Taylor Nissi is a CFP® with 11 years of industry experience and is currently with Integrated Wealth Concepts LLC. His prior experience includes roles at Farther Finance Advisors, Pleasant Street Wealth Advisors, and Wells Fargo Advisors. In addition to his advisory work, he is licensed to sell fixed insurance. Integrated Wealth Concepts LLC serves a diverse client base including individuals, families, trusts, and businesses, offering discretionary investment management and financial planning through a network of independent advisors. The firm uses a mix of mutual funds, ETFs, individual equities, and fixed income in customized portfolios and combines enterprise-scale resources with a range of model and wrap fee options.

Howard Marsh is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citi Private Bank in 2025, he worked for nine years at Prevu, Inc. Outside of his advisory role, Marsh also works as an independent contractor in real estate brokerage with Prevu Real Estate LLC. 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 specialized market roles, including operations as a swap dealer and futures commission merchant.

Nicholas Domino is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has worked with Park Avenue Securities since 2018 and Guardian Life Insurance Company of America since 2013. Outside of his advisory roles, he is involved in writing disability insurance cases through MetroDi and serves as an independent contractor for life and disability insurance with Lion Street. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and supports various account-level services such as lending solutions and donor-advised funds.

Stephen Polizzi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Neuberger Berman and Mass Mutual Life Insurance Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market offerings.

Paul Kupchok is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior experience includes roles at LPL Financial, MML Investors Services, and MassMutual Life Insurance Company. Private Advisor Group 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 portfolio management, financial planning, and access to third-party asset management programs through a variety of platforms.

Angelo Petito Jr. is a financial advisor with Money Concepts Capital Corp in Chester, NY, holding a Series 63 designation and over 33 years of industry experience. He has worked at Money Concepts Capital Corp since 2003 and has prior experience with McCall Abstract Corp. and Bears Stearns and Company. Outside of his advisory role, he owns Hudson Valley Accounting, Inc., a tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, third-party sub-advisers, and ongoing financial planning to serve its approximately 14,700 clients.

John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Benton is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Harley Capital. 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 portfolio management, financial planning, and consulting services, and functions as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Douglas Strahle is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Park Avenue Securities, LPL Enterprise, and Pruco Securities LLC. Outside of his financial career, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs including both proprietary and third-party strategies.

John Fetherston is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Hite is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

Frank Barone is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2012. 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 employs multi-asset, multi-manager strategies and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Royan Ramkissoon is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has been with Citigroup Global Markets since 2015 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Meskunas serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning programs. The firm utilizes various investment approaches, including strategic and tactical asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 31, 2025.

Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior roles include positions at Northwestern Mutual, National Financial Network, and Prudential. Outside of his advisory work, he holds a minority ownership in Lord Hobo Brewery. Park Avenue Securities, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs using a combination of proprietary and third-party models.

Cody Sikorski is a financial advisor at Principal Financial Services with CFA® and Series 66 credentials and two years of industry experience. He previously worked at Interactive Brokers Group from 2015 to 2023. Sikorski also serves as a consultant for FINPPASS Financial Stewardship, assisting in the creation and implementation of investment portfolios. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Patrick O Gara is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience and has been affiliated with Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

John Horton Jr. is a Series 66-registered financial advisor with 19 years of industry experience. He is currently with Rockefeller Financial LLC and has previously worked at Rock & Co LLC and J.P. Morgan Securities Inc. He is based in Greenwich, CT. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a broad range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

George Harrington is a Series 65-licensed financial advisor at Empower Advisory Group with four years of industry experience. He previously worked at Personal Capital Advisors for four years before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Kevin Meyersburg is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley Smith Barney LLC and E*TRADE Capital Management LLC. Meyersburg was also the CEO and sole partner of Bark Break, LLC, a pet transport business that is currently inactive. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.