insurance brokerage business focusing on individual and group life and health insurance. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Conor Ryan is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Hightower Advisors and has previously worked at Highmount Capital, LLC for 20 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Erik Mathieson is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with Steward Partners and its related entities since 2014 and worked previously with Raymond James Financial Services. Mathieson also acts as an insurance agent for Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of advisory, planning, and managed account services.

Tracy Gravius is a CFP® professional with 15 years of industry experience, currently affiliated with Rockefeller Financial LLC. She has held positions at Rockefeller & Co and BNY Mellon, N.A., and was involved with Preganista LLC from 2014 to 2020. Additionally, she is a distributor and brand partner with Young Living Essential Oils, focusing on educating and selling essential oil products. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services and operates as a registered broker-dealer, providing access to equities, fixed income, alternatives, and personalized managed account solutions through its consolidated investment platform.