Shaun Flegal is a CFA® charterholder with 14 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, Inc. in New York, NY, having previously worked at Morgan Stanley Smith Barney LLC for 10 years and Merrill for two years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to offer tailored recommendations without exercising discretionary trading authority.

Joseph Gonzalez is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2025, he worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A., and taught at Lehman College from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains unique market roles such as a security-based swap dealer and futures commission merchant.

Robert Zigmond is a financial advisor at PNC Wealth Management with six years of industry experience. He has held positions within various divisions of PNC since 2018 and previously worked at The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithm-driven risk assessments and approved investment strategies.

Andrew Galimi is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a co-owner of 23 Suburban Avenue LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs through discretionary and non-discretionary approaches. The firm operates with large institutional scale, providing a range of advisory, execution, and custody services, including derivatives and futures trading.

Bradley Cammett is a CFP® with five years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Fidelity Investments and Safran Aerospace Composites, as well as work tied to Bentley University and Market Basket. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, emphasizing manager selection and multi-manager solutions through affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and operational features catering to complex investment needs.

John Marcel is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and Series 63 designations and bringing 48 years of industry experience. He has worked at Guardian Life since 1997 and with Park Avenue Securities since 2007. Outside of his advisory role, he is co-executor of a family estate and is involved with Madison Park Consultants, Inc., which places insurance products beyond those offered by Guardian. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions through a combination of discretionary management, model-based strategies, and digital platforms.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Samuel Katz is a CFP® and CPA with 32 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013 across several roles. Outside of his advisory work, Katz provides tax and accounting services for individuals, businesses, partnerships, and trusts, and serves as a trustee for a family life insurance trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, digital advisory solutions, and integrated lending options, tailoring client relationships to meet diverse financial planning and consulting needs.

Kyle Codey is a CFP® professional with eight years of industry experience, currently with Oppenheimer & Co. Inc. He has previously worked at firms including Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 14 years of industry experience. His prior work includes roles at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas, spanning from 2003 to 2021. He is also involved with JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s advisory model is fiduciary-based and utilizes technology platforms and third-party managers to tailor investment solutions.

Michael Klotz is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® certification and Series 63 and 65 licenses. He has 31 years of industry experience, including long-term roles at Guardian Life and Park Avenue Securities since 2006, as well as First Level Capital since 2002. Outside of his advisory work, he is involved in collectibles sales on eBay. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary and third-party platforms.

Matthew Spergel is a Series 66-licensed financial advisor with Guardian Life, based in Rye Brook, NY, and has six years of industry experience. He previously worked at Kaufman Borgeest & Ryan LLP for 12 years and currently serves as Co-Treasurer of the Naramake PTA. Additionally, he refers personal injury plaintiffs to law firms as part of his legal activities. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

James Venetos is a financial advisor at Rockefeller Financial LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Kiet Hua is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Eagle Strategies since 2016 and also works with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

Liam King is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, Webster Bank, and Axa Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Lawrence Wilkes is a financial advisor at Oppenheimer with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. Wilkes serves as a trustee of Temple Shalom and manages personal and family trusts. 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 broad range of investment and consulting services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary account management.

Jessica Kwon Kapadia is a financial advisor with Eagle Strategies (NY Life) and holds Series 66 and Series 63 licenses. She has four years of industry experience and has been associated with New York Life Insurance Co since 2012. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

George Papanicolaou is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in managing a family LLC focused on commercial real estate ownership. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients access to proprietary and third-party advisory solutions along with integrated lending and insurance products.

Michael Buonassisi is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has 12 years of industry experience, including roles at Altium Wealth Management LLC and Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of entities. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Douglas Royce is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. His career includes roles at Simplicity Investments, Purshe Kaplan Sterling Investments, and Prudential Insurance Company of America, among others. He holds Series 63 and Series 65 credentials and operates the Douglas Royce Advisory Group, LLC, where he provides personal and commercial insurance services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and fiduciary management, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with additional offerings like its direct-to-consumer digital program, Starlight Portfolios.