Scott Kaplan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Westchester Advisory Group. Kaplan serves on advisory councils such as the BlackRock Models Advisory Council and provides consulting for Tristate Capital Private Bank’s client advisory board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.

Stephen Condon is a financial advisor with Benjamin F. Edwards & Company, Inc. in White Plains, NY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he serves as a trustee and co-treasurer for the North Castle Historical Society. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves a broad client base including individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight and client customization.

Kevin Manning is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFA® designation and Series 63 license. He has 18 years of industry experience, including prior roles at Entrust Securities LLC and extended tenure at Guardian Life. Manning serves as a trustee on several family trusts. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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.

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.

Lawrence Cohen is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2006. Cohen also serves as a successor trustee on the Cohen/Stessman Trust, a role he performs without compensation. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to develop client solutions, while also acting as a qualified custodian and providing commission-based advisory programs.

Michael Pfeffer is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2008. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

George Molloy is a financial advisor at Independent Financial Partners with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Private Wealth Systems. Prior to his advisory career, he was involved with the Ojai General Store for four years. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Angel Quito is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Mirador and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and various investment strategies.

Anthony Croce is a CFP®-certified financial advisor at Hightower Advisors with 11 years of industry experience. His prior roles include positions at Altium Wealth Management, Investmark Advisory Group, and he serves as an infantry officer and platoon leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to pooled vehicles and private funds.

Stephanie Fernandes is a CFP® with seven years of industry experience. She currently works at Mercer Global Advisors Inc. and has previously been employed at Sanford C. Bernstein & Co., LLC, ValMark Securities, Inc., and Verde Wealth Group, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Ross Beck is a financial advisor at Guardian Life with a Series 66 designation and has been in the industry for one year. He has experience working with various organizations, including United States Hockey League and USA Hockey, and has been involved in community activities such as Monroe Parks and Recreation's Summer Fun Days. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs that combine proprietary and third-party strategies.

Matthew Brady is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, possessing 13 years of industry experience. He has been with Guardian Life since 2012 and joined Park Avenue Securities in 2022. Outside of his advisory role, Brady serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC operates as a broker-dealer and SEC-registered investment adviser under Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of brokerage, financial planning, retirement consulting, and advisory services through proprietary and third-party platforms.

Michael Benedetto is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 14 years of industry experience, including 17 years at Neuberger Berman, LLC before joining T. Rowe Price in 2023. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The service uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and targets individual investors and households with a focus on retirement goals.

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.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Taranbir Sawhney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and New York Life, as well as his current positions at Guardian Life and Park Avenue Securities. In addition to his advisory work, he is involved in insurance sales outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party strategies.

Charles Thela is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 24 years of industry experience. He has been with Kestra Investment Services since 2016 and has held roles at Fusion Financial Group and Kestra Advisory Services since 2003. Outside of advisory work, he refers group insurance business to Westchester Benefit Group and processes fixed insurance through Ash Brokerage. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bury Barbier is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Infinex Investments, Inc. since 2013 and is also a part owner of Printer Support Group, a printer repair business. Additionally, Barbier owns Integral Capital, a firm involved in group insurance sales and commercial loan brokerage. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, access to alternative investments, and a notable focus on non-discretionary assets.

Michael Saccardo is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his finance career, he is actively involved as a basketball and youth lacrosse official and serves as treasurer for a local basketball officials board. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and provides solutions that include discretionary and non-discretionary portfolios, alternative investments, and access to digital-asset products.