Laura Nguyen is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Financial Inc and Stifel. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Christina Dziadzio is a ChFC® and Series 66 credentialed advisor with 17 years of industry experience. She has worked at Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2009. Christina also manages client relationships and serves as a lead advisor in associated financial service activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that includes large institutional investors.

Andrea Avitabile is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including eight years with Fidelity Personal and Workplace Advisors and a decade with Fidelity Brokerage Services LLC. He currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from internal and third-party managers.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Davidman is a financial advisor at Commonwealth Financial Network in New York, NY, with over 41 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth since 2011, previously serving at Element Financial and currently leading Davidman Financial Network since 2020. Outside of his advisory work, he is president and owner of DFN Gallery, a contemporary art gallery. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including managed portfolios and retirement plan consulting, while offering operational, compliance, and practice-management support to its affiliated advisors.

Camille Ramirez Dostert is a financial advisor with HSBC Securities (USA) Inc. and holds a Series 66 designation. She has 25 years of industry experience, having worked previously at Wells Fargo Clearing Services LLC, Morgan Stanley, and UBS Financial Services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm uses model risk profiles and combines strategic and tactical asset allocation advice with ongoing fund due diligence and monitoring.

Marcos Cabral is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Dylan Miller Jones is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Rockefeller Financial, he worked at Woodloch Springs and Horizon's Edge and was affiliated with James Madison University. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary solutions across various asset classes, along with broker-dealer services and alternative investment placement.

Salvatore Petruzzellis is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company. His professional activities also include the sale and service of various insurance products. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Angela Folit is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Valic Financial Advisors since 2015 and is also affiliated with Agia, where she is an agent involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers a range of investment programs and financial planning services through a large network of advisors and utilizes unified managed accounts and overlay services to tailor client portfolios.

Eric Fuhrman is a CFA® charterholder with six years of industry experience, currently affiliated with RBC Rochdale, LLC. He previously worked at CNR Securities, LLC, Rice Hall James & Associates, LLC, and HGK Asset Management. Outside of his advisory role, he assists with accounting and administrative matters for a mental health therapy practice co-owned with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities, employing an active, multi-strategy investment process that integrates quantitative models and fundamental analysis. The firm offers portfolio management, sub-advisory, and related services, managing approximately $73 billion in assets across 125 advisors.

Sean Akins is a financial advisor with TD Private Client Wealth LLC in White Plains, NY, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at TD Bank N.A., Allstate Insurance Co, LPL Financial, and various insurance agencies. Outside of his advisory work, he serves as a girls high school basketball referee for the Capital District Board of Women's Basketball Officials. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Michael Pintar is a CFA® charterholder currently with Rockefeller Financial LLC, bringing three years of industry experience. His prior roles include positions at Sierra Nevada Wealth Management, Alliance Trust Company, and Glogovac and Pintar LTD. Outside of advisory work, he is involved in managing a real estate partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides a range of portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Robert Palmieri is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 65 designation and has been with Hightower Advisors since 2019. His prior experience includes roles at R.F.- Fulcrum Group and Untracht Early. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and operational features.

Arielis Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. Prior to joining Citigroup in 2026, she spent 13 years at Bank of America and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including in-house research and futures commission operations.

Dennis Lai is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been involved in other ventures including Full Productions Inc., where he serves as president and owner of a residential construction business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory model primarily employs model portfolios and third-party managers, serving individual investors, employer-sponsored plans, trusts, and charitable organizations.

Jeffrey Stern is a Series 66-licensed financial advisor with four years of industry experience, currently with Primerica Advisors. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2021. Outside of his advisory role, Stern serves as treasurer for a consumer energy cooperative and is involved with the New York State Society of CPAs. Park Avenue Securities LLC serves a broad retail client base, including individual investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Tony Wong is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Wong serves as a board member of the YMCA in Chinatown. He works with Park Avenue Securities LLC, a firm that serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies along with integrated account-level solutions.

John Joyce is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and previously worked at Morgan Stanley and Curve Asset Management, among other firms. Joyce is based in Rye Brook, NY. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and various advisory programs, including model portfolios and a digital advisory solution.

Kathleen Lumetta is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at TD Private Client Wealth LLC, PFS Investments Inc., Natwest Group, and HSBC. Lumetta was also previously the owner of a cost consulting business operating under the name Schooley Mitchell of Roslyn. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach centers on Charles Schwab’s standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.