Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.

Juliet Park is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007, following three years at Citicorp Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jonathan Peters is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Kestra Advisory and affiliated entities since 2014 and has prior experience with Transamerica Financial Advisors and World Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of 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 large institutional investors including sovereign wealth funds.

Charles Paksi is a financial advisor with Hightower Advisors in Purchase, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Hightower Altium Holding LLC, Altium Wealth Management LLC, Sumridge Partners LLC, and SEI Investments Management Corp. Outside of his advisory work, he serves as an Infantry Officer and Battalion Executive Officer in the U.S. Army Reserve. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternatives.

Jennifer Schnalzer is a financial advisor with Hightower Advisors and holds a Series 66 designation. She has 10 years of experience in the industry, including roles at CMG Financial Planning Ltd, Equitable Advisors, LLC, and Wells Fargo Clearing. Schnalzer serves as a board member for the Academy of Finance High School Program and participates in a professional community focused on value for divorcing clients through the National Association for Divorced Professionals. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering a range of portfolio management and consulting services tailored to various investment needs.

Anthony Spadavecchia is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank N.A., TD Bank AMCB, and Glass Gardens. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Philip Diperna is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation. Outside of his advisory role, he serves as a representative administrator for Kor Materials Direct, LLC, a wholesale business operated by his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers a range of discretionary and non-discretionary investment solutions.

Mi Kim is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has eight years of industry experience with prior roles at NYLIFE Securities, New York Life Insurance, Transamerica Premier Life Insurance Co., and Block Advisors. In addition to her advisory work, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations while maintaining predominantly non-discretionary asset management.

Andrea Rosenberg is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Vail Resorts. Janney Montgomery Scott is a large 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 brokerage, financial planning, consulting, and advisory services.

Craig Slaughter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. In addition to his advisory role, he sells insurance products from carriers other than Guardian. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

Salim Bassalian is a financial advisor with Eagle Strategies (NY Life) based in Great Neck, NY. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked with New York Life and its related entities since 2006 and operates Solomon Bass Financial, a firm that sells New York Life products and brokers non-registered insurance products. Bassalian also serves as a director of Keren Yad Shmuel Ve Tamar, a nonprofit religious charity focused on food distribution and religious studies. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of programs tailored to client objectives and emphasizes non-discretionary asset management within its integrated New York Life affiliate structure.

Jason Fink is a financial advisor with Guardian Life and holds a Series 66 credential. He has 2 years of industry experience and has worked at Park Avenue Securities since 2014 with a break before returning in 2024. Outside of his advisory role, he is the co-chairman of a church golf outing, organizing activities and sponsorships. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Jan Landi is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that address their short-, mid-, and long-term goals. Jan offers guidance on a range of topics including investing, retirement planning, and managing unexpected financial needs. Additionally, she coordinates with specialists from Bank of America to provide clients with comprehensive banking, credit, home financing, and small business solutions. Originally from Brazil, Jan relocated to the United States in 2007 to advance her career in financial markets. She holds a Bachelor's Degree from Pontifical Catholic University and has earned the Personal Investment Advisor (PIA) designation. Since 2015, she and her family have lived in Leonia, New Jersey. Jan's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. She is fluent in Portuguese and English. Outside of work, Jan enjoys music, spending time with her family, and watching movies.

Jeffrey Ward is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports a range of account features such as securities-based lending and tax-harvesting.

Robert Bigley is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and possessing nine years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and has prior experience at Bank of America and Merrill. In addition to his advisory role, he assists with insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Moises Saladin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Bronx, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Margaret Slattery is a financial advisor at Oppenheimer with 28 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years before joining Oppenheimer in 2026. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

John Marshall is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Stifel and Ryan Beck & Co. He is listed as president of 3 SONS INC., a corporation formerly owning a wine and spirits store. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary investment strategies.

Gideon Cohn is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He has been with Commonwealth since 2016 and also has roles at Highbridge Financial Group and Republic Airways starting in 2014. Cohn is involved in fixed insurance sales as a part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Sotirios Panageas is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including a decade at Guggenheim Securities, LLC. Since 2026, he has been affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs utilizing both proprietary and third-party models.