Michael Wenger is a financial advisor at Guardian Life and Park Avenue Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Wenger has pursued interests in electronic dance music production and has an LLC established to open a restaurant/lounge in New York City. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, and institutional clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory options utilizing models from internal and third-party managers, along with a hybrid digital advisory solution.

Jordan Ceraso is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 12 years of industry experience. His work history spans both firms since 2015. Outside of his primary role, he also engages in insurance sales beyond Guardian policies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual and institutional clients with a range of brokerage services, financial planning, and investment advisory solutions, including discretionary and non-discretionary portfolio management.

Matthew Piro is a financial advisor with Primerica Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Park Avenue Securities LLC and Guardian Life Insurance Company since 2017, and previously at Zimmer Capital from 2015 to 2017. In addition to his advisory role, he is an independent contractor involved in insurance sales outside Guardian Life. 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 both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Mitchell Ostrove is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 57 years of industry experience, including long tenures at Ameritas-affiliated firms and founding The Ostrove Group, where he serves as chairman and CEO. Ostrove is also a licensed independent insurance agent and is a member of the National Association of Insurance and Financial Advisors (NAIFA). Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory through a mix of model portfolios, mutual funds, ETFs, and individual securities, utilizing multiple program platforms and third-party technology to customize solutions.

Sean Franklin is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2016 and was previously with Eagle Strategies (NY Life) from 2011 to 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, using an IAR-driven model with open-architecture portfolio management and integrations with multiple third-party platforms and managers.

Jasmine Britton is a financial advisor at TIAA-CREF with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Citizens Securities, Inc., JP Morgan Securities LLC, and JP Morgan Chase Bank. Britton also serves as a Notary Officer for the state of New Jersey in a sole proprietorship capacity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Paul Schackman is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 15 years of industry experience and has previously worked at firms including Steward Partners Investment Solutions, Raymond James Financial Services, and Tullett Prebon Financial Services. He is also appointed as an agent to sell non-securities insurance products for AGIA. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by Guardian Life. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Jeffrey Neeck is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities, with a career spanning over two decades at Primerica Advisors. He is involved in managing partnership interests through Hardscrabble Hill Holdings LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various financial planning and consulting services.

Thomas Herkert is a CFP® professional with 37 years of experience in the financial advisory industry. He is currently with Commonwealth Financial Network and also operates Herkert Advisors, LLC. His prior experience includes roles at Kestra Advisory Services, LLC and Westchester Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad platform that includes managed-account programs, access to third-party asset managers, and custody services, offering a range of investment options tailored to client goals and risk tolerance.

Michael Lynch is a CFA® charterholder with 16 years of industry experience. He has been with Citigroup Global Markets since 2016 and previously worked at Maltin Wealth Management, Inc. from 2012 to 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates internal standards and oversight committees to select and monitor managers, operating at a large institutional scale with unique market roles and arrangements.

Charlie Yeung is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is associated with The Bohea Associates Ltd., a food importing and wholesale business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of internal oversight and external partnerships, supporting a wide range of discretionary and non-discretionary investment solutions.

Edison Aracena Lorenzo is affiliated with Citigroup Global Markets and holds Series 63 and Series 66 designations. He has six years of industry experience, having worked at Citigroup since 2017 in various capacities, as well as prior roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Pay-O-Matic. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains substantial institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Pablo Baiza Castro is a financial advisor with Empower Advisory Group in Bloomfield, NJ, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Primerica Advisors, Citizens Bank, and Harvard Business School. 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 certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

David Heitner is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. He has worked with several firms, including Securities America Advisors and LPL Financial. Outside of financial advising, he is the owner and officer of Heits Building Services, Inc., a commercial cleaning business established in 2003. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to deliver tailored investment strategies.

Thomas Brown is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, JPMorgan Securities LLC, and Capital One Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Amit Chopra is a CFP® professional with 19 years of industry experience, currently with NewEdge Advisors since 2022. He previously worked at Advisors Capital Management, Forefront Wealth Planning and Asset Management, Commonwealth Financial Network, Bruderman Brothers LLC, and Gary Goldberg Planning Services Inc. Chopra is the managing partner and owner of Forefront Wealth Planning and Asset Management, a private advisory business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house manager selection with third-party strategies supported by technology and centralized due diligence.

Gawain Mckenzie is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities. He currently operates out of Ramsey, NJ. 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 constructs portfolios through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Stephen Dileo is a financial advisor with TIAA-CREF in White Plains, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure offering model and customized portfolios and serves as adviser to the TIAA Donor Advised Fund.

Austin Colaluca is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, and prior to that was employed at Sacred Heart University and MKTG. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

David Alter is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is completing a graphic novel intended for adaptation into a major motion picture and serves as a trustee for multiple family trusts. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.