Cara Turano is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and provides both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His previous roles include positions at Empire Financial Partners and Ameritas Life Insurance. Outside of advisory work, he is involved in several business ventures including leading Integrated Hr, Inc., which sells health insurance and fixed insurance products, and partnering in a transportation service for home care agency employees. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Justin Kimmel is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 66 and Series 63 registrations. He has four years of industry experience, including roles at NYLife Securities LLC and New York Life. Prior to his advisory career, he worked in catering and held academic positions. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations, managing the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Bruce Lombardi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rockefeller Capital Management since 2011. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Adam Cline is a CFP® and ChFC® with 28 years of industry experience. He has been with Primerica Advisors since 2012 and also maintains a role with Guardian Life Insurance Co of America. In addition to his advisory work, he is involved in insurance activities outside of Guardian. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base through both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates multiple account-level solutions, managing approximately $15 billion in regulatory assets under management.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at various companies including Payarc LLC and Laguna Beach Sober Living, the latter reflecting involvement in the recovery services sector. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Mark Cirelli is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with Osaic Advisory Services, LLC, where he has been since 2024 following a 15-year tenure at American Portfolios Financial Services, Inc. In addition to his advisory work, Cirelli serves as president of North Shore Wealth Management Advisors, Inc., a firm specializing in financial planning, insurance, tax planning, and consulting services. Osaic Advisory Services, LLC is an SEC-registered adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm provides a range of investment management and financial planning services through multiple program models, with custody arrangements primarily through Schwab and Fidelity.

Peter Marsigliano is a financial advisor at Independent Financial Partners with a Series 66 credential. He has less than one year of industry experience. Prior to his current role, his work history includes positions at First Rise Investments, FedEx, and various other roles including time as a student at the University of Connecticut. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Alexander Tantleff is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank since 2020. His prior experience includes roles at AXA Advisors and J.P. Morgan from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting a broad spectrum of client needs from workplace accounts to ultra-high-net-worth portfolios.

John Kim is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and eight years of industry experience. His previous roles include positions at JP Morgan Securities, Wells Fargo Clearing, and New York Life Insurance Company. Outside of his advisory work, he owns K Points Guy LLC, a venture that provides travel tips focused on maximizing credit card points and travel destinations. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis.

Naveen Joshi is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He has been associated with Park Avenue Securities since 2015 and Guardian Life Insurance Company of America since 2004. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms, supporting various account types and lending solutions.

Janet Hayes is a financial advisor at Oppenheimer with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Hayes serves as a trustee of the Louis J. & Doris Lombardi Foundation. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Nina Barbarino is a financial advisor with Empower Advisory Group in King’s Park, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes service at GWFS Equities, Inc. since 2022 and a sixteen-year tenure at Prudential Insurance Company of America and Prudential Investment Management Services. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform linked to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors, supporting a large client base relative to its advisor count.

Christopher Walkley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held various roles at Morgan Stanley entities from 2008 to 2017. 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, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs utilizing both in-house and third-party portfolio management.

William Witt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds the Series 63 designation. Janney Montgomery Scott 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Geoffrey Beringer is a financial advisor with Janney Montgomery Scott in Darien, CT, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he serves as president of the Myles M. Beringer Foundation and is involved in community service through leadership positions with the Darien Rotary and the United Church of Rowayton. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base that includes individuals, families, trusts, corporations, and charitable organizations. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs and maintaining in-house custody and trustee capabilities.

Caleb Pointdujour is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to his current role beginning in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios through its TD Managed Portfolios and related offerings.

Donna Mannarino is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has held her current position since 2007. Her credentials include the Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a large institutional scale with specialized market roles.