Daniel Wiseman is a financial advisor with PNC Wealth Management, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years at Morgan Stanley and Morgan Stanley Private Bank prior to joining PNC in 2023. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and manages investments primarily through mutual funds and ETFs with annual rebalancing.

Richard Jasper is a ChFC® with 42 years of experience in the financial services industry. He has been affiliated with Guardian Life and its subsidiaries since 1987 and is currently associated with Park Avenue Securities, a division of Guardian Life. Outside of his advisory work, he publishes custom hardbound books featuring portraits and photographs of individuals and their homes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 utilizes a combination of advisor-led discretionary management and model-based strategies, with tailored client solutions including access to proprietary programs, third-party advisory platforms, and insurance products.

Georgina Nico is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer that provides placement and investment banking services alongside its investment management platform.

Domenick Saglimbeni is a CFP® professional with 25 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Investment Services and Equitable Advisors. Outside of his advisory role, he is a partner at PKF O'Connor Davies, LLP, a CPA firm providing accounting, auditing, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and ancillary services such as tax planning and estate strategies. The firm’s investment process emphasizes diversified portfolios tailored to client objectives and risk tolerance, supported by a broader Cetera network.

Liam Mcgarry is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Strategic Asset Services, New York Life Insurance Company, and work on a political campaign. He operates an investment advisory business through Private Advisor Group and Strategic Asset Services. 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 managed account solutions. The firm employs a fiduciary-based advisory model sourcing managers and model portfolios from leading strategists and utilizes multiple technology platforms to implement investment strategies.

Brandon Ulloa is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked previously at Spartan Capital Securities, Bank of America, Merrill, and Salus Financial Solutions. Outside of advisory work, he owns Kachi Entertainment & Productions, an entertainment business focused on DJing and organizing private events. Lincoln Investment Planning, LLC is a large enterprise investment advisory firm serving a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and advisor-led consulting supported by an in-house Investment Management & Research team.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. He is also the owner and registered investment advisor of Questar Stabinski LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of investment management and financial planning services, employing various analytical approaches and acting as a fiduciary when engaged under written agreements.

Pamela Mellor is a financial advisor at Guardian Life with 22 years of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies and proprietary digital solutions.

Joseph Cain is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of advisory work, he operates a tax preparation business and manages the website SideGig.com. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, access to alternative investments, and uses a variety of investment strategies supported by platform relationships and affiliated managers.

Danny Gomez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Prior to joining Citigroup in 2021, he worked at Bank of America, Merrill, TD Bank, Axa Advisors, David Lerner Associates, New York Life, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory role, he owns Adu & Beto LLC, a flagging service business, and works as a security guard. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and maintains significant institutional resources, including in-house research and complex market roles.

Anthony Crimeni is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he serves as a youth basketball referee at the Marlboro Recreation Center in New Jersey. 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 and maintains unique market roles including swap dealing and futures commission merchant activities.

Keith Gardner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, where he spent several years before joining TD Private Client Wealth. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Laura Medigovich is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Janney Montgomery Scott since 2019, following 11 years at M&T Bank and M&T Securities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joel Talish is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has worked at Hightower Advisors since 2017 and previously spent time at Wells Fargo Clearing. Outside of advising, he serves as Chair of the Development Committee for School in the Square, a public charter middle school in New York, overseeing its financial activities. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Jose Baez is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Citigroup Global Markets since 2012, following brief tenures at J.P. Morgan Securities and Chase Investment Services Corp. 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 combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Richard Flahive is a financial advisor at Hightower Advisors with six years of industry experience. He holds the Series 65 and Series 66 designations and has been with Hightower Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various organizations. The firm utilizes a multi-manager approach with both affiliated and third-party managers, offering services such as portfolio management, financial planning, and retirement consulting.

Brian Carenza is a financial advisor at Brookstone Capital Management LLC with the designations ChFC® and Series 63, and three years of industry experience. He has worked at Brookstone since 2022 and has held roles at Advisors Elite Financial, First Ameritas Life Insurance Corp. of New York, and DiPaola Financial Group since 2008. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Marc Mirabella is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2009. Outside of his advisory role, he serves as a volunteer firefighter with the Elmsford Fire Department. 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 advisor-led discretionary management combined with model-based strategies through proprietary programs and third-party platforms, delivering tailored client solutions across a broad range of financial planning and investment advisory needs.

Ryan Cron is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has held roles at Guardian Life since 2022 and previously worked at Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, providing a range of financial planning and consulting services alongside access to proprietary and third-party investment solutions.