Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. Outside of his advisory role, he is the owner of Questar Stabinski LLC, an investment advisory business. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and employs a range of investment philosophies supported by sub-advisors and third-party platforms.

Gordon Williams is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Quasar Distributors, LLC and Otter Creek Advisors, LLC. 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. The firm combines large institutional scale with unique market roles, providing a range of advisory, execution, and custody services.

Benjamin Ehrlich is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Pamela Mellor is a Series 66-licensed financial advisor with Primerica Advisors, based in Paramus, NJ, and has 21 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities serves a diverse retail client base, 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 including lending and donor-advised funds.

Joseph Cain is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent 20 years with American Portfolios Financial Services, Inc. Outside of advising, he operates a tax preparation business as an enrolled agent and manages the website SideGig.com. Osaic Advisory Services serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models, utilizing both proprietary and third-party platforms.

Adam Nalewajek is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, Prosperian Wealth Management, and Altium Wealth Management. Adam has been with Hightower Advisors since 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of affiliated and third-party managers along with proprietary research and multi-manager solutions.

Elliott Waller is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Levin Capital Strategies for twelve years. 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 with internal oversight and maintains unique market roles including swap dealing and futures commission merchant activities.

Keith Gardner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 20 years of industry experience. His career includes roles at Charles Schwab and Co., Inc., TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. He is currently based in White Plains, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, access to mutual funds, ETFs, separately managed accounts, and financial planning support. The firm utilizes a combination of affiliated and third-party managers within its strategic and tactical asset allocation portfolios.

Laura Medigovich is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Janney Montgomery Scott since 2019, following 11 years at M&T Bank and M&T Securities. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joel Talish is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of the Development Committee for the public charter middle school School in the Square in New York City. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles, with a focus on portfolio construction and risk management.

Gregory Galef is a CFP® with over 23 years of experience in the financial services industry, currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets.

Antonio Morel is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Financial Services and LPL Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates rather than short-term forecasts.

Richard Flahive is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hightower Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-manager approach utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Carlos Villar is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Sterling National Bank. Villar is based in Ossining, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and integrates both discretionary and non-discretionary approaches.

Brian Carenza is a financial advisor at Brookstone Capital Management LLC with the designations ChFC® and Series 63, and three years of industry experience. He has worked at Brookstone since 2022 and has held roles at Advisors Elite Financial, First Ameritas Life Insurance Corp. of New York, and DiPaola Financial Group since 2008. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Adam Rolewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2001. Outside of his advisory role, he is involved with The Opus Foundation, which raises funds for local charitable organizations through events like golf outings and wine tastings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party managed portfolios.

Marc Mirabella is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and Park Avenue Securities since 2009. Outside of his advisory work, he serves as a volunteer firefighter with the Elmsford Fire Department. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Ryan Cron is a Series 66-licensed financial advisor with Primerica Advisors, based in Paramus, NJ, and has three years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Certified Financial Services. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base through a range of brokerage and advisory services, offering multiple proprietary and third-party investment programs and account-level financial solutions.

Christine Hyla is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at CMG, Equitable Advisors, and AXA Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers across various investment vehicles and strategies.