Barrett Butlien is a CFP® professional with 31 years of industry experience, currently practicing at Commonwealth Financial Network and Westchester Financial Advisors since 2022. He previously spent 19 years at Marathon Financial Group, Kestra Advisory Services, and Kestra Investment Services. He is the owner of Marathon Advisory Group Inc. and co-owner of BHB Advisors, LLC, entities established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Marc Horowitz is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 10 years of industry experience. His prior work includes roles at National Life Group, Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. Outside of his advisory role, he is licensed to sell life, health, annuity, long-term care, and disability insurance through his business, Evolution Financial Group. Equity Services, Inc., doing business 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, utilizing third-party asset managers and model portfolios that primarily focus on long-term strategies alongside options for shorter-term trading.

Craig Tull is a financial advisor with Planmember Securities Corporation in Irvington, NY, holding a Series 63 designation and 16 years of industry experience. He has been with Planmember Securities Corporation since 2014. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling.

Joseph Prendergast is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current roles at Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2025. Prior to this, he spent two years at Certified Financial Services and has academic experience at Montclair State University and New Milford High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning, brokerage, and advisory services.

David Scher is a CFP® and ChFC® with 24 years of experience in financial advisory services, currently with Kestra Advisory since 2016. He has also been involved with Kestra Investment Services, LLC and Applied High Voltage, LLC. Scher holds a board position as an observer with the Ridgewood AM Rotary Club, which supports local scholarships and community charities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and access to multiple management platforms and third-party solutions.

Yanelys Benham is a Series 66-licensed financial advisor with 14 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily for individuals with pre-existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

John Rapport is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds the CFP® certification and Series 66 license. His prior roles include positions at Bank of America and Merrill Lynch. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Bruno Palmieri is a financial advisor with Hightower Advisors, holding a Series 65 credential and seven years of industry experience. He has worked at Caputo & Associates since 2018 and has provided tax and accounting services as a sole proprietor since 1992. His background also includes 25 years at Astenbeck Capital. Hightower Advisors serves a broad range of individual and institutional clients with investment advisory and planning services, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled vehicles and private funds.

Philip Sandt is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has been with Janney since 2001. 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, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Peter Christian Della Volpe is a financial advisor with Primerica Advisors, holding a Series 66 designation and possessing one year of experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he spent several years in education at Bridgewater-Raritan Middle and High Schools and Franklin and Marshall College. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Harold Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at NYLife Securities LLC, New York Life Insurance Company, Elevation LLC, and Olivetree Financial, LLC. Outside of advisory work, he is an investor in Green Key Partners, LP, which focuses on event-driven investment opportunities and token staking. 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 advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Peter Trulli is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he operates a separate business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through both proprietary and third-party platforms.

Paul Sarama is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 19 years of industry experience. He has worked at Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC since 2017, with prior roles at Raymond James Financial Services, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Sarama also owns The Baker Sarama Wealth Management Group, a support company unrelated to investment activities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pensions, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, and managed account programs through both proprietary and third-party solutions.

Otto Tannure is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Transamerica Financial Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through various advice programs, focusing on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.

Jenny D Daly is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2017, following prior positions at Bank of America and Merrill. Daly is based in Hackensack, NJ. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs with a mix of in-house and third-party portfolio management.

Robert Guldner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he is co-owner of Pepper Co, LLC, a consulting and online sales business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services delivered through both proprietary Steward Partners solutions and third-party managers.

Kevin Bajana is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions, including Citibank N.A., Bank of America, Merrill, and HSBC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Mark Szwagulinski is a financial advisor at TD Private Client Wealth LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining TDPCW, he worked at E*TRADE Capital Management LLC and Morgan Stanley. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Jose Martinez Jr. is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley, TIAA-CREF, Harrisdirect LLC, and E*Trade Capital Management LLC. Outside of finance, he owns Jack Turner Watches LLC, a business engaged in online wrist watch sales. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services primarily for institutional and high‑net‑worth private clients. The firm emphasizes strategic and tactical asset allocation through a combination of affiliated and third‑party sub‑managers.

Jermaine Matthews is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has been with infinex Investments, Inc. since 2016. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a network of investment adviser representatives, operating a hybrid adviser/broker-dealer structure with a focus on both discretionary and non-discretionary account management.