Peter Kibbe is a financial advisor at Hightower Advisors with 13 years of industry experience. He holds a Series 65 designation and previously worked for Citigroup Global Markets for 12 years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and financial institutions. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sarah Mullane Becker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Guardian Life Insurance Agency and Park Avenue Securities since 2000. Becker serves as president of The FVA Foundation and is a board member of the Northern Westchester Hospital Community Foundation, reflecting involvement in local nonprofit organizations. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with access to proprietary and third-party investment programs. The firm provides a range of financial planning, retirement, and business consulting services supported by multiple investment platforms and account-level lending solutions.

Ryan Peters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His career includes roles at TIAA and LPL Financial, alongside his current position at Private Advisor Group since 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

David Eder is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Rock & Co LLC and J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory role, he assists with bookkeeping at his spouse's orthodontics practice. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement consulting. The firm offers integrated services through affiliated trust and insurance entities, providing access to alternative and private investments alongside traditional asset allocation strategies.

James Geiger is a CFA® charterholder with 11 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2019, following prior roles at J.P. Morgan Chase Bank and JP Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Ali Agha is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. His career includes roles at Eagle Strategies since 2017, Nylife Securities LLC since 2010, and New York Life Insurance Company since 2009. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jordan Ceraso is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 12 years of industry experience. His work history spans both firms since 2015. Outside of his primary role, he also engages in insurance sales beyond Guardian policies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual and institutional clients with a range of brokerage services, financial planning, and investment advisory solutions, including discretionary and non-discretionary portfolio management.

Mitchell Ostrove is a financial advisor at Ameritas Advisory Services, LLC with 56 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Mr. Ostrove has been affiliated with Ameritas in various capacities since 2006 and has operated The Ostrove Group since 1981, where he serves as Chairman and CEO. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) New York chapter. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, retirement-plan advisory, and fiduciary consulting through affiliated representatives. The firm utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on comprehensive client reviews and a range of services for plan sponsors and participants.

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.

Nicholas Ramstetter is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments, PriceWaterhouseCoopers, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a model that emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, proprietary research, and various investment vehicles.

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.

Thomas Brown is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, JPMorgan Securities LLC, and Capital One Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles, distinguishing it from many peers.

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.

Max Needham is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Raymond James & Associates, Inc. for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Timothy Cunningham is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2020. He previously worked at J.P. Morgan Securities for eight years. Outside of finance, he has been involved in stagehand work for the New York City Ballet since 2002. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with over 400 advisors managing approximately $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory and investment management services that include firm-developed and third-party model strategies with ongoing oversight.

Andrew Buscetto is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 26 years before joining NewEdge Advisors. Outside of his advisory role, he manages support staff and administrative functions through his ownership of Singularity Management, LLC, and oversees practice administration at 7B Ventures, LLC. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a variety of analytic approaches and periodic portfolio reviews.

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.