Jeffrey Mctiernan is a financial advisor with Valic Financial Advisors, holding Series 63, Series 65, and Series 66 credentials and 25 years of industry experience. He has worked at Valic Financial Advisors since 2011 and is also an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Kristin Hall is a financial advisor with Principal Financial Services, holding a Series 66 credential and bringing 24 years of industry experience. She has been with Principal Financial Services since 2005 and Principal Life Insurance Company since 2004. Outside of her advisory role, she serves as a bank officer at Principal Bank and Principal Trust Company to support retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

John Sulit is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and 25 years of industry experience. He has been with HSBC and its affiliates since 2006, serving in roles at HSBC Bank USA and HSBC Securities. He is also a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory duties. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary platforms. The firm employs a multi-profile investment process supported by affiliated asset managers and custodians, with an emphasis on both non-discretionary and discretionary portfolio management.

Edwin Griswold Jr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include 13 years at Lincoln Financial Advisors Corp and a lengthy period as a self-employed financial professional before joining Integrated Wealth Concepts and LPL Financial in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that combine internal management and third-party asset managers with a primarily long-term investment focus.

Daniel Giaimo is a CFP® certificant with 27 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial since 2015 and has been involved with ITI Strategies since 2003. Giaimo serves as President and CEO of Giaimo & Company, Inc., a tax preparation and accounting firm. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and a proprietary WealthSuite separately managed account program.

Jennifer Patten is a CFP®-designated financial advisor with Commonwealth Financial Network, where she has worked since 2005. She has 24 years of industry experience. Patten is also a co-owner of Prosperity, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

John Reece is a CFP®, CFA®, and Series 66-registered financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Williams Jones Wealth Management, LLC and Fisher Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Devone Mc Leod is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Triad Advisors, Reby Advisors, and KeyBank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active managers with quantitative and fundamental research.

Timothy Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 25 years of industry experience. He 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 and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and supports large-scale institutional roles including swap dealer and futures commission merchant activities.

Jonathan Alviar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Equitable Advisors. He is the owner of Insightful LLC, a consulting venture focused on data organization using tools like Microsoft Power BI, though the company has not yet engaged in business activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Patrick Lennon Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2015. Outside of his advisory role, he is involved with Lennon Associates II, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Matthew Costa is a financial advisor at Oppenheimer with 21 years of industry experience. He has been with Oppenheimer since 2004 and holds the Series 66 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with various investment vehicles, and acts as a qualified custodian for client assets.

Dennis Schmidt is a financial advisor at &Partners with Series 63 and Series 65 licenses and 48 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 15 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with portfolios managed by its advisors or selected third-party managers.

Michael De Matteo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. He has been with Wealth Enhancement Advisory Services and its predecessor, Wealth Enhancement Group, since 2020 and previously worked at 10-15 Associates from 2014 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Adam Seifts is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2020. Prior to and concurrently, he has been associated with 10-15 Associates and Purshe Kaplan Sterling since 2010. Outside of his advisory roles, he is a licensed agent for Jackson National Life Insurance of New York, recommending fixed annuities when suitable for clients. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active managers, overseen by an internal Investment Committee.

Gaetano Carillo is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of portfolio implementation options including low-cost ETFs, separate account managers, and private funds.

Jonathan Moulton is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2000. In addition to his advisory role, he is president and secretary of GNM Holding, Inc., a corporation he inherited. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs a mix of strategic and tactical asset allocation across various investment strategies and supports both discretionary and non-discretionary advisory relationships.

Michael Bakker is a financial advisor with Commonwealth Financial Network and a managing partner of Flourish Wealth Advisors, where he has worked since 2018. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, trading, technology, compliance, and practice management support.

Daffodil Reid Alexander is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 63 license and seven years of industry experience. She has been with Bankers Life in various capacities since 2010 and is also involved in an online drop shipping business for bags operated with her husband. Additionally, she works as a real estate salesperson assisting buyers and sellers. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in their investment approach.

Mark Kirby is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and a range of investment vehicles tailored to client objectives.