Carly Levine is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Alan Schantz is an Investment Advisor Representative at Kestra Advisory with 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011, conducting investment and insurance-related activities. Schantz has been affiliated with Kestra Advisory and related Kestra entities since 2003. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Jared Rothbard is a financial advisor with Guardian Life and holds a Series 66 credential, bringing 13 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is licensed to sell insurance products beyond Guardian and is involved with Vreeland Ventures LLC, an investment entity. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Frank Arena is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

James Clancy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 39 years of industry experience. His prior roles include positions at Ion Bank, LPL Financial LLC, Infinex Investments, Voya Investment Management, and Morgan Stanley. Clancy also serves as a Vice President financial advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. serves individual clients, including high-net-worth individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, access to alternative investments, and operates a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

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.

Reino Truumees is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at both Guardian Life and Park Avenue Securities since 2010. Outside of his advisory role, he serves as Treasurer of the Estonian-American Amateur Athletes, Inc., a nonprofit organization. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, investment management, and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Daniel Price is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Guardian Life since 2008. In addition to his work with Guardian, he occasionally sells insurance products from other companies. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Tori Kelly is a financial advisor at Truist Advisory Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside the industry, she has worked as a law clerk and has experience with community and event services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a notable focus on inter-affiliate integration and service arrangements.

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.

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.

Brandi Rogers is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior roles include positions at Northwestern Mutual, Empire Portfolio Group, and Charter Communications. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment 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 digital advisory solutions.

Alison Longstreet is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with New York Life Insurance Company and affiliated entities since 2013 and operates under the Genovese Associates dba to sell New York Life products and broker non-registered insurance products. Alison is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

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.

James Schlag III is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 1994. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account programs.

Rita Singh is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with HSBC Securities since 2005 and with HSBC Bank USA since 2002. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types ranging from client-directed to fully discretionary accounts, utilizing a structured investment process with strategic and tactical asset-allocation supported by affiliated managers and service providers.

Melvyn Feinbloom is a financial advisor at Guardian Life with 44 years of industry experience. He has been with Guardian Life since 1988 and holds Series 63 and Series 65 licenses. Feinbloom is also licensed with other companies for life, disability, long-term care, and fixed annuities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Alejandro Azuaje is a financial advisor at Guardian Life with nine years of industry experience. He holds a Series 66 designation and has worked in various roles at Guardian Life and Park Avenue Securities since 2017. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Elizabeth Dow is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as running her own independent practice. 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 integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody solutions through a technology-driven platform.

Jamal Vinson is a financial advisor at Schwab Wealth Advisory with five years of industry experience and a Series 66 designation. His prior experience includes roles at Morgan Stanley and Charles Schwab & Co., Inc. He has also been involved with a nonprofit small business camp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and wealth management consultations.