Thurman Ransom is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and over 31 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as an independent insurance agent involved in the sale of fixed insurance products and is a vice president and partner in a billing and loan-related S-corporation. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to provide tailored investment recommendations through a broad network of advisors.

Taylor Nissi is a CFP® with 11 years of industry experience and is currently with Integrated Wealth Concepts LLC. His prior experience includes roles at Farther Finance Advisors, Pleasant Street Wealth Advisors, and Wells Fargo Advisors. In addition to his advisory work, he is licensed to sell fixed insurance. Integrated Wealth Concepts LLC serves a diverse client base including individuals, families, trusts, and businesses, offering discretionary investment management and financial planning through a network of independent advisors. The firm uses a mix of mutual funds, ETFs, individual equities, and fixed income in customized portfolios and combines enterprise-scale resources with a range of model and wrap fee options.

Howard Marsh is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CITI Private Bank since 2025. Prior to joining Citigroup, he spent nine years with Prevu, Inc., where he also acts as an independent contractor conducting real estate sales outside of business hours. 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 in-house research capabilities, operating at a large institutional scale with distinctive market roles.

Nicholas Domino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been associated with Guardian Life since 2013 and Park Avenue Securities since 2018. Outside of his advisory role, he writes disability insurance cases for MetroDi and works as an independent contractor with Lion Street focusing on life and disability insurance. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client solutions through both advisor-led discretionary management and model-based strategies, alongside access to proprietary and third-party advisory programs.

Stephen Polizzi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at Neuberger Berman and Mass Mutual Life Insurance Company. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated private market offerings.

Paul Kupchok is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 registrations. He has 25 years of industry experience, including prior roles at LPL Financial, LLC and Reby Advisors, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a combination of proprietary and third-party investment strategies and technology platforms.

John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Doherty is a financial advisor with Citigroup Global Markets who holds Series 63, 65, and 66 designations and has 16 years of industry experience. He has worked at Citibank since 2019 and previously spent five years at LPL Financial. 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 through both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles, including operating as a swap dealer and futures commission merchant.

Christopher Benton is a financial advisor with Rockefeller Financial LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Rockefeller Capital Management, he worked at Morgan Stanley and Harley Capital. Benton’s background also includes community involvement through roles at the Wakeman Boys and Girls Club and local schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer platform and provides a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Douglas Strahle is a Series 66-registered financial advisor with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities and has prior experience at LPL Enterprise, Pruco Securities, and New York Life affiliates. Outside of finance, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and institutions. The firm offers both advisor-led discretionary and model-based investment strategies, supported by proprietary programs and third-party platforms.

Frank Petrilli is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and 31 years of industry experience. His career includes roles at Apple Bank, Infinex Investments, Citigroup, HSBC Securities, Merrill, and Banc of America Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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, operating a hybrid adviser/broker-dealer model with a notable lending marketplace and third-party promoter arrangements.

Andrew Hite is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He also serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Frank Barone is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Royan Ramkissoon is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has been with Citigroup Global Markets since 2015 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Holland Sullivan Jr. is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 designations and 17 years of industry experience. His prior roles include positions at Merrill and Register Financial Advisors. Outside of finance, he is a managing member of Black Gold Productions, a family-owned children’s entertainment concept. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and execution capabilities, catering to a broad range of clients from workplace investors to ultra-high-net-worth individuals.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2012. He serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios using strategic asset allocation, manager selection, and periodic portfolio reviews.

Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes positions at Northwestern Mutual Wealth Management Company, National Financial Network, and Prudential. Outside of his advisory role, he holds a minority ownership interest in Lord Hobo Brewery. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments.

Cody Sikorski is a financial advisor at Principal Financial Services with CFA® and Series 66 credentials and two years of industry experience. He previously worked at Interactive Brokers Group from 2015 to 2023. Sikorski also serves as a consultant for FINPPASS Financial Stewardship, assisting in the creation and implementation of investment portfolios. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Patrick O Gara is an advisor at Guardian Life and holds Series 65 and Series 63 designations with two years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

John Horton Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc and JPMorgan Chase Bank from 2009 to 2019, as well as previous stints at Rockefeller Financial and Rock & Co LLC. 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, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.