Matthew Warren is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. He has been with both firms since 2015 and operates Warren and Associates Wealth Management, a registered investment advisor DBA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technology partnerships.

Thomas Messina is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with firms including Nexus Wealth Strategies LLC and Compass Wealth Strategies, and serves as a board member of the Mahwah Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lauren Ellberger is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves as treasurer for Young Israel of Teaneck, a local synagogue with approximately 300 families. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Frank Cifuni is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 22 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is president of LCG Tax Services, LLC, and serves as an officer for the charity Valley Cottage Indians Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using model portfolios and third-party sub-advisers, combining fundamental and technical analysis with modern portfolio theory.

Gianna De Mayo is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential. She has one year of industry experience and previously worked in educational roles at Indiana University, Middlesex Community College, and Monroe Township High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management.

Matthew Holden is a financial advisor at Corient with nine years of industry experience. He holds a Series 65 designation and previously worked at RegentAtlantic for nine years before joining Corient. He has served in roles at Corient Services LLC and CIPW Service Company, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Youwha Lee is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 credentials and has 22 years of industry experience. Lee has been with Eagle Strategies since 2019 and has held roles at Nylife Securities LLC and New York Life Insurance Company since 2014 and 2002, respectively. 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 representatives. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Warren Gallagher III is a financial advisor with Private Advisor Group, LLC in Morristown, NJ. He holds the CFP® designation and has 31 years of industry experience, including roles at Paradigm Wealth Advisory LLC and LPL Financial, LLC. Gallagher is involved with multiple investment advisory activities under Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a variety of advisory programs, third-party asset managers, and a proprietary separately managed account program supported by major strategists and custodians.

Joseph Fimmano is a financial advisor with Eagle Strategies (New York Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Eagle Strategies since 2011 and has prior experience with New York Life and Nylife Securities dating back to 1998. Outside of his advisory work, he serves as a board member of the American Dream Diner in Orangeburg, NY. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated structure linked to New York Life.

Miguel Fernandez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale and unique market roles, including in-house research and roles as a swap dealer and futures commission merchant.

Michael Mcsweeney is a Series 66-licensed advisor with 12 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and 2012, respectively. Mcsweeney is involved in Strategic Wealth Group Inc. / Ascend Wealth Partners, a marketing DBA for Guardian and Park Avenue businesses. 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 mix of proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Frank Euvino is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Howard Solomon Jr. is a financial advisor with Integrity Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Solomon Wealth Solutions, LLC, Integrity Alliance, LLC, Next Financial Group, Inc., and Solomon Financial. Outside of his advisory work, Solomon is involved in raising, breeding, and showing purebred dogs and holds leadership roles in multiple dog breed clubs and related nonprofit organizations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, and retirement consulting using a variety of investment approaches and platforms.

Sidney Kaufman is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. In addition to his advisory role, he owns and operates a tax preparation business where he prepares tax returns and serves as a NY Department of State process agent. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Zachary Morse is a CFP® with four years of industry experience, currently serving as an advisor at Corient in Morristown, NJ. His prior roles include positions at RegentAtlantic and Lenox Advisor, as well as experience with the Association of National Advertisers and AIPAC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, using risk management tools and continuous portfolio monitoring to align investments with client objectives.

Michael Cooper is a CFP® with 14 years of industry experience, currently serving as an advisor at Kestra Advisory. His prior roles include positions at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Lisa Raghunanan is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing product due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jeffrey Buczek is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2009. He also sells various insurance products, including life, long-term care, and Medicare supplement insurance, through multiple insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary investment advice and maintains notable affiliations with broker-dealers and insurance agencies.

Steven Testino is a CFP® with 25 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. His prior roles include positions at LPL Financial and Independent Financial Partners. Outside of financial advising, he has been involved with SCT Restaurant LLC for over two decades. 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 a range of portfolio management and financial planning services through various platforms and third-party asset managers.

Michael Dimola is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America Advisors, Inc. and Securities America, Inc. He also operates a CPA practice, Michael Dimola, CPA, PC, which he has owned since 1996. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.