Nicholas Strang is a CFP® and Series 63 credentialed advisor with 11 years of industry experience, currently serving at Hightower Advisors since 2020. His prior work includes roles at Lincoln Financial Advisors Corporation and Steward Redevelopment LLC. He is also licensed as an insurance agent, offering various insurance products including accident and health, disability, fixed annuities, traditional life, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions and proprietary research, offering access to a wide range of investment vehicles and strategies with a focus on comprehensive portfolio management and retirement plan consulting.

Thurman Ransom is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds a Series 63 designation and has been with Voya Financial Advisors since 2014. Outside of advising, he is involved as an independent insurance agent specializing in fixed insurance products and holds a leadership role as VP and partner at BRST Inc., a company dealing with billing and loans. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a variety of financial planning and portfolio management services through multiple program structures, with a notable emphasis on non-discretionary advisory relationships.

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.

Kevin Brodbeck is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, MUFG, and Citigroup Global Markets. Outside of his advisory work, he has operated a small business named Mr. Fix It. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, combining strategic and tactical asset allocation through affiliated and third-party sub-managers. The firm employs a percentage-of-AUM wrap fee model and serves clients with a cross-border Private Investment Advisor approach.

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.

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.

Elise Lam is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has previously worked at Wells Fargo Advisors Financial Network and Chase Investment Services Corp. among other firms. 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 US clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

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.

Christopher Doherty is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes five years at LPL Financial before joining Citibank in 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke solutions for high-net-worth clients.

Charles Croonquist is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2000 and holds the Series 63 and Series 65 licenses. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory 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.

Frank Petrilli is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Apple Bank, Infinex Investments, Citigroup, and HSBC Securities. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegation of investment analysis and account management to its representatives.

Rosanna Coviello is a financial advisor at Empower Advisory Group with a Series 66 credential and six years of industry experience. She has worked at several firms, including UBS Financial Services and Gladstone Wealth Partners. 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 retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Yanbin Linsim is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services, Inc. and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Michael Mendez is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2013. 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. The firm offers portfolio management, financial planning support, and custody services through a combination of affiliated and third-party sub-managers and uses a percentage-of-AUM wrap fee model.

John Fetherston is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Bank of America, N.A. for 12 years and Merrill for 33 years. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Nicholas Astore is an advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities. His background includes education roles at Virginia Polytechnic Institute and State University, Wahconah Regional High School, and Nessacus Regional Middle School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and advisory programs.

Darien Dacosta is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. Outside of finance, he is involved in providing photography services primarily at events. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides a range of fee-based asset management and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on retirement-plan consulting and management.

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.

Luis Abreu is a CFP® with nine years of industry experience, currently serving as a financial advisor at Oppenheimer since 2023. Prior to joining Oppenheimer, he worked at Bank of America and Merrill from 2016 to 2023. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment vehicles tailored to client objectives.