Scott Patten is a financial advisor at Corient with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Corient Services LLC since 2025, as well as Northeast Financial Consultants, Inc. since 2012. Outside of his advisory role, he serves as a trustee managing a family trust brokerage account. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools.

Kyle Alexander is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he works as a weekend bartender at the Larchmont Yacht Club. 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 and maintains in-house research and execution capabilities, combining large institutional scale with specialized market roles.

Tucker Scott III is a financial advisor at GWN Securities Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities since 2015. Scott is also the owner of M-Powered, LLC, a business he has operated since the late 1990s. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Anthony Domino Jr. is a ChFC®-designated financial advisor with Primerica Advisors, based in Rye Brook, NY, and has 41 years of industry experience. He has worked with Primerica Advisors since 1999 and has been associated with The Guardian Life Insurance Company of America since 1985. Domino serves as a board member of The American College and is involved in marketing genomic cancer profiling through Wamberg Genomic Advisors. Primerica Advisors operates under Park Avenue Securities LLC, serving a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Daniel Goggin III is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Citigroup. He is a Social Events Committee board member of the New York Athletic Club, assisting in planning events for club members. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations through a broad range of advisory and brokerage services, including discretionary and non-discretionary portfolio management and retirement consulting. The firm maintains custody of client assets while operating both broker-dealer and advisory businesses.

Derrick La Branche Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Columbia Management Investment Advisors and Eaton Vance. He is based in Stamford, CT. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale 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 portfolio management and financial planning services through both proprietary and third-party solutions.

Andrew Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Primerica Advisors. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and offers various programs including discretionary and non-discretionary management options.

Elena Dimiceli is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Hightower Advisors since 2016 and previously spent over 16 years at both RDM Investment Services, Inc. and Retirement Design & Management Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles and strategies.

Benjamin Eller is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Blueprint Financial Group, Spire Investment Partners, and Prostar Energy Solutions. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Karen Lexow is a CFP® and holds a Series 65 license with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Richard Rubenstein is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Rubenstein serves as Chairman of the National Board of Directors for Cure SMA and maintains a general law practice. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services. The firm employs a range of proprietary and third-party investment strategies and provides integrated financial planning, retirement consulting, and business advisory solutions.

Terence Mcglynn is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. He also operates TGM Financial Group, focusing on fixed annuities and health insurance sales. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Thomas Garner is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. His background also includes positions at Equitable Advisors and AXA Advisors LLC. 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, utilizing a mix of proprietary and third-party investment strategies.

Michael Donofrio is a CFP® professional with 28 years of industry experience, currently with Park Avenue Securities and Guardian Life Insurance Company. He has worked with these firms since 1997 and 2007 respectively. He is also the owner of Donofrio Financial Management, LLC, which handles some insurance commissions and renewals for outside carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a diverse range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Michael Levine is a financial advisor at Guardian Life with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and its affiliates since 2014. In addition to his advisory role, he writes property and casualty, health, life, and long-term care insurance. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of proprietary and third-party investment programs with both discretionary and non-discretionary advisory options.

Maureen Decker is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Penn Mutual Life Insurance Company. Outside of advisory work, she provides tax preparation services and conducts student loan portfolio reviews to evaluate repayment and forgiveness options. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs and financial planning services. The firm combines investment advice with custody, execution, and brokerage capabilities, utilizing both discretionary and non-discretionary management through third-party asset manager relationships.

Cindy Rudbart is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 14 years. Rudbart serves as a board member and finance committee participant for the Jewish Federation of Northern New Jersey, where she reviews the organization’s investments. 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 offers portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a broad range of investment services through a Private Advisor model and a consolidated investment platform.

Michael Garzi is a CFP® professional at Mariner with five years of industry experience. Prior to joining Mariner in 2025, he worked seven years at Forte Capital LLC and has experience in roles at Paychex and the Rochester Rhinos. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, typically implementing discretionary, customized portfolios supported by in-house research and third-party managers.

Lawrence Bernstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Outside of his advisory role, Bernstein is involved in life insurance brokerage and tax preparation through his firms Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes a platform that includes third-party asset managers to provide tailored investment solutions.

Vincent Batyr III is a financial advisor with GWN Securities Inc. in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2015 and concurrently operates Vincent J. Batyr & Co, CPAs, where he serves as president and owner, providing accounting and tax preparation services. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts.