Elizabeth Dow is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as running her own independent practice. 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 investors. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody solutions through a technology-driven platform.

Christine Telesco is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include six years at Silver Leaf Partners and current positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Lawrence Scharf is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining Steward Partners in 2026, he spent ten years at Raymond James and Associates. He is president of LS Holdings, LLC and Red Roses LLC, overseeing investment and management activities for both entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Adam Rude is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2017, and has been associated with LPL Financial, LLC since 2004. He is involved in the operation of Lob Planning Group, a firm that provides insurance services including permanent life, long-term care, and disability insurance. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, providing both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.

Bruce Lombardi is a financial advisor with Rockefeller Capital Management, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. He has been with Rockefeller Financial LLC and Rockefeller Capital Management since 2011. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing comprehensive wealth management and investment services.

Nancy Fischer is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance since 2021. Her prior experience includes roles at Royal Alliance and Private Portfolio Partners, where she served from 2003 to 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Before joining Oppenheimer in 2025, he held various positions outside the financial sector, including roles at Laguna Beach Sober Living and Southern California Recovery Centers. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Michael Savage is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its institutional scale and specialized market roles.

Edmund Unneland is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2022, he was self-employed for one year and spent 26 years at Loews Corporation. Outside of his advisory role, he owns multiple rental properties that he manages alongside his professional responsibilities. 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 both discretionary and non-discretionary approaches and supports large-scale institutional operations alongside specialty market roles.

Sean Hillegass is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at EmblemHealth, Network Doctor, Equitable Advisors, and AxA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of investment vehicles including mutual funds, ETFs, and alternative investments.

William Galvin Jr. is a CFP® with 26 years of industry experience, currently serving with Hightower Advisors since 2024. His prior roles include lengthy tenures at CMG Financial Planning Ltd and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles. The firm also manages large pooled and institutional mandates, with capabilities in international exposure and customized portfolio construction.

Peter Marsigliano is a Series 66-licensed advisor at Independent Financial Partners with one year of industry experience. His prior work includes roles at First Rise Investments, IFP Securities, and FedEx, as well as academic involvement at the University of Connecticut. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers a decentralized advisory model with capabilities in retirement-plan advisory, pension consulting, and trustee services.

Lidia Velazquez is a CFP® professional with 21 years of experience in the financial industry. She has been with Citigroup Global Markets since 2012, where she holds multiple securities licenses including Series 63, 65, and 66. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, clearing, and derivatives services.

Brandon Ulloa is a financial advisor with Lincoln Investment in Tarrytown, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Spartan Capital Securities, Bank of America, Merrill, and other financial and academic institutions. Outside of his advisory work, he owns Kachi Entertainment & Productions, Inc., an entertainment company focused on DJing and organizing private events. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and tactical investment approaches across advisor-managed and firm-managed model portfolios.

Nelson Ehinger Jr. is a CFP® professional with 39 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at Fairfield County Bancorp since 2004 and with infinex Investments, Inc. since 1999. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both discretionary and predominantly non-discretionary asset management, utilizing a mix of fundamental and technical analysis and third-party due diligence.

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.

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.