Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 14 years of industry experience. His work history includes roles at GWFS Equities, Inc., and entrepreneurial activity with Hashim Design NYC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Eileen Suppo is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of her advisory role, she operates as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of representatives, utilizing a combination of in-house and third-party strategies and technology-enabled tools.

Robert Pruett is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience and has worked continuously with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending solutions.

Whitney Bullard is a financial advisor at TIAA-CREF with CFP® and Series 66 designations. Based in Stamford, CT, Whitney has been with TIAA since 2015 and with TIAA-CREF since 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

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.

John Ross is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been associated with Guardian Life and its affiliated companies since 1995, including 27 years specifically at Guardian Life. Outside of his advisory role, he is licensed as a health insurance consultant and engages in insurance product activities beyond those offered by Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Anders Scapoli is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. He has been with Hightower since 2022 and has prior experience at Westchester Hills Golf Club and Mansion on Broadway. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

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.

Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Tyler Burns is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. and UBS Financial Services. 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 advisory and portfolio management solutions.

Anastasia Lombardi is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Matthew Alfonzetti is a financial advisor at Farther with seven years of industry experience. He holds the Series 66 designation and has previously worked at Truvium Capital and Truvium Financial. Outside of his advisory role, Alfonzetti is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory–based approach, using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and select independent managers.

Rita Ciero is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets, Inc. since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and is notable for its combination of large institutional scale and specialized market roles.

John Fitzsimons IV is a financial advisor at Carson Wealth with one year of industry experience. He holds a Series 65 designation and has a background that includes working at Oliver Wyman and serving in the US Army National Guard since 2003. Fitzsimons is also the owner of Anabasis, Inc., a consulting business. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and offers customized investment solutions.

Daniel Steinberg is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY, and has one year of industry experience. He has worked with Commonwealth and affiliated firms since 2025. Outside of his advisory role, he is a partial owner and manager of a family LLC that serves as an investment ownership vehicle, where he reviews tax filings and facilitates payments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Donna Hernandez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with the firm since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns a rental property in Hawthorne, NY, which she manages jointly with her husband. Citigroup Global Markets serves a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory and execution services. The firm utilizes multi-asset, multi-manager strategies with comprehensive internal oversight and also provides specialized roles such as swap dealing and futures commission merchant services.

O. Beringer is a financial advisor at Janney Montgomery Scott with three years of industry experience. They hold a Series 66 designation and have worked previously in roles at Convergent 3D, Keystone Fireworks, Stamford Yacht Club, and Darien YMCA. Janney Montgomery Scott is a nationally registered broker-dealer and 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 a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Richard Hassan is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates from 2016 to 2022. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

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.

Naomi Tanabe is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and People’s United Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program using both discretionary and non‑discretionary approaches, supported by third‑party platform and manager arrangements.