Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. 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 a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Nina Dinicuolo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Citigroup since 2021. Her prior experience includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Erin Hoffman is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. She has held concurrent roles at Guardian Life Insurance Company since 2017 and Park Avenue Securities since 2020. Outside of her advisory work, she serves as vice chair and board member of the New Jersey National Women in Roofing Council and is involved with nonprofit boards including Eminae Network and Spry Forward, as well as running a consulting business focused on networking and personal brand development. Park Avenue Securities LLC 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 models and third-party managers, supporting both discretionary and non-discretionary accounts across various asset types.

Matthew Foster is a CFP® professional with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive enhanced open architecture framework.

Heather Philip is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior work experience includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, NA. Outside of finance, she is a yoga instructor with YogaSpace 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 services, operating with a private advisor model and an integrated investment platform that includes portfolio management, third-party manager access, and alternative investment placement.

James Dunphy IV is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Citigroup since 2018, JPMorgan Securities LLC since 2013, and previous positions at Pier 701 and La Terrazza. 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 with both discretionary and non-discretionary programs, maintaining large institutional scale alongside unique market roles and arrangements.

Keith Cox is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 27 years of industry experience. He has worked at PlanMember since 2010 and also has a long-standing role with Scarborough Alliance Corp. Outside of his advisory duties, he manages a town park and beach in Carmel, New York. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management for many plans alongside participant-level investment options and educational support. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, serving its clients through both broker-dealer and investment advisory registrations.

Josip Antolos is a Series 66-registered financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports large-scale, complex market roles and arrangements.

Dylan Roche is a CFP® with nine years of experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2017. In addition to his advisory role, he is an audiobook narrator and joint podcast host for fiction short stories. He has also been involved with B2BGateway.net since 2016. Voya Financial Advisors, Inc. serves a broad range of clients including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple advisory programs with a focus on non-discretionary recommendations.

James Rie is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. His prior roles include positions at Manning & Napier Investor Services and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and advisory investment services focused on asset allocation, contribution guidance, and retirement planning. The firm’s approach leverages Morningstar Investment Management’s proprietary software and model portfolios to support both discretionary and non-discretionary investment strategies.

Eric Abramson is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1999 and has worked concurrently with Guardian Life Insurance Company of America since 1993. Abramson serves as vice president of the Greater New Jersey Estate Planning Council, is involved in a management partnership arranging speaking engagements on non-financial topics, owns thoroughbred racehorses, and sits on the Board of Trustees for the CarePlus NJ Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering brokerage and advisory services to a diverse client base including individuals, high-net-worth investors, charities, and corporations. The firm provides a variety of investment programs, financial planning, and consulting services, utilizing proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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 financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities, Guardian Life Insurance Company, 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 retirement consulting 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 at Oppenheimer & Co., Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2020, following six years at Ameriprise Financial Services, Inc. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and financial planning. The firm employs diverse investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 31, 2025.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as President of Freed Management Group Inc., a business focused on insurance sales and administration since 1994. Additionally, he is a Limited Partner-Consultant with ABHC Property Group LLC, involved in commercial real estate management. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a variety of investment strategies and affiliated representatives.

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® professional with 39 years of experience in the financial industry. She has worked at Oppenheimer since 2016, following prior roles at Bank of America and Merrill Lynch. Outside of her advisory role, she is a co-trustee of a family trust holding real estate in Colorado. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.