Dylan Curran is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Altium Wealth Management. His career includes roles at Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Vikram Kumar is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 credential. He has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America N.A., and Morgan Stanley. 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, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Napatree Capital LLC, People's United Advisors, and Fidelity Investments. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and separate account managers, and provides additional services including retirement plan consulting and charitable advisory.

Ivan Watanabe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 credentials and 18 years of industry experience. His work history includes multiple roles at Guardian Life and Park Avenue Securities since 2013. He serves as a board member of the Holy Cross Alumni Association, which organizes alumni events and professional gatherings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser and subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charities, and corporations.

Emil Ben David is a CFP® with 16 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, FIDELITY Brokerage Services, among others. Emil holds a Series 66 designation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and financial administration capabilities through affiliated subsidiaries.

Steven Silber is a financial advisor with Citigroup Global Markets, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Citigroup in 2025, he worked at LPL Financial for 17 years. 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 with internal standards and oversight committees, and maintains a large institutional scale combined with market roles such as swap dealer and futures commission merchant.

Victoria Zachary is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has worked at Voya since 2019. Zachary also operates as an independent insurance agent, specializing in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting, primarily through non-discretionary advisory relationships.

Stacy Pierre Louis is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 65 designations and with seven years of industry experience. She currently serves as SVP of Financial Strategies and has worked with Eagle Strategies and affiliated entities since 2018. Her prior work includes roles in media with News 12 and AMI. Additionally, she operates under the DBA SVP Financial Strategies to sell New York Life products and broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, serving a diverse range of clients including defined contribution and benefit plans, corporate, and charitable entities.

Lilwyn Dyer is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has 23 years of industry experience, including roles at Nylife Securities and New York Life Insurance since 2001. Her other business activities include serving as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and operates primarily on a non-discretionary asset management basis.

Valerie Giannotti is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with two years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including National Life Group, LPL Enterprise, and The Prudential Insurance Company of America. Outside of her advisory role, she is involved as an insurance agent with Wealthbridge Financial. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Francesco Livoti is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked within New York Life Insurance Company and its affiliated firms since 2018. Outside of his advisory role, he is involved with the Huntington Chamber of Commerce Young Professionals Committee and serves as a board member of the Huntington Township Chamber of Commerce, supporting local business and community initiatives. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

Burke Anderson is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2017, following a four-year tenure at Goldman Sachs & Co. 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 institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Ronit Shah is a Series 65 licensed advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower Advisors in 2025, Shah held roles at Drexel University, Alkali Partners, Glenmede, and Vette.io. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Chase Nelson is a Series 66-credentialed financial advisor with seven years of industry experience, currently with TIAA-CREF. His prior roles include positions at Strategic Advisers LLC, Fidelity, Merrill, and T. Rowe Price. Outside of advising, he works as a luxury concierge attendant with Maverick Concierge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized investment options.

Kelly James is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Principal Life Insurance Company and Principal Securities, Inc. in 2026, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2023 to 2026, and at PRUCO Securities, LLC and Prudential Insurance Company of America from 2021 to 2023. He was also self-employed for ten years before entering the advisory industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various institutional clients. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Lawrence Heller is a CFP® professional at Savant Wealth Management with 11 years of industry experience. He previously led Total Management Group Inc dba Heller Wealth Management for 23 years. Outside of advisory services, he is the president and owner of L&B Agency, an insurance brokerage and life insurance agency. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm combines evidence-based asset allocation with actively managed strategies and maintains affiliated entities providing accounting, legal, and trust services.

Leonard Cohen is a financial advisor with Primerica Advisors in Bellmore, NY, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2010 and is currently associated with Park Avenue Securities and Guardian Life Insurance Company. Cohen is also involved in providing disability insurance through Metro DI. Park Avenue Securities serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm employs diverse investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Richard Silvia is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years prior to joining Oppenheimer. Outside of his financial advisory role, he serves as president of the Executive Business Association, a networking organization in Long Island, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary services.

Nicholas Minter is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Tuttle Capital Management LLC, where he served as Vice President supporting client-facing operations. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through recommendation-based, non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.