Carlos Villar is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Sterling National Bank. Villar is based in Ossining, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and integrates both discretionary and non-discretionary approaches.

Kristin Fletcher is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Neuberger Berman, LLC from 1998 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and offers a range of investment solutions, including direct portfolio management, third-party managers, and personalized managed accounts.

Adam Rolewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2001. Outside of his advisory role, he is involved with The Opus Foundation, which raises funds for local charitable organizations through events like golf outings and wine tastings. Park Avenue Securities LLC, operating 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 a range of brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party managed portfolios.

Marc Mirabella is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and Park Avenue Securities since 2009. Outside of his advisory work, he serves as a volunteer firefighter with the Elmsford Fire Department. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

James Stevens is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Oppenheimer in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a member of the Family Advisory Board for the Yale New Haven Cystic Fibrosis Clinic, contributing to patient and family support initiatives. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with an emphasis on both discretionary and non-discretionary management programs.

Ryan Cron is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has held positions at Guardian Life, Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients with brokerage services, financial planning, and a range of investment advisory programs, offering both discretionary and non-discretionary options that include model portfolios and digital advisory solutions.

Christine Hyla is a financial advisor at Hightower Advisors with 16 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her prior work includes roles at CMG, Equitable Advisors, and AXA Advisors. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers across various investment vehicles and strategies.

Michael Oakley is a Certified Financial Planner (CFP®) with 36 years of experience in the financial industry. He is currently affiliated with OSAIC Institutions, Inc. and has previously worked at Apple Bank, Infinex Investments, Inc., and Citigroup Global Markets. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan consulting, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary asset management.

Dillon Frame is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Primerica Advisors. Outside of his financial advisory roles, he has been involved with the Village of Irvington for over a decade. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals with connections to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary portfolio management, utilizing model portfolios and customized strategies under a fiduciary standard.

Mindy Fisdel is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. She holds a Series 66 designation and has six years of industry experience. Her prior roles include positions at Ann Taylor and Wells Fargo Institutional Retirement & Trust. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a focus on non-discretionary assets and fiduciary responsibilities to retirement plan investors.

Richard Parry is a CFP® with 37 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Liberty Wealth Advisors LLC and CETERA Advisor Networks LLC. Parry is active in nonprofit and community organizations, serving as secretary of the Highland Green Foundation and as a committee member of both the Financial Planning Association of Connecticut and the First Presbyterian Church in Stamford. Prime Capital Financial is an enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and maintains affiliated accounting and family office practices.

Kimberly Trimmer is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Affinity FCU, LPL Financial LLC, Raymond James Financial Services, and Lakeland Financial. Outside of her advisory role, she also works as a bookkeeper in a non-investment-related capacity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research, swap dealer activities, and bespoke solutions for very large clients.

Anu Sharma is a financial advisor at Osaic Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Sharma is also the principal and founder of Rivertown Investment Advisor, a sole proprietorship focused on financial planning and portfolio management. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of services including investment management, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a mix of proprietary and third-party platforms.

Todd Levy is a CFP® with 21 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance, Guardian Life, and Altium Wealth Management. Outside of his advisory role, he is chairman of the board for Hockey in Harlem, a nonprofit serving underserved children, and operates an organic farm as a sole proprietor. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to various investment vehicles, supported by proprietary research and operational resources.

Erik Scherr is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at MetLife Securities Inc. and Mass Mutual Investors Services. He also sells insurance products outside of Guardian when appropriate. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Owen Ashley is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Investment Management Services LLC and New York Life Insurance Company. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services and manages a large participant base relative to its advisor headcount.

James Pigot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at LPL Financial and KPMG, as well as a position at SUNY Binghamton School of Management. He provides administrative support to several independent investment advisor firms affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, utilizing multiple analytical approaches and access to third-party asset managers and turnkey asset management platforms.

George Croonquist is a Series 63 credentialed advisor with Janney Montgomery Scott in Hackensack, NJ, bringing 63 years of industry experience since starting at the firm in 1963. He has served as a board member and former chairman of the Hackensack Meridian Medical Center and its foundation for over 40 years. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in‑house and third‑party portfolio management across multiple investment programs.

Magdalena Gala Hunter is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at TD Bank and its affiliates since 2014. 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, utilizing a range of managed portfolios with both affiliated and third-party sub-managers.

Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.