Daniel Pace is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Pace is also licensed to conduct insurance business with companies other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of investment strategies through proprietary and third-party platforms.

George Vangelakos is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only pilot program for employees that implements approved model strategies using mutual funds and ETFs with algorithm-driven risk assessment.

Jessica Kwon Kapadia is a financial advisor at Eagle Strategies (NY Life) with Series 66 and Series 63 licenses and four years of industry experience. She has been with Eagle Strategies since 2024 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co, where she has been affiliated since 2012. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages a majority of its assets on a non-discretionary basis.

Jared Krim is a CFP® with five years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Bank of America, Merrill, Robert Half International, and Grant Thornton LLP. His work includes financial planning and managing investments, as well as involvement in retirement, estate, business, and insurance planning. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large institutional investors. The firm offers fiduciary consulting, plan design, employee education, and multiple management platforms, supporting both discretionary and non-discretionary services.

William Roerden is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2013, and has been with Park Avenue Securities since 2022. Roerden is also licensed to sell insurance products beyond Guardian offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets.

Carla Lanza is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Securities and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

George Papanicolaou is a financial advisor with Primerica Advisors holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods. Outside of his advisory role, he is involved in managing a family LLC focused on commercial real estate ownership. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

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 with TLG Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, having worked at firms including Simplicity Investments, Purshe Kaplan Sterling Investments, Summit Financial, Pruco Securities, and Prudential Insurance Company of America. He is also the owner and president of Douglas Royce Advisory Group, LLC, which provides personal and commercial insurance services. TLG Advisors serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors, offering investment supervisory services, portfolio management, and fiduciary services. The firm’s investment process emphasizes manager selection and monitoring with diversified portfolios and incorporates a direct-to-consumer digital program, Starlight Portfolios, that adjusts portfolios based on risk and market conditions.

Michael Ryan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 20 years of industry experience. Prior to joining Voya in 2026, he worked at MBSC Securities Corporation for 14 years and briefly at Ameriprise. VOYA Financial Advisors serves a diverse client base including individuals, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting through various program structures, primarily offering non-discretionary advice.

Kevin Coscarelli is a financial advisor at Lincoln Investment with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Lincoln Investment, he worked at Cadaret, Grant & Co., Inc. He is also involved in insurance sales through his ownership of KCMCSC LLC and partnership in Total Koverage LLC, focusing on professional and general liability insurance. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Leland Soffel is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and totaling 41 years of industry experience. He has worked at Steward Partners in various roles since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

John Galvin is a CFP® with 19 years of industry experience. He is currently with Hightower Advisors, joining in 2024, and previously worked at CMG Financial Planning Ltd, Equitable Advisors, and Axa Advisors, Llc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a model that emphasizes manager selection and multi-manager solutions. The firm supports both discretionary and non-discretionary strategies and integrates proprietary research and various investment vehicles in its offerings.

Enmanuel Perez Mendoza is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at TD Bank N.A. and positions in collegiate athletics and a retail business. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Robert Falk is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, Bank of America, and Merrill. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Ritu Bhayana is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She is also involved as a member in part-time real estate businesses, handling administrative duties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs through a variety of portfolio management solutions.

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Kashishian is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 1990 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Ruairi Oneill is a ChFC®-designated financial advisor with 12 years of industry experience, currently with TD Private Client Wealth LLC. His prior experience includes roles at Tapfin/EY and Ameriprise. He is based in Ramsey, NJ. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation and employs both affiliated and third-party sub-managers.

James Jedlicka is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Key Investment Services LLC, KeyBank, LPL Financial, Sterling National Bank, and JP Morgan. He has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and notable institutional capabilities, including derivatives and futures services.