Gerard Tavella is a financial advisor with Primerica Advisors based in New York, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2006. Outside of his advisory role, he manages an ownership interest in Strategies for Wealth through Three Elles, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, and charitable organizations, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with various financial planning and consulting services.

Steven Crabbe is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Eagle Strategies since 2015 and previously worked with NYLife Securities and New York Life Insurance. Crabbe is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of assets on a non-discretionary basis while serving diverse institutional sponsors within an integrated New York Life affiliate structure.

Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 designation and 25 years of industry experience. He has been with Valic Financial Advisors since 2004 and also serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement plans, offering wrap programs, portfolio management, and financial planning services through a network of over 1,200 advisors.

Nicholas Babson is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously at Pontera Solutions Inc and held various roles at Kenyon College. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing an advisory model focused on manager selection and multi-manager solutions that include proprietary research and a variety of investment vehicles.

Allen Herskowitz is a financial advisor with Money Concepts Capital Corp and holds a Series 63 designation. He has 23 years of experience at Money Concepts Capital Corp and has also served as president of his own CPA firm, Allen B. Herskowitz, CPA, PC, since 1991. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and incorporates fundamental and technical analysis alongside modern portfolio theory.

Jeff Russo is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America and Merrill. Outside the financial industry, he has been involved with Pozzitiv Productions. 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 clientele, including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Nicholas Jembelis is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 26 years at David Lerner Associates Inc. before joining Janney in 2025. Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

John Traut is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Stratos Wealth Partners, he worked at firms including LPL Financial, Oppenheimer & Co. Inc., Merrill, and Bank of America. Outside of his advisory work, Mr. Traut serves as a firefighter with the New York Fire Department. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model portfolios, third-party manager programs, a range of financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple external platforms and tools.

Josh Becker is a financial advisor with Guardian Life, holding a Series 63 credential and over 40 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, Becker is involved in several business ventures, including a notable ownership stake in a Guardian General Agency through Brooklyn Financial Group Holdings, LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.

George Croonquist Jr. is a CFP® with 41 years of industry experience, currently serving at Janney Montgomery Scott since 1989. He is based in Hackensack, NJ. Outside of his advisory role, he serves on the advisory board of Hackensack Meridian Quality Care, providing guidance on assisted living properties. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Steven Solonch is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role starting in 2017, he worked with New York Life Insurance Company and its related entities from 2008 to 2017. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Joshua Marriott is a CFP® with 13 years of experience in the financial services industry. He is currently with Hightower Advisors and previously spent 11 years at Lincoln Financial Advisors. Marriott is also licensed as an insurance agent, offering accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers, as well as access to mutual funds, ETFs, alternative investments, and customized portfolios.

Joseph Block is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services alongside financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management through a large network of investment adviser representatives.

Vincent Blazewicz is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he serves as a board member of Harmony Starts Farm Inc. 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 both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios.

Robert Jaffe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he is involved in insurance activities with companies other than Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to proprietary and third-party investment models, including a hybrid digital advisory solution.

Christopher Judge is a financial advisor at SPC with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining SPC and Sigma Financial Corp in 2025, he spent 27 years with Commonwealth Financial Network and Commonwealth Equity Services, Inc. He also conducts limited fixed insurance sales at a branch location. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and provides tailored, discretionary investment advice through various account programs and strategic partnerships.

Christopher Shea is a CFA® charterholder with 30 years of experience in the financial industry. He is currently a financial advisor at Rockefeller Financial LLC, where he has worked since 2026. Prior to that, he spent over two decades at UBS Financial Services and UBS Asset Management. 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, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Shaby Katz is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Jefferies LLC since 2018 and previously at Ipreo from 2016 to 2018. Katz is based in Purchase, NY, and is affiliated with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to support portfolio construction and ongoing management.

Oliver Davis is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked at Tiverton Trading and the University of Rhode Island. Outside of his advisory role, Davis operates as an independent insurance agent. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and plan‑sponsor consulting, often delivering advice through non-discretionary recommendation-based programs.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on 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.