Ronald Wexler is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Oppenheimer from 2010 to 2017 before joining The Pinnacle Financial Group and LPL Financial in 2017. The Pinnacle Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis across various instruments and manages accounts primarily on a discretionary basis, with some advisors also registered with LPL Financial to offer broker-dealer products.

Roger Paradiso is a financial advisor at O'Shaughnessy Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at firms including Franklin Managed Options Strategies LLC, Fiduciary Trust Company International, Legg Mason & Co., and ClearBridge Investments. Paradiso serves as Chairman Emeritus on the Board of Governors of the Money Management Institute and is a board member of the Morgan Stanley Donor Advised Fund. O'Shaughnessy Asset Management is a quantitative, institutional discretionary investment manager serving individual investors, financial advisers, and institutional clients such as mutual funds, foundations, and retirement plans. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisers alongside sub-advisory and ETF management services.

Jeffrey Higgs is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is affiliated with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, and has worked at Sterling Monroe Securities, LLC since 2008. Outside of his advisory roles, he serves on the board of Wolfeboro School and is involved in insurance product sales and administration. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm employs an advisor-driven investment process that integrates strategic asset allocation with fundamental and technical analysis across various securities.

Diana Palmieri is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt since 2013, as well as at Grove Point Investments LLC for multiple years. Vanderbilt Advisory Services serves a diverse client base including high-net-worth individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis and offers a range of portfolio management and financial planning services.

Joseph Giroux is a financial advisor at O'Shaughnessy Asset Management, LLC with two years of industry experience. He holds a Series 65 credential and has been with O'Shaughnessy since 2023, having previously worked at Franklin Templeton. O'Shaughnessy Asset Management is a quantitative institutional discretionary investment manager serving individual investors, financial advisers, and various institutional clients. The firm employs a systematic, model-driven investment process and offers a customizable platform for advisors, managing a broad range of equity portfolios and related strategies.

Timothy Murray is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes over a decade at Commerce One Financial before joining Guardian Life and Park Avenue Securities. Outside of his advisory role, he is active as a musician in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

Paola Manganiello is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA in various capacities since 2013. Outside of her financial career, she has worked as a waitress at Arturo's Restaurant since 1999. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its planning services from ongoing account management and serves as adviser to a donor-advised fund within a vertically integrated group.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott. 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

John Meskunas is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 66 designation and previously worked at Ferrari PF Palm Beach for three years before joining Oppenheimer in 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Dianne Dittmar is a financial advisor with Equity Services, Inc., holding a Series 63 license and 36 years of industry experience. She has been with Equity Services since 2012 and also has a concurrent role at National Life. Outside of her advisory work, Dianne is involved in insurance sales, including Medicare Advantage and supplement plans, as well as auto, home, commercial, and fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and combining primarily long-term strategies with options for shorter-term trading.

Stephen Falgoust is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 credential and has worked with Guardian Life and Northeast Financial Network. Outside of his advisory role, he also engages in independent insurance activities. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides 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 and offers access to proprietary programs, third-party solutions, and a digital advisory platform.

Stephan Coles is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 44 years of industry experience. Prior to joining VOYA in 2014, he worked at Charles W Cammack Associates, Inc. beginning in 1981. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed annuities and life insurance sales. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-enabled tools to implement recommendations, offering a mix of non-discretionary and discretionary account management through a large network of advisors.

Vanessa Aulestia is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Guardian Life Insurance, Park Avenue Securities, and Northeast Financial Network. Prior to her financial career, she spent six years at Chip n Dipped Chocolatier. 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 and provides a variety of financial planning and consulting services tailored to client needs.

John Ryan is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, Grant Thornton, Wheatley Hills, and Hofstra University. Park Avenue Securities, 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 a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Brian Buglino is a financial advisor with Equity Services, Inc. and holds the Series 63 designation. He has 31 years of industry experience and has worked with firms including National Life Group and MML Investors Services. In addition to his advisory role, he is an agent selling fixed insurance products through United Financial Alliance. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

James Giangrande is a CFP® professional with 24 years of industry experience, currently advising at Hightower Advisors since 2023. His prior experience includes roles at Mass Mutual Insurance Co. and Altium Wealth Management LLC. He conducts quarterly goal planning workshops and receives referral fees related to human resource software introductions to 401(k) clients. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, discretionary and non-discretionary portfolio management, and access to both affiliated and third-party investment managers.

Andrew Shull is a financial advisor at Voya Financial Advisors, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Voya since 2014. Outside of his advisory work, Shull coaches youth tee ball teams in the Lockport and Wilson Little League programs. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and third-party strategies, offering both discretionary and non-discretionary management through a broad platform of investment products.

Michael Caracappa Jr. is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Infinex Investments, Inc., Apple Bank for Savings, and CARA-CO Security Inc. Outside of his advisory role, he has been involved with CARA-CO Security Inc., a security system company. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and emphasizing decentralized account management.

Peter Lang is a financial advisor with Hightower Advisors in Rye, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles to address diverse client needs.

Angelo Buonomo is a financial advisor with Equity Services, Inc., holding a Series 66 designation and 15 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has operated his own CPA practice focused on personal income tax preparation since 2010. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios to combine long-term strategies with options for shorter-term trading.