James Stevens is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Barclays Capital Inc. Outside of his advisory work, he serves on the Family Advisory Board of the Yale New Haven Cystic Fibrosis Clinic, where he contributes to improving clinic processes and coordinating educational events. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment and consulting services, including strategic asset allocation and portfolio monitoring, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Christine Hyla is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at CMG, Equitable Advisors, and AXA Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers across various investment vehicles and strategies.

Michael Oakley is a CFP® with 36 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has held positions at Apple Bank and Infinex Investments since 2022, and previously worked at Citigroup Global Markets and Citicorp Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer model.

Dillon Frame is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Primerica Advisors. Outside of his financial advisory roles, he has been involved with the Village of Irvington for over a decade. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, utilizing model portfolios and customized strategies under a fiduciary standard.

Mindy Fisdel is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and seven years of industry experience. She has previously worked at Wells Fargo Institutional Retirement & Trust and Ann Taylor. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis.

Richard Parry is a CFP® with 37 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Liberty Wealth Advisors LLC and CETERA Advisor Networks LLC. Parry is active in nonprofit and community organizations, serving as secretary of the Highland Green Foundation and as a committee member of both the Financial Planning Association of Connecticut and the First Presbyterian Church in Stamford. Prime Capital Financial is an enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and maintains affiliated accounting and family office practices.

Kimberly Trimmer is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Affinity FCU, LPL Financial LLC, Raymond James Financial Services, and Lakeland Financial. Outside of her advisory role, she also works as a bookkeeper in a non-investment-related capacity. 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 significant institutional capabilities, including in-house research, swap dealer activities, and bespoke solutions for very large clients.

Anu Sharma is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Triad Advisors. Sharma is also the principal and founder of Rivertown Investment Advisor, a sole proprietorship focused on financial planning and portfolio management. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, utilizing various strategies and platform partnerships to deliver tailored solutions.

Todd Levy is a CFP® with 21 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance, Guardian Life, and Altium Wealth Management. Outside of his advisory role, he is chairman of the board for Hockey in Harlem, a nonprofit serving underserved children, and operates an organic farm as a sole proprietor. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to various investment vehicles, supported by proprietary research and operational resources.

James Pigot is a Series 66-licensed financial advisor at Private Advisor Group, LLC with six years of industry experience. His prior work includes roles at LPL Financial, KPMG, and the SUNY Binghamton School of Management. He also provides administrative support to independent investment advisor firms affiliated with his current employer. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies across multiple asset classes and platforms.

Magdalena Gala Hunter is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at TD Bank and its affiliates since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a range of managed portfolios with both affiliated and third-party sub-managers.

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.

Charles Paksi is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at firms including Altium Wealth Management, Sumridge Partners, and SEI Investments Management. Paksi serves as a Battalion Executive Officer in the U.S. Army Reserve, where he coordinates company commanders and battalion staff officers and acts as second in command when needed. 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, with various portfolio construction options including alternative investments and customized indexing.

Jennifer Schnalzer is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked previously at CMG Financial Planning Ltd, Equitable Advisors, LLC, Wells Fargo Clearing, and Plexus Worldwide. She serves as a board member for the Academy of Finance High School Program and participates in a professional community focused on divorce-related client issues. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Paul Clarke is a financial advisor with Principal Financial Services holding a Series 63 designation and 24 years of industry experience. He has worked at Principal Securities and Principal Life Insurance since 2018 and previously at Transamerica Investors Securities Corporation and TRANSAMERICA Retirement Solutions from 2013 to 2018. Clarke also serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account management across multiple lines of the firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving at HSBC Securities (USA) Inc. in New Canaan, CT. Zhu has worked within various HSBC entities since 2016, including HSBC Bank USA, N.A., and HSBC Securities, accumulating nine years at the latter. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program options, including client-directed and fully discretionary portfolios. The firm employs a multi-profile investment process combining strategic and tactical asset allocation supported by global asset management and fund due diligence partners.

Donna Goldman is a CFP® professional with 42 years of industry experience. She has been with Oppenheimer since 2009 and holds a Series 63 license. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs with advisory services that cover equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation and manager selection, delivering both discretionary and non-discretionary management.

Scott Larson is a financial advisor at &Partners with one year of industry experience. He holds a Series 66 designation and has previously worked at Outfin Group, Permian Investment Partners, First Manhattan Co., and Highline Capital Management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed either directly by advisors or through third-party managers.

Craig Slaughter is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. He also sells insurance products from carriers other than Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.