Candida Hinton is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 15 years of industry experience. Her background includes roles at Milbank LLP and ArentFox Schiff LLP, along with ongoing involvement in real estate through Candle Properties. She is also a published author operating under Sparks Fly. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based brokerage and insurance products.

Gianfranco Gonzales Lopez is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2020 and has previous experience at LPL Financial, FHC Wealth Advisors, Columbia Bank, and William Paterson University of NJ. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Helen Shaw is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2022, previously spending six years at Merrill. 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Souman Das is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at Citigroup since 2023 and previously held roles at JPMorgan Chase Bank and JP Morgan Securities from 2016 to 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Irina Katsihtis is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley for four years and has additional experience at M&T Bank and TD Bank. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients through its network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Isaiah Johnson is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley and Bank of America. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale, including roles as a swap dealer and futures commission merchant.

Benjamin Gonsier is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs Ayco Personal Financial Management, Bank of America, and Merrill. Prior to his financial services career, he served seven years in the United States Air Force. 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 utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

David Shipper is a financial advisor at Benjamin F. Edwards & Company, Inc. with 52 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he serves as an arbitrator on the NYSE Arbitration Panel. 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 individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Anthony Mazzella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with firms including NYLIFE Securities LLC and Podell Financial Group. In addition to his advisory role, he operates True Path Wealth Strategies, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

James Clancy is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial LLC and Infinex Investments, Inc. He also serves as a Vice President and Financial Advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services and combines adviser and broker-dealer registrations, providing clients access to alternative investments and lending solutions.

Kristjan Sokoli is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior work includes roles at Ameriprise, J.P. Morgan Securities LLC, and Bank of America, as well as positions in professional sports organizations such as the New York Giants and New Orleans Saints. Outside of finance, he owns a transportation business. 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. The firm employs a mix of strategic and tactical asset allocation through various managed portfolios and utilizes both affiliated and third-party sub-managers.

Joshua Comune is a financial advisor with TD Private Client Wealth LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at DAI Securities LLC and Prosperity - An EisnerAmper Company. He also worked at Rutgers Business School from 2020 to 2024 and previously operated Comune Chiropractic Center. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

Daniel Price is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been affiliated with Guardian Life Insurance Co of America and Primerica Advisors since 2008. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

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.

Jennifer Olenik is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities LLC, and Rafferty Capital Markets, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party sub-managers to construct diversified portfolios.

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.

Maya Johnson is a financial advisor with PNC Wealth Management holding a Series 66 designation and less than one year of industry experience. Her prior roles include positions at JPMorgan Chase and work associated with academic and cultural institutions such as the Center for Digital Scholarship at the Regenstein Library and the Van Cortlandt House Museum. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital discretionary model account that employs algorithm-driven risk assessments and invests via mutual funds and ETFs with annual rebalancing.

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.