Carly Levine is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Alan Schantz is an Investment Advisor Representative at Kestra Advisory with 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011, conducting investment and insurance-related activities. Schantz has been affiliated with Kestra Advisory and related Kestra entities since 2003. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jared Rothbard is a financial advisor with Primerica Advisors based in Basking Ridge, NJ, holding a Series 66 license and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of his advisory role, he is involved with Vreeland Ventures LLC, which co-invests in a private equity partnership. 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 brokerage and advisory services, financial and business consulting, and employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Frank Arena is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

James Clancy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 39 years of industry experience. His prior roles include positions at Ion Bank, LPL Financial LLC, Infinex Investments, Voya Investment Management, and Morgan Stanley. Clancy also serves as a Vice President financial advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. serves individual clients, including high-net-worth individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, access to alternative investments, and operates a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Dennis Lacey is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests in approved mutual funds and ETFs with annual rebalancing.

Reino Truumees is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010 and 2011, respectively. Truumees serves as Treasurer for the Estonian-American Amateur Athletes, Inc., a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and fee-based advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Daniel Price is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Guardian Life since 2008. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, using both proprietary and third-party investment programs.

Cesar Basora is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and LPL Enterprise. 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 investors, utilizing a range of portfolio management strategies and a combination of affiliated and third-party sub-managers.

Shant Tashjian is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Risk Management, Summit Financial, and Purshe Kaplan Sterling Investments. In addition to advisory work, he serves as an arbitrator for FINRA Dispute Resolution Services, assisting with securities and employment disputes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Brandi Rogers is an advisor with Guardian Life and is currently associated with Park Avenue Securities. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to her current roles, she has experience with firms including Northwestern Mutual and Empire Portfolio Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary investment models.

David Ratzker is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Targum Capital LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and entities, often those connected to TIAA-administered retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

James Schlag III is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 1994. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account programs.

Rita Singh is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with HSBC Securities since 2005 and with HSBC Bank USA since 2002. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types ranging from client-directed to fully discretionary accounts, utilizing a structured investment process with strategic and tactical asset-allocation supported by affiliated managers and service providers.

Melvyn Feinbloom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1988. Outside of his advisory role, he is licensed to sell life, disability, long-term care insurance, and fixed annuities with companies other than Guardian Life. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, employing a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Alejandro Azuaje is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. His background includes work with Ameriprise Financial Services, Inc. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

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.

Jamal Vinson is a financial advisor at Schwab Wealth Advisory with five years of industry experience and a Series 66 designation. His prior experience includes roles at Morgan Stanley and Charles Schwab & Co., Inc. He has also been involved with a nonprofit small business camp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities, and New York Life since 2024, with prior roles at Silver Leaf Partners and Belle Haven Investments. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Renzo Bautista 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 previously worked at J.P. Morgan Securities LLC, Merrill, and Bank of America, N.A. He is also affiliated with Wilmington University. 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 TDIS clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.