John Spoleti is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His career includes multiple roles at Guardian Life Insurance and Park Avenue Securities since 2014. Outside of his advisory work, he is involved in several LLCs related to fixed life products and property management. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, and corporate clients. The firm offers a range of investment programs and financial planning solutions, including discretionary and non-discretionary management and digital advisory platforms.

Jan Getto is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Capital Corp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Ryan Beattie is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at Park Avenue Securities and Joseph Colarusso's State Farm Agency. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary model portfolios and a hybrid digital advisory solution.

Christopher Reda is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, E*TRADE Securities LLC, and Advisors Asset Management, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-managed employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolio options.

Anna Pulgiano is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameritas and related affiliates since 2015, including roles at Union Benefit Planners and Group Benefits & Administration. She is also involved with Acrisure, the parent company of Union Benefit Planners and Group Benefits & Administration, where she serves as an agent. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of solutions including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing various model portfolios, mutual funds, ETFs, and individual securities.

Terry Zhang is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held positions at Citigroup since 2017 and previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering comprehensive investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including roles as a swap dealer and futures commission merchant.

Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Mark Libersher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. He has worked at Private Advisor Group since 2012 and has been affiliated with LPL Financial since 2008. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and a variety of investment strategies, often implementing advice through third-party managers and technology platforms.

Ryan Darmofal is a CFA® charterholder with 13 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2023, following prior roles at Hightower Altium Holding, Altium Wealth Management, City National Rochdale, Legg Mason, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and customized portfolio construction.

Aidan Durney is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has six years of industry experience, including a six-year tenure at Morgan Stanley Smith Barney LLC. Outside of advising, he has past involvement with Little Silver Bottle Shop. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that leverages technology and third-party managers to deliver customized investment strategies.

Alexander Levy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs supported by internal standards and oversight committees.

William Lepping Jr. is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney in 2017, he worked at Bank of America and Merrill, where he had a combined tenure of over 30 years. 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, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Krzysztof Kolba is a CFP® with over 31 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2016. He previously worked at Chase Investment Services Corp. from 2001 to 2008. He provides investment advisory services through Private Advisor Group and related entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and third-party managers.

Kenneth Roban is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and UBS Financial Services Inc. Roban is also involved with Reservoir Road Wealth Management at Steward Partners, where he provides wealth management services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Joseph Fiorica is a Series 66-licensed financial advisor at Citigroup Global Markets with nine years of industry experience. He previously worked at the Federal Reserve Bank of New York for three years before joining Citigroup in 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and bespoke solutions for large relationships.

Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes roles at Altium Wealth Management and Guardian Life, where she worked from 2014 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, and offers services such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. 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 wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Pierson Faldetta is a financial advisor at Oppenheimer with Series 66 credentials and approximately one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held roles at the Suffolk County Comptroller's Office and the University of Florida. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with custody of client assets maintained as a qualified custodian.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.