Alejandro Azuaje is a financial advisor at Guardian Life with nine years of industry experience. He holds a Series 66 designation and has worked in various roles at Guardian Life and Park Avenue Securities since 2017. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

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 with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other entities with a range of investment programs across discretionary and non-discretionary accounts.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY. He holds Series 65 and Series 63 licenses and has 18 years of industry experience, including prior roles at Silver Leaf Partners and Belle Haven Investments. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a significant portion 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.

Melissa Kiser is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She has been affiliated with various Steward Partners entities since 2009. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a wide range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers investment advisory, financial planning, and managed account programs through both proprietary and third-party strategies.

Shlomo Schmalz is a financial advisor with Guardian Life in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Guardian Life since 2015 and has also worked with Safrin Associates since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

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 22 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd since 2017 and concurrently associated with LPL Financial, LLC since 2004. His other activities include involvement in insurance sales and financial planning through operations linked to the Lob Planning Group. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a wide range of financial planning and investment solutions through an open-architecture platform integrating multiple third-party managers.

Bruce Lombardi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rockefeller Capital Management since 2011. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Nancy Fischer is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance since 2021. Her prior experience includes roles at Royal Alliance and Private Portfolio Partners, where she served from 2003 to 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at various companies including Payarc LLC and Laguna Beach Sober Living, the latter reflecting involvement in the recovery services sector. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Michael Savage is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its institutional scale and specialized market roles.

Edmund Unneland is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Citigroup in 2022, he was self-employed for one year and spent over two decades at Loews Corporation. Outside of his advisory work, he is involved in managing multiple rental properties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Sean Hillegass is a financial advisor at Hightower Advisors with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EmblemHealth, Network Doctor, Equitable Advisors, and AXA Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research to offer customized portfolio management and financial planning.

William Galvin Jr. is a CFP® with 26 years of industry experience, currently serving with Hightower Advisors since 2024. His prior roles include lengthy tenures at CMG Financial Planning Ltd and Equitable Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles. The firm also manages large pooled and institutional mandates, with capabilities in international exposure and customized portfolio construction.

Richard Jasper is a ChFC® with 42 years of experience in the financial services industry. He has been affiliated with Guardian Life and its subsidiaries since 1987 and is currently associated with Park Avenue Securities, a division of Guardian Life. Outside of his advisory work, he publishes custom hardbound books featuring portraits and photographs of individuals and their homes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, with tailored client solutions including access to proprietary programs, third-party advisory platforms, and insurance products.

Peter Marsigliano is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 66 designation and previously worked at First Rise Investments and IFP Securities, LLC. His background includes roles outside finance such as employment at FedEx and various positions during his time at the University of Connecticut. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a network of independent representatives. The firm offers a decentralized investment approach and is notable for its retirement-plan advisory and pension consulting services, including ERISA-compliant solutions and trustee services.

Liam Mcgarry is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial LLC, Strategic Asset Services, New York Life Insurance Company, and work on a political campaign. He operates an investment advisory business through Private Advisor Group and Strategic Asset Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model sourcing managers and model portfolios from leading strategists and utilizes multiple technology platforms to implement investment strategies.

Lidia Velazquez is a financial advisor with Citigroup Global Markets, holding CFP® and several securities licenses (Series 63, 65, 66). She has 22 years of industry experience, including 14 years at Citigroup Global Markets. 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 and maintains notable institutional scale with specialized market roles including swap dealer and futures commission merchant activities.