Vladislav Gurevich is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale alongside specialized market roles.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Brian Dragotto is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, and Merrill. Outside of advising, he contributes articles for the International Planning Alliance. Brian is part of Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with a combination of brokerage services, financial planning, and advisory programs featuring both proprietary and third-party investment models.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Matthew Stack is a financial advisor with Integrated Wealth Concepts LLC in Ramsey, NJ. He holds the CFP® designation and has five years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Evercore Group LLC and Modera Wealth Management, LLC. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee and model-based programs.

Michael Tanney is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including an 11-year tenure at Bank of America Merrill Lynch. Outside of his advisory role, he manages a real estate property as a non-agent owner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Neil Westerduin is a financial advisor with Kestra Advisory in Hawthorne, NJ, holding a Series 65 designation and 15 years of industry experience. His career includes 11 years at Chadwick Wealth Management, LLC, and he has operated Neil Westerduin CPA LLC since 1989. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a range of fiduciary and investment services, including plan design, compliance testing, and advisor-managed accounts, serving clients such as sovereign wealth funds and other large institutional investors.

Kenneth Glick is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes positions at Janney Montgomery Scott, Morgan Stanley Private Bank, Morgan Stanley, and Citigroup Global Markets. He is based in Saddle Brook, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary management and maintains custody of client assets as a qualified custodian.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Dominique Vitalis is a financial advisor with CWM, LLC, holding a Series 66 designation and six years of industry experience. His work history includes roles at Carson Wealth, Taylor Financial, Royal Alliance, Bank of America, Merrill, and Monumental Sports and Entertainment. Outside of advisory work, he has been involved in residential property flipping. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs discretionary management using model portfolios overseen by an Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His work history includes roles at GWFS Equities, INC, New York Life Investments, and entrepreneurial experience running Hashim Design NYC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Eileen Suppo is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she operates as an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures, primarily emphasizing non-discretionary recommendation-based relationships.

Anthony Pirro is a financial advisor with Money Concepts Capital Corp in Scarsdale, NY, holding a Series 66 designation and over 14 years of industry experience. He also operates Anthony G. Pirro CPA PC, providing accounting and bookkeeping services since 2011. Pirro has been affiliated with Money Concepts Capital Corp since 2006 and has offered accounting and tax services through his own practice since 1981. Money Concepts Advisory Service (MCAS) serves individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory.

Lawrence Borger is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including prior roles at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of advisory work, he is the owner of a small real estate business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management and maintaining relationships with large institutional investors including sovereign wealth funds.

Anthony Marotti is a CFP® with 17 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC since 2020. Prior to this, he worked for 13 years at Berson & Corrado Investment Advisors, LLC. He is president of the Anthony Marotti Memorial Scholarship Foundation, which supports youth sports through scholarships and donations, and serves on the board of the Union College Fighting Dutchmen Gridiron Club, a booster organization for the college football team. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with a mix of mutual funds, ETFs, individual equities, and fixed income, and combines its enterprise scale with a broad selection of model and wrap-fee options.

Kenneth Fliegel is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2019. Prior to that, he was with Legg Mason & Co., ClearBridge Investments, and Legg Mason Investor Services from 2005 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealer and futures commission merchant operations, and specialized lending and discretionary solutions for very large clients.

James Sahagian is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and also provides investment advisory and financial planning services through Ramapo Wealth Advisors. Outside of his advisory work, he is involved in a family-owned Unishippers franchise, assisting with financial matters and general guidance. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management solutions alongside financial planning and consulting services.

Margot Tubul is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at JPMorgan Securities LLC and KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and other investment products. The firm emphasizes client direction in portfolio selection while providing non-binding recommendations and ongoing monitoring.

Jeremiah Buden is a financial advisor with Lincoln Investment, holding the CFP® and ChFC® designations and 12 years of industry experience. He previously worked at Valic Financial Advisors, VOYA Financial Advisors, and Agia. Buden is a member of the advisory committee for The Gotham Fund, which supports the Gotham Knights Rugby Football Club, where he participates in fundraising and oversight of the fund’s financial practices. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and 403(b) and 457(b) program participants. The firm utilizes a combination of advisor-led consulting, strategic model portfolios developed by its in-house Investment Management & Research team, and third-party managers.

Jennifer Levine is a financial advisor at NewEdge Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles within school districts and Certified Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a combination of in-house and third-party strategies supported by technology and centralized manager due diligence.