Steven Cangialosi is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fieldpoint Private Securities LLC and J.P. Morgan Securities. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a combination of in-house and third-party 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.

Philip Meese is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at CreativeOne Wealth and Retirement in Focus Wealth Management, where he also serves as president. His prior experience includes a role at Slipstream Advisor Marketing. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

Dustin Triesch is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Chase Bank and Coach Farm. 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 large institutional capabilities, including in-house research and specialized market roles.

Brandi Rogers is an advisor with Guardian Life and is currently associated with Park Avenue Securities. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to her current roles, she has experience with firms including Northwestern Mutual and Empire Portfolio Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary investment models.

George Johnson is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Pickwick Capital Partners, Houlahan Lawrence, and Tradition Securities & Derivatives Inc. Outside of his advisory role, he coaches youth lacrosse for 8th grade boys in New Canaan, CT. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, and combines large institutional scale with specialized market roles such as derivatives trading and in-house research.

Elliana Dividu is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Bank of America N.A. and Merrill. Outside of finance, she assists with marketing for a music production business owned by her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides both discretionary and non-discretionary portfolio solutions.

Rita Singh is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with HSBC entities since 2002. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm uses model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, providing advisory, fund selection, and administrative services through affiliated and third-party providers.

Alain Landais is a CFA® charterholder with 16 years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed at Park Ave Securities and Guardian Life Insurance. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Alejandro Azuaje is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. His background includes work with Ameriprise Financial Services, Inc. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Antoinette Lombardi is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 19 years of industry experience. She previously worked at Oppenheimer for 13 years before joining Janney Montgomery Scott in 2019. 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 services, financial planning, and various advisory programs.

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.

Christine Telesco is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include six years at Silver Leaf Partners and current positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Lawrence Scharf is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining Steward Partners in 2026, he spent ten years at Raymond James and Associates. He is president of LS Holdings, LLC and Red Roses LLC, overseeing investment and management activities for both entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Howard Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Wein is involved in insurance brokerage and tax preparation through his activities with Prime Financial Services and Wealth Continuum Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services delivered primarily on a non-discretionary basis. The firm offers financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Pablo Tavera Echeverri is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has prior experience at Bank of America, Merrill, and Citigroup. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs that focus on asset allocation, contribution rates, and retirement guidance. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, providing both discretionary and non-discretionary investment solutions to a large client base.

Joseph Dominguez is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NY Life Securities LLC and New York Life Insurance Company since 2025. Outside of his advisory role, Mr. Dominguez has experience in education, having worked at several institutions including Pace University and Westchester Community College. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Adam Rude is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2017, and has been associated with LPL Financial, LLC since 2004. He is involved in the operation of Lob Planning Group, a firm that provides insurance services including permanent life, long-term care, and disability insurance. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, providing both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.

Bruce Lombardi is a financial advisor with Rockefeller Capital Management, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. He has been with Rockefeller Financial LLC and Rockefeller Capital Management since 2011. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing comprehensive wealth management and investment services.