Shane Racette is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at TD Bank N.A., Della Subaru of Plattsburgh, and UFirst FCU. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of affiliated and third-party investment managers.

Lindsey Ferguson is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Mid Atlantic Capital Corporation since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Ferguson serves on the advisory board of Campus Cover Pro Services, assisting with business development and capital raising. NewEdge Advisors serves a diverse client base including high-net-worth individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jake Thomas is a CFP® professional at Janney Montgomery Scott with three years of industry experience. He has been with Janney Montgomery Scott since 2022 and also has experience in the sports and entertainment sectors, including roles at Prospect Sports and 1Vision Sports & Entertainment. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and investment management through a combination of in-house and third-party solutions.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

James Fasolino is a financial advisor with Lincoln Investment, holding a Series 63 designation and 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Fasolino serves as a board member of Marien Heim of Brooklyn, a healthcare services organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs supported by an Investment Management & Research team using strategic and tactical approaches.

Gary Mc Hugh is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including model portfolios and customized portfolio management under a fiduciary standard.

Keith Snyder is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved with Aurelian Wealth Strategies as an owner and member. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.

Kurt Seidman is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Oppenheimer in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation along with a variety of investment vehicles, and acts as a qualified custodian while providing both discretionary and non-discretionary advisory programs.

Natalie McGinley is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2016 and operates under the DBA Wealth Conservation Group, Inc. for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within the New York Life affiliate structure.

Shannon Thieke is a Series 65–licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire in 2024, she held positions at Boston College from 2020 to 2024 and worked for the Town of Hempstead from 2018 to 2021. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and other services tailored through client interviews and ongoing monitoring.

Gyungnam Kang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2017. Prior to joining Citigroup, he worked at Bonchon Franchise LLC for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and operates with institutional scale, providing both discretionary and non-discretionary solutions.

Barry Carron is a ChFC® credentialed advisor with 27 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and managing The Carron Group, where he brokers insurance and annuity sales. Outside of financial advising, he markets credit card processing services to retailers in a sales capacity. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Thomas Gibson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and several years in education and fitness. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Daniel Galvin is a financial advisor at Hightower Advisors with a Series 65 designation and three years of industry experience. He previously worked at Shikiar Asset Management, Inc., and Mariner Wealth Advisors. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions that utilize affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Catherine Keane is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 1991. Outside of her advisory role, she is a co-owner of a second home used as a rental property. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model portfolios or customized solutions.

Michael Miele is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. Outside of his advisory role, he serves as a trustee for an irrevocable trust and is a commissioned notary. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, providing both discretionary and non-discretionary investment management.

Dennis Rodgers is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA N.A. and PNC Bank. In addition to his role as a registered representative, he is also a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of programs, from client-directed to fully discretionary, supported by a structured investment process developed with HSBC Global Asset Management and affiliated providers.

Todd Geller is a financial advisor at &PARTNERS with 35 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining &PARTNERS in 2025. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, utilizing proprietary and third-party investment models across fundamental, technical, and quantitative analyses.

Berenice Dupiton is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2022 and has prior work experience including a role at All Star Security. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles.

Katrina Luca is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at IBM and WFGIA and maintains an active CPA license, occasionally assisting friends with tax preparation. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers to implement investment strategies.