Mitchell Ostrove is a ChFC®-designated financial advisor with 57 years of industry experience, currently with Ameritas Advisory Services, LLC since 2021. He has held roles at multiple Ameritas entities since 2006 and has operated The Ostrove Group since 1981, serving as Chairman and CEO. He is also licensed to sell fixed insurance products and approved to offer life settlements on these products. Ostrove is a member of the National Association of Insurance and Financial Advisors (NAIFA). Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs utilizing in-house and third-party managers, with integration across Ameritas affiliates for a broad range of financial solutions.

Sean Franklin is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at J. M. Franklin & Company, LLC and Nylife Securities Inc. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2016. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture Strategic Wealth Management platform supporting both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jeffrey Neeck is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities, with a career spanning over two decades at Primerica Advisors. He is involved in managing partnership interests through Hardscrabble Hill Holdings LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various financial planning and consulting services.

Thomas Herkert is a financial advisor with Commonwealth Financial Network based in Tarrytown, NY. He holds the CFP® designation and has 36 years of industry experience. Prior to his current role at Commonwealth, he worked for Kestra Advisory Services and Kestra Investment Services for 19 years and has been associated with Westchester Financial Advisors for 10 years. He is also the owner of Herkert Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm provides comprehensive adviser support and offers a range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Lynch is a CFA® charterholder with 16 years of industry experience. He has been with Citigroup Global Markets since 2016 and previously worked at Maltin Wealth Management, Inc. from 2012 to 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates internal standards and oversight committees to select and monitor managers, operating at a large institutional scale with unique market roles and arrangements.

Charlie Yeung is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is associated with The Bohea Associates Ltd., a food importing and wholesale business. 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 with a combination of internal oversight and external partnerships, supporting a wide range of discretionary and non-discretionary investment solutions.

David Chan is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2017. Prior to that, he was with Santander Securities LLC and Santander Bank NA from 2015 to 2017. Citigroup Global Markets serves both 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 through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and arrangements.

David Heitner is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior roles include positions at Securities America Advisors and OSAIC. Outside of finance, Heitner is the owner of Heits Building Services, a commercial cleaning business he has operated since 2003. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers a variety of investment advisory programs and financial planning services, delivering advice through dually licensed advisors and employing a mix of in-house and third-party investment models.

Thomas Brown is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, JPMorgan Securities LLC, and Capital One Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Stephen Dileo is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF and TIAA since 2016. Prior to that, he worked at R. Seelau & Co., Inc. from 2015 to 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients linked to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Austin Colaluca is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, and prior to that was employed at Sacred Heart University and MKTG. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Timothy Cunningham is a CFP® certificant and holds the Series 66 license, with 24 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2020 and previously spent eight years at J.P. Morgan Securities. Outside of finance, he has been involved as a stagehand with the New York City Ballet since 2002. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies that incorporate both discretionary and non-discretionary management, supported by an internal trading desk and an Investment Strategy Committee.

Andrew Buscetto is a financial advisor at NewEdge Advisors with 24 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Buscetto is also involved in managing support staff and administrative operations through his ownership of Singularity Management, LLC and 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, employing multiple program structures and technology tools to support diverse client needs.

Cameron Mc Farlane is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at LPL Financial and People's United Advisors. He serves as secretary on the board of a nonprofit organization, SoNo Place. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate resources.

Zachary Fuld is a financial advisor with Equity Services, Inc., holding a Series 66 designation and eight years of industry experience. He has worked at Equity Services, National Life Group, Guardian Life Insurance Company, Park Avenue Securities, and Cross River Bank. Outside of his advisory roles, Fuld serves as a board member for Congregation Beth Sholom-Synagogue. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Dakota Best is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Transamerica, Dakota worked at Edward Jones and Wfgia. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers as part of its advisory approach.

Katelyn Edge is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sanford C. Bernstein & Co., LLC since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Helen Shaw is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2022, previously spending six years at Merrill. 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 range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

William Christian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private. He also serves as an advisor receiving loan trails on commercial loans executed for his clients. 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 and financial planning services, operating under a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also maintaining broker-dealer registration and providing placement and investment banking services.

Irina Katsihtis is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley for four years and has additional experience at M&T Bank and TD Bank. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients through its network of advisor practices. The firm’s approach emphasizes 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.