Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior roles include positions at Northwestern Mutual, National Financial Network, and Prudential. Outside of his advisory work, he holds a minority ownership in Lord Hobo Brewery. Park Avenue Securities, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs using a combination of proprietary and third-party models.

Cody Sikorski is a financial advisor at Principal Financial Services with CFA® and Series 66 credentials and two years of industry experience. He previously worked at Interactive Brokers Group from 2015 to 2023. Sikorski also serves as a consultant for FINPPASS Financial Stewardship, assisting in the creation and implementation of investment portfolios. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

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.

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 at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Park Avenue Securities and Guardian Life Insurance for over 15 years. Outside of his advisory role, he sells fixed insurance products through Crump Life Insurance. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types and investment strategies.

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.

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.

Maria Blessing is a financial advisor at Citigroup Global Markets with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including J.P. Morgan Securities, Muriel Siebert & Co., Inc., and Ameriprise Financial. 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, including in-house research and futures commission merchant services.

Jeffrey Sutton is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. in Tarrytown, NY. His prior roles include positions at Citigroup and Oppenheimer. He is a member of the State Street Investment Management Advisory Council, providing feedback on client challenges and product development. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a range of advisory options, including a digital advisory platform and managed accounts, while operating as a broker-dealer and insurance agency.

Matthew Gruseke is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bienville Capital Management, Keefe, Bruyette & Woods Inc, and Fieldpoint Private Securities LLC. His current role at Rockefeller began in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides a comprehensive investment platform through Rockefeller Global Investment Management, delivering customized solutions across equities, fixed income, and alternatives.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. His practice specializes in providing custom wealth management services, strategies, and advice for senior executives and families navigating significant life events and transitions. The group has been recognized on Barron's Top 50 Private Wealth Management Teams list and is known for advising clients on a range of areas including investment management, wealth transfer, credit, philanthropy, and family office services. Anthony's expertise includes concentrated wealth management and estate planning aimed at preserving wealth across generations while enhancing diversification. Anthony began his career with Merrill in 2007 and has earned multiple accolades, including being listed as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes from 2017 through 2023 and recognized among the Top 40 Advisors under 40 by Financial Planning Magazine in 2022 and 2023. He holds a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as an MBA in Management, both from Iona College. He also maintains the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. Outside of his professional work, Anthony is involved in his community as a member of the Iona University Alumni Board and has served on the Board of Trustees for John S. Burke Catholic High School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Declan Thall is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Pergola Haus and Egans and Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and employs various investment and planning methodologies but does not provide individual security recommendations as part of its standalone planning service.

Danny Dable is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, JP Morgan Chase, and Hudson Bay Capital. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.