James Rie is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TransAmerica Life Insurance Company and Transamerica Investors Securities Corporation since 2022. His prior experience includes roles at Valic Financial Advisors and Manning & Napier Investor Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance.

Clara Humphrey is a financial advisor at Hightower Advisors with five years of industry experience. Prior to joining Hightower in 2024, she worked at Equitable Advisors and TD Bank. Outside of her advisory role, she has performed clerical and ministerial duties with a financial advisor group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Trevor Mcnally is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked at both firms since 2020. Prior to that, he was employed at Bungee Capital Partners and Managed Care Advisory Group, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Michael Weinberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, he is a CPA who prepares various types of tax returns and also conducts insurance sales independently. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Evan Sall is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Citigroup in 2023, he worked for eight years at Signature Securities Group Corp./Signature Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Todd Rashkin is a financial advisor with GWN Securities Inc. in Yonkers, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at firms including Equitable Advisors, Axa Advisors, and Cetera Advisors. Outside of his advisory role, he serves as Vice President of Contemporary Employee Plans, Inc., a company specializing in group medical and employee benefits plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios across various investment strategies.

Jeremy Kosh is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Oppenheimer since 2020 and previously at Ameriprise Financial Services from 2014 to 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 45 years of industry experience. He has been associated with multiple Ameritas entities since 2018 and has managed his own firm, Freed Management Group Inc., since 1994. Outside of advisory services, Freed is involved in commercial real estate management as a limited partner consultant with ABHC Property Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Brennian Antell is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds a Series 65 credential and has previously worked at Altium Wealth Management LLC and Hightower Altium Holding, LLC. Outside of advisory work, he is involved in insurance advice and sales through Altium Planning, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s approach features multi-manager solutions and manager selection, offering access to both affiliated and third-party managers with a broad range of investment options.

Josette Greechan is a CFP® with 39 years of industry experience currently serving as a financial advisor at Oppenheimer since 2016. Her prior experience includes roles at Bank of America and Merrill Lynch, where she worked for 7 and 29 years respectively. Outside of her advisory work, she is a co-trustee of a family trust managing real estate properties in Colorado. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Christopher Richards is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, having worked at firms including Prudential Insurance Company of America, MassMutual, and New York Life prior to joining Guardian Life and its affiliate Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individual and institutional clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and provides model portfolios from in-house and third-party managers.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. before joining Rockefeller in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Steven Swistak is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Ameriprise, and RiverSource Distributors Inc. Outside of his advisory work, he is involved in Swistak Strength and Conditioning LLC, a fitness-related business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management across diverse investment products.

John Reece is a CFP®, CFA®, and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Williams Jones Wealth Management, LLC and Fisher Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

John Walzer III is a financial advisor with TIAA-CREF in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at TIAA-CREF since 2017 and previously at Strategic Advisers, Inc. and Fidelity Brokerage Services LLC. Walzer serves as a board member of the Eastchester Traffic and Parking Advisory Committee. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial plans and ongoing discretionary management, utilizing model portfolios and customized management under client-approved investment policies.

Peter Dorfman is a financial advisor with Steward Partners Investment Advisory, LLC based in Stamford, CT. He holds the Series 66 designation and has 28 years of industry experience, including tenures at UBS Financial Services Inc. and Merrill. Dorfman serves on the board of the Westport Police Foundation, a local community organization supporting the police department. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

John Gustafson is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates Gustafson Wealth Management as an owner. His background includes a long tenure at Fusion Financial Group beginning in 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and pooled plan solutions, with a platform supporting discretionary trading and third-party managed solutions.

Jeffrey Gambuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. 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 a range of proprietary and third-party investment strategies and programs.

Danny Arroyave is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work experience includes positions at Merrill, Bank of America, American Express, and several other organizations. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Fiona Jackman Ward is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, she worked at Prudential Insurance Company of America from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, derivatives services, and customized solutions for high-net-worth clients.