Zachary Fuld is a financial advisor with Equity Services, Inc., holding a Series 66 designation and eight years of industry experience. He has worked at Equity Services, National Life Group, Guardian Life Insurance Company, Park Avenue Securities, and Cross River Bank. Outside of his advisory roles, Fuld serves as a board member for Congregation Beth Sholom-Synagogue. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Dakota Best is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Transamerica, Dakota worked at Edward Jones and Wfgia. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers as part of its advisory approach.

Katelyn Edge is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sanford C. Bernstein & Co., LLC since 2015. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

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.

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.

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.

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 with Kestra Advisory who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011 and has been associated with Kestra Advisory and its related entities since 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and extensive investment options supported by third-party platforms.

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.

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 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.

Reino Truumees is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010 and 2011, respectively. Truumees serves as Treasurer for the Estonian-American Amateur Athletes, Inc., a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and fee-based advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

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.