Evan Heller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities since 2015 and Guardian Life Insurance since 2014. Outside of his advisory role, he is involved in insurance sales beyond Guardian products. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with a broad network of advisors.

Frank Loscalzo is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, having worked at Guardian Life since 1991. Outside of his advisory role, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Suhwan Jeong is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Citigroup since 2015. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance, both since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Erika Maynard is a financial advisor with TIAA-CREF, holding a Series 66 designation and 14 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining TIAA-CREF in 2020. Outside of her advisory role, she owns a residential property that occasionally operates as a short-term rental. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized and model-based investment solutions within a vertically integrated structure.

Andrew Hack is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2017, following roles at HSBC Bank USA and Hertz Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Christoph Stadler is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He previously worked at Edward Jones and Thrivent Financial, and prior to his advisory career, he spent several years at Schenker Inc and DB Schenker. Stadler holds the Series 66 designation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisors and emphasizes a range of discretionary and non-discretionary investment solutions tailored to client objectives.

Dana Calabrese is a financial advisor with Empower Advisory Group in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Empower Advisory Group, Dana worked at Sentinel Group and Mutual of America in various roles from 2015 to 2025. Outside of advisory work, Dana serves as a trustee on the Board of Directors for Comprehensive Behavioral Healthcare and is a member of the Board of Trustees for the White Sands Beach Condominium Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and client savings rates.

Donald Sullivan III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company of America, Bank of America, and Merrill. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and fee-based advisory services along with financial planning and consulting. The firm uses a mix of proprietary model portfolios, third-party managers, and digital advice solutions to implement its investment strategies.

Christopher Pike is a CFA® charterholder with 23 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2018. Prior to that, he worked at RFS Partners and National Financial Advisors, LLC. 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 planning, and business consulting, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

Kevin Brodbeck is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, MUFG, and Citigroup Global Markets. Outside of his advisory work, he has operated a small business named Mr. Fix It. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, combining strategic and tactical asset allocation through affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients with a cross-border Private Investment Advisor approach.

Paul Kupchok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior experience includes roles at LPL Financial, MML Investors Services, and MassMutual Life Insurance Company. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of platforms.

Elise Lam is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Wells Fargo Advisors Financial Network and Wells Fargo Clearing. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, and provides ongoing portfolio management, financial planning support, and custody services.

Angelo Petito Jr. is a financial advisor with Money Concepts Capital Corp in Chester, NY, holding a Series 63 designation and over 33 years of industry experience. He has worked at Money Concepts Capital Corp since 2003 and has prior experience with McCall Abstract Corp. and Bears Stearns and Company. Outside of his advisory role, he owns Hudson Valley Accounting, Inc., a tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, third-party sub-advisers, and ongoing financial planning to serve its approximately 14,700 clients.

Gregory Chebuske is an investment advisor with Kestra Advisory in Fairfield, NJ, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has served at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Fhc Advisors since 2010. In addition to his advisory roles, he leads educational courses related to the financial industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and a variety of investment management solutions, serving clients that range from individual investors to sovereign wealth funds.

Christopher Doherty is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes five years at LPL Financial before joining Citibank in 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke solutions for high-net-worth clients.

Charles Croonquist is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2000 and holds the Series 63 and Series 65 licenses. 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Jina Hong is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2017. Outside of her advisory role, she assists with banking transactions and translation at a family-owned dry cleaning business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and provides customized discretionary solutions supported by in-house research and extensive institutional resources.

Kathleen Gregory is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. Prior to that, she was involved with Trauma Resiliency Resources Inc., a nonprofit organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a fiduciary standard within its advisory services and manages client portfolios through model-based and customized investment approaches.

Rosanna Coviello is a financial advisor at Empower Advisory Group with a Series 66 credential and six years of industry experience. She has worked at several firms, including UBS Financial Services and Gladstone Wealth Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Ted Cox is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Rochdale Investment Management Inc. and Rim Securities LLC since 2001. Outside of his advisory role, he serves on the boards of Breakthrough Collaborative, a secondary education nonprofit, and Reveille United Methodist Church. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and public entities. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes and often collaborates with third-party sub-advisors and independent financial advisors.