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.

Joseph Prendergast is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current roles at Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2025. Prior to this, he spent two years at Certified Financial Services and has academic experience at Montclair State University and New Milford High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning, brokerage, and advisory services.

David Scher is a CFP® and ChFC® with 24 years of experience in financial advisory services, currently with Kestra Advisory since 2016. He has also been involved with Kestra Investment Services, LLC and Applied High Voltage, LLC. Scher holds a board position as an observer with the Ridgewood AM Rotary Club, which supports local scholarships and community charities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Yanelys Benham is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

John Rapport is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds the CFP® certification and Series 66 license. His prior roles include positions at Bank of America and Merrill Lynch. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Philip Sandt is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has been with Janney since 2001. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Peter Christian Della Volpe is a financial advisor with Primerica Advisors, holding a Series 66 designation and possessing one year of experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he spent several years in education at Bridgewater-Raritan Middle and High Schools and Franklin and Marshall College. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Harold Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at NYLife Securities LLC, New York Life Insurance Company, Elevation LLC, and Olivetree Financial, LLC. Outside of advisory work, he is an investor in Green Key Partners, LP, which focuses on event-driven investment opportunities and token staking. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Sarama is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 19 years of industry experience. He has worked at Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC since 2017, with prior roles at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Sarama also owns The Baker Sarama Wealth Management Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pensions, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Jenny D Daly is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2017, following prior positions at Bank of America and Merrill. Daly is based in Hackensack, NJ. 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, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs with a mix of in-house and third-party portfolio management.

Mark Szwagulinski is a financial advisor at TD Private Client Wealth LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TDPCW, he worked at E*TRADE Capital Management LLC and Morgan Stanley. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Jose Martinez Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley, TIAA-CREF, Harrisdirect LLC, and E*Trade Capital Management LLC. Outside of finance, he owns Jack Turner Watches LLC, a business engaged in online wrist watch sales. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services primarily for institutional and high‑net‑worth private clients. The firm emphasizes strategic and tactical asset allocation through a combination of affiliated and third‑party sub‑managers.

Michael Green is a CFP® with 22 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Wechter Feldman Wealth Management, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, private funds, and other vehicles.

Michael Saccardo is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his finance career, he is actively involved as a basketball and youth lacrosse official and serves as treasurer for a local basketball officials board. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and provides solutions that include discretionary and non-discretionary portfolios, alternative investments, and access to digital-asset products.

Matthew Amelio is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 13 years of industry experience and has held roles at Nexus Wealth Strategies LLC, M.R.A. Financial Group LLC, NYLife Securities LLC, and New York Life Insurance Company. He also operates his own firms offering New York Life products and brokering insurance products. 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 emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jimmy Brey is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2014, with additional experience at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, security pricing, and activities as a swap dealer and futures commission merchant.

Owen Gold is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Raymond James & Associates Inc., Morgan Stanley, and involvement in the hospitality sector with South Kitchen + Bar and Mission Taco. Owen has also held teaching positions at the University of Georgia and Long Island University. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party portfolio management solutions.

Pablo Luna is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Gerald Spitzer is a financial advisor at Sanctuary Advisors, LLC with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 10 years. Outside of advising, he serves as a board member for NAMI NYC, a nonprofit focused on mental illness, and holds advisory roles related to employee ownership initiatives. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who employ diverse investment strategies and offers both discretionary and non-discretionary account management through various platforms and sub-advisers.

James Moore is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and was previously with Primerica Advisors and Guardian Life Insurance Co of America from 2015 to 2018. Outside of his advisory work, Moore serves as a trustee for the Hillsborough Jr Raiders Sports and is a board member of the Somerset County 200 Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm utilizes proprietary model portfolios, third-party strategists, and a digital advice solution to manage accounts on a discretionary or non-discretionary basis, supporting a range of investment products and lending solutions.