Richard Kintzing Sr. is a Series 66 licensed financial advisor with four years of industry experience, currently with Guardian Life. His prior work history includes roles at Park Avenue Securities, Certified Financial Services, and positions in healthcare-related organizations. He is the president of a LeTip chapter, a business networking group. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

James Pigot is a Series 66-licensed financial advisor at Private Advisor Group, LLC with six years of industry experience. His prior work includes roles at LPL Financial, KPMG, and the SUNY Binghamton School of Management. He also provides administrative support to independent investment advisor firms affiliated with his current employer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies across multiple asset classes and platforms.

Magdalena Gala Hunter is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at TD Bank and its affiliates since 2014. 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 clients, utilizing a range of managed portfolios with both affiliated and third-party sub-managers.

Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.

Jonathan Peters is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Kestra Advisory and affiliated entities since 2014 and has prior experience with Transamerica Financial Advisors and World Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of 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 large institutional investors including sovereign wealth funds.

Charles Paksi is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at firms including Altium Wealth Management, Sumridge Partners, and SEI Investments Management. Paksi serves as a Battalion Executive Officer in the U.S. Army Reserve, where he coordinates company commanders and battalion staff officers and acts as second in command when needed. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with various portfolio construction options including alternative investments and customized indexing.

Jennifer Schnalzer is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked previously at CMG Financial Planning Ltd, Equitable Advisors, LLC, Wells Fargo Clearing, and Plexus Worldwide. She serves as a board member for the Academy of Finance High School Program and participates in a professional community focused on divorce-related client issues. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Anthony Spadavecchia is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank N.A., TD Bank AMCB, and Glass Gardens. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Mi Kim is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has eight years of industry experience with prior roles at NYLIFE Securities, New York Life Insurance, Transamerica Premier Life Insurance Co., and Block Advisors. In addition to her advisory work, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations while maintaining predominantly non-discretionary asset management.

Andrea Rosenberg is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Vail Resorts. Janney Montgomery Scott is a large 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Craig Slaughter is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. He also sells insurance products from carriers other than Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Matthew Laurence is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over thirty-two years of industry experience. Prior to joining Kestra Advisory Services and Kestra Investment Services in 2024, he spent 23 years at Cadaret, Grant & Co., Inc. He is also a partner in several insurance-related businesses, including Madison Consulting Group, LLC and Quantum Financial Strategies, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and investment advice. The firm serves large institutional investors as well as plan sponsors, with assets under management nearing $79.8 billion and a range of third-party managed solutions.

Jason Fink is a financial advisor with Guardian Life based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. He previously worked at Park Avenue Securities and has been affiliated with Guardian Life since 2012. Outside of his advisory role, he serves as Co-Chairman of a church golf outing, organizing activities and sponsorships. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers customized financial planning and advisory solutions, combining discretionary management with model-based strategies and access to proprietary and third-party programs.

Jan Landi is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that address their short-, mid-, and long-term goals. Jan offers guidance on a range of topics including investing, retirement planning, and managing unexpected financial needs. Additionally, she coordinates with specialists from Bank of America to provide clients with comprehensive banking, credit, home financing, and small business solutions. Originally from Brazil, Jan relocated to the United States in 2007 to advance her career in financial markets. She holds a Bachelor's Degree from Pontifical Catholic University and has earned the Personal Investment Advisor (PIA) designation. Since 2015, she and her family have lived in Leonia, New Jersey. Jan's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. She is fluent in Portuguese and English. Outside of work, Jan enjoys music, spending time with her family, and watching movies.

Jeffrey Ward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2014, as well as prior experience with Mass Mutual Investors Services and New England Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and proprietary investment solutions.

Robert Bigley is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and possessing nine years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and has prior experience at Bank of America and Merrill. In addition to his advisory role, he assists with insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Moises Saladin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Bronx, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Margaret Slattery is a financial advisor at Oppenheimer with 28 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years before joining Oppenheimer in 2026. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

John Marshall is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel and Ryan Beck & Co. He is listed as president of a corporation formerly owning a wine and spirits store but has no active duties in that role. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary services, spanning equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both advisory and broker-dealer businesses.