Philip Sandt is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has been with Janney since 2001. 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, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Angel Quito is a financial advisor at Hightower Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Mirador and Northwestern Mutual. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and various investment strategies.

Peter Christian Della Volpe is a financial advisor at Guardian Life and holds a Series 66 designation. He joined the industry in 2025 after completing his education at Franklin and Marshall College. Prior to entering the financial sector, he spent several years in education at Bridgewater-Raritan schools. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and management solutions, combining advisor-led discretionary management with model-based strategies and a variety of integrated operational and lending options.

Anthony Croce is a CFP® professional at Hightower Advisors with 12 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Altium Wealth Management and Investmark Advisory Group. Croce also serves as an Infantry Officer and Platoon Leader in the Connecticut Army National Guard. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a model that emphasizes manager selection and multi-manager solutions with access to both affiliated and third-party managers.

Harold Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at NYLife Securities LLC, New York Life Insurance Company, Elevation LLC, and Olivetree Financial, LLC. Outside of advisory work, he is an investor in Green Key Partners, LP, which focuses on event-driven investment opportunities and token staking. 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 advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Peter Trulli is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He maintains involvement with his own business entity, Trulli Wealth Advisor, established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with access to proprietary and third-party managed account solutions and employs various investment strategies often implemented through external managers and technology platforms.

Paul Sarama is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Sarama is based in Paramus, NJ, and owns The Baker Sarama Wealth Management Group, a support company. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Ross Beck is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of finance, Beck has been involved in youth and amateur hockey organizations, including USA Hockey and the North American Hockey League. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with a range of financial planning and consulting services.

Otto Tannure is a financial advisor at Transamerica Retirement Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and third-party model portfolios to provide asset allocation and retirement guidance.

Matthew Brady is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, where he has worked since 2012. He has 13 years of experience in the financial industry. Outside of his advisory work, he serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Jenny D Daly is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2017, following prior positions at Bank of America and Merrill. Daly is based in Hackensack, NJ. 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, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs with a mix of in-house and third-party portfolio management.

Robert Guldner is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Royal Alliance Associates, Inc. Outside of his advisory work, he is co-owner of Pepper Co, LLC, a consulting and online sales business. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services delivered through both proprietary Steward Partners solutions and third-party managers.

Kevin Bajana is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions, including Citibank N.A., Bank of America, Merrill, and HSBC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Mark Szwagulinski is a financial advisor at TD Private Client Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at Morgan Stanley, E*TRADE Capital Management LLC, and Harrisdirect LLC. 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 clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jermaine Matthews is a financial advisor with OSAIC Institutions, Inc. He holds the Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

Charles Thela is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 24 years of industry experience. He has been with Kestra Investment Services since 2016 and has held roles at Fusion Financial Group and Kestra Advisory Services since 2003. Outside of advisory work, he refers group insurance business to Westchester Benefit Group and processes fixed insurance through Ash Brokerage. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Michael Saccardo is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his finance career, he is actively involved as a basketball and youth lacrosse official and serves as treasurer for a local basketball officials board. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and provides solutions that include discretionary and non-discretionary portfolios, alternative investments, and access to digital-asset products.

Matthew Amelio is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 13 years of industry experience and has held roles at Nexus Wealth Strategies LLC, M.R.A. Financial Group LLC, NYLife Securities LLC, and New York Life Insurance Company. He also operates his own firms offering New York Life products and brokering insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Deborah Becker is a ChFC®-designated financial advisor at Guardian Life with 22 years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2018 and held roles at NYLIFE Securities LLC and New York Life Insurance Company prior to that. Becker volunteers with two nonprofit organizations. 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 offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and integrated lending and consulting services.