Kyle Codey is a financial advisor at Oppenheimer with seven years of industry experience. He holds the CFP® designation as well as Series 63 and 66 licenses. His prior roles include positions at Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored to each program and advisor and manages approximately $36.7 billion in assets as of year-end 2025.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas. Walsh is also involved in JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and third-party asset management programs.

Shari Reffsin is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. She holds the CFP® designation and Series 63 license. Her prior experience includes roles at Orazio Financial Services and National Planning Corporation. Outside of her advisory work, she is the managing director and owner of Divorce Financial Consulting Services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Michael Klotz is a CFP® professional with 31 years of industry experience, currently serving at Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and First Level Capital, Inc. In addition to his advisory work, Klotz sells collectibles through eBay. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Matthew Spergel is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as Co-Treasurer of the Naramake PTA. 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, employing proprietary and third-party investment strategies across various account types.

James Venetos is a financial advisor at Rockefeller Financial LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Kiet Hua is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Eagle Strategies since 2016 and also works with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.

Daniel Pace is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Pace is also licensed to conduct insurance business with companies other than Guardian. 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, employing a range of investment strategies through proprietary and third-party platforms.

Liam King is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, Webster Bank, and Axa Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Lawrence Wilkes is a financial advisor with Oppenheimer & Co. Inc, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Oppenheimer since 2012. Wilkes serves as a trustee of the Board of Trustees of Temple Shalom and also manages his own revocable trust as well as his wife’s irrevocable insurance trust. 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, manager selection, and a variety of investment strategies tailored to client objectives.

George Vangelakos is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only pilot program for employees that implements approved model strategies using mutual funds and ETFs with algorithm-driven risk assessment.

Jessica Kwon Kapadia is a financial advisor at Eagle Strategies (NY Life) with Series 66 and Series 63 licenses and four years of industry experience. She has been with Eagle Strategies since 2024 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co, where she has been affiliated since 2012. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types and manages a majority of its assets on a non-discretionary basis.

William Roerden is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2013, and has been with Park Avenue Securities since 2022. Roerden is also licensed to sell insurance products beyond Guardian offerings. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services, financial planning, and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets.

Carla Lanza is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Securities and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

George Papanicolaou is a financial advisor with Primerica Advisors holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods. Outside of his advisory role, he is involved in managing a family LLC focused on commercial real estate ownership. 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 transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Michael Buonassisi is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has 12 years of industry experience, including roles at Altium Wealth Management LLC and Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of entities. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Lewis Cabrera is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase bank. Cabrera is also a partial owner and silent investor in Lendi, LLC, a mobile software application platform for peer-to-peer rental services. 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 significant in-house research and market roles that distinguish it from typical advisory firms.

Michael Ryan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 20 years of industry experience. Prior to joining Voya in 2026, he worked at MBSC Securities Corporation for 14 years and briefly at Ameriprise. VOYA Financial Advisors serves a diverse client base including individuals, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting through various program structures, primarily offering non-discretionary advice.

Kevin Coscarelli is a financial advisor with Lincoln Investment in Tarrytown, NY, holding Series 63 and Series 66 credentials and having four years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Pruco Securities, LLC, and SS&C Technologies. Outside of advisory work, he is involved in insurance brokerage and sales through ownership and partnership roles in firms such as KCMCSC LLC and Total Koverage LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement services, combining in-house and third-party investment strategies overseen by an Investment Management & Research team.

Timothy Smith is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds a Series 66 designation and has prior experience at First Command Insurance Services and the Camuto Group. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and third-party due diligence while operating within the KeyCorp group and collaborating closely with affiliated financial entities.