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.

Thurman Ransom is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. He holds a Series 63 designation and has been with Voya since 2014. Outside of his advisory role, he serves as an independent insurance agent and is a vice president and partner at BRST Inc., an S-corporation involved in billing and loans. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing predominantly non-discretionary, recommendation-based relationships.

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 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citi Private Bank in 2025, he worked for nine years at Prevu, Inc. Outside of his advisory role, Marsh also works as an independent contractor in real estate brokerage with Prevu Real Estate LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including operations as a swap dealer and futures commission merchant.

Nicholas Domino is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has worked with Park Avenue Securities since 2018 and Guardian Life Insurance Company of America since 2013. Outside of his advisory roles, he is involved in writing disability insurance cases through MetroDi and serves as an independent contractor for life and disability insurance with Lion Street. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and supports various account-level services such as lending solutions and donor-advised funds.

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, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior experience includes roles at LPL Financial, MML Investors Services, and MassMutual Life Insurance Company. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through a variety of platforms.

Angelo Petito Jr. is a financial advisor with Money Concepts Capital Corp in Chester, NY, holding a Series 63 designation and over 33 years of industry experience. He has worked at Money Concepts Capital Corp since 2003 and has prior experience with McCall Abstract Corp. and Bears Stearns and Company. Outside of his advisory role, he owns Hudson Valley Accounting, Inc., a tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, third-party sub-advisers, and ongoing financial planning to serve its approximately 14,700 clients.

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 at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes five years at LPL Financial before joining Citibank in 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke solutions for high-net-worth clients.

Christopher Benton is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Harley Capital. 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 portfolio management, financial planning, and consulting services, and functions as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Douglas Strahle is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Park Avenue Securities, LPL Enterprise, and Pruco Securities LLC. Outside of his financial career, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs including both proprietary and third-party strategies.

Frank Petrilli is a financial advisor at OSAIC Institutions, INC. with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Apple Bank, Infinex Investments, Inc., Citigroup, and HSBC Securities (USA) Inc. His current role is based in Larchmont, NY. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions, with a notable emphasis on non-discretionary assets and integrated lending and cash-management platforms.

Nicholas Astore is an advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities. His background includes education roles at Virginia Polytechnic Institute and State University, Wahconah Regional High School, and Nessacus Regional Middle School. 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 with financial planning, retirement consulting, and advisory programs.

Andrew Hite is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He 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 several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

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 at Citigroup Global Markets with 17 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked with Register Financial Advisors, Register Financial Associates, Inc., and DeltaWing Technology Group, Inc. Outside of his advisory work, he is a managing member of Black Gold Productions, LLC, a family-owned children’s entertainment center concept. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions including separately managed accounts, mutual funds, ETFs, alternatives, and exposure to digital-asset products.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Meskunas serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning programs. The firm utilizes various investment approaches, including strategic and tactical asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 31, 2025.