Harvey Spira is a financial advisor at Sowell Management in New York, NY, holding Series 63 and Series 65 licenses with 42 years of industry experience. He previously worked at PresCap Advisors, Virtue Capital Management, National Securities Corp, and National Asset Management. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, and unified managed account solutions through a network of over 100 independent advisory representatives.

Omar Rajjoub is a financial advisor at Arete Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ocean Capital and HudsonPoint. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Zacariah Fustgaard is a financial advisor at Root Financial Partners with two years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network, Longwave Financial, and several other firms. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan relationships. The firm employs a diversified, passive investment approach using index funds and ETFs, with tailored portfolios that may include specialized strategies for clients with complex needs.

Paul Messina is a financial advisor at Alexander Capital Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Capital Wealth Management since 2018. Prior to this, he worked at Alexander Capital, LP beginning in 2015. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis and manages discretionary accounts with both long- and short-term trading strategies.

Henry Renard is a financial advisor at Corient with five years of industry experience. He has been with Corient and its affiliated entities since 2023, and prior to that, he worked at Inverness Counsel, Inc. for 48 years. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Giuseppe Leone is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Infinex Investments, Apple Bank, and Ameriprise Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Michael Barrett is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Citigroup since 2018 and previously worked at Yelp from 2016 to 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

John Dubois is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following 19 years at Nori, Hennion, Walsh, Inc. He also serves as trustee of the John R. & Nancy H. Dubois Family Trust, overseeing its administration. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Sean Knowles is a financial advisor with OSAIC Institutions, Inc. based in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Infinex Investments, Amalgamated Bank, Cathay Securities, American Trust Investment Services, Wells Fargo Advisors, and Chase Investment Services Corp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its investment adviser representatives.

Thomas D'angelo is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a large integrated financial group to offer tailored wealth solutions and a range of specialized programs.

Ryan Gibbons is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Morgan Stanley and Rockefeller Financial, before joining Guardian Life in 2026. Gibbons is also associated with Sequent (Florida) LLC, where he spends time on wealth planning and insurance business activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Wilhelmina Joseph is a financial advisor at Steward Partners Investment Advisory, LLC with 54 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including Raymond James Financial Services and Wells Fargo Advisors. Joseph operates out of New York, NY. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs.

Yolanda Santiago Irizarry is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles and commercial arrangements.

Stephen Soviero is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023, following multiple roles at AJ Wealth. Prior to his advisory career, he spent time at Fairfield University. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs and offers specialized services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

Michael Chiarella is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including National Life and Rim Securities LLC. Chiarella is also an insurance agent with National Life Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and specialized instruments, with a service model that includes both discretionary and non-discretionary management.

Roger Soo is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds the Series 63 designation and has been associated with Equity Services, Inc. since 1995. Outside of advising, he is a partner in a children's clothing boutique. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Hope Streeter is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and seven years of industry experience. She has worked at Eagle Strategies LLC since 2022 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2021. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with both retail and institutional clients within the New York Life affiliate structure.

Glendon Marcelle is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He has been with TD Private Client Wealth since 2020 and has held various roles at TD Bank N.A. since 2015. 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 TDIS clients. The firm offers portfolio management, financial planning support, and access to a range of investment options through a platform combining strategic and tactical asset allocation with both affiliated and third-party managers.