Oliver Davis is a Series 66 licensed financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent four years affiliated with the University of Rhode Island. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated and third-party strategies, and offers both discretionary and non-discretionary account management.

Joseph Palumbo is a financial advisor at Farther with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Farther in 2025, he worked at Truvium Capital Partners, LLC and Truvium Financial. Outside of his advisory role, Palumbo is a partner in several special purpose vehicles, including AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm uses a Modern Portfolio Theory approach with algorithmic model portfolios and focuses on ETFs, mutual funds, individual equities, and fixed income investments.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Ashley Schexnaildre is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously at United Capital Financial Advisers, LLC from 2016 to 2019. She serves as a backup trustee of a family trust in Trumbull, CT. Goldman Sachs Wealth Services advises a broad range of clients including individual investors, executives, corporate participants, and institutional clients, providing financial planning and portfolio management alongside specialized wealth and executive programs. The firm uses strategic and tactical allocation models with discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem for expanded product access and research capabilities.

Joseph Long is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Primerica Advisors since 2013. Long also serves on the Board of Directors for the Union College NYC Alumni Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Gary Blum is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. In addition to his advisory work, he is involved in an outside insurance business offering life, disability, long-term care, and annuity products. Park Avenue Securities 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, employing proprietary and third-party investment strategies along with financial and business consulting solutions.

Michael Tanney is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including an 11-year tenure at Bank of America Merrill Lynch. Outside of his advisory role, he manages a real estate property as a non-agent owner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Judith Havard is a CFA® charterholder with 17 years of industry experience. She currently works at Stratos Wealth Partners, Ltd., having joined the firm in 2026 after 17 years at YHB Investment Advisors Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with roughly $18.6 billion in assets under management. The firm offers a range of advisory services including advisor-managed and model portfolios, third-party manager programs, and various financial planning options, employing an open-architecture investment approach supported by a network of independent investment adviser representatives.

Scott Tasch is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Mass Mutual Insurance Company and Altium Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and 22 years of industry experience. His prior experience includes nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust, a role unrelated to his investment activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and institutional clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including model portfolios and a hybrid digital advisory solution.

Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His work history includes roles at GWFS Equities, INC, New York Life Investments, and entrepreneurial experience running Hashim Design NYC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Eileen Suppo is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Voya Financial Advisors since 2014. In addition to her advisory role, Suppo operates as an independent insurance agent involved in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage and insurance product distribution. The firm employs a mix of affiliated strategies, third-party managers, and commission-based product sales within its dual-registered investment adviser and broker-dealer structure.

Robert Pruett is a financial advisor at Guardian Life with 22 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate to clients’ financial needs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients.

Whitney Bullard is a financial advisor at TIAA-CREF with CFP® and Series 66 designations. Based in Stamford, CT, Whitney has been with TIAA since 2015 and with TIAA-CREF since 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Kenneth Fliegel is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2019. Prior to that, he was with Legg Mason & Co., ClearBridge Investments, and Legg Mason Investor Services from 2005 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealer and futures commission merchant operations, and specialized lending and discretionary solutions for very large clients.

John Ross is a financial advisor with Primerica Advisors in Rye Brook, NY, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a long-standing association with The Guardian Life Insurance Company since 1995. Outside of his advisory role, Ross is licensed as a health insurance consultant by the New York Department of Financial Services. Primerica Advisors operates as part of Park Avenue Securities LLC, serving 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 supported by proprietary and third-party investment programs, and it manages approximately $15 billion in regulatory assets under management.

Anders Scapoli is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. He has been with Hightower since 2022 and has prior experience at Westchester Hills Golf Club and Mansion on Broadway. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Jeremiah Buden is a CFP® and ChFC® with 12 years of industry experience. He is currently with Lincoln Investment and has previously worked at Agia and Valic Financial Advisors. He serves on the advisory committee for The Gotham Fund, a nonprofit endowment supporting the Gotham Knights Rugby Football Club. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and operates as both an SEC-registered RIA and a broker-dealer, managing a mix of in-house and third-party investment strategies.

Christopher Davis is a financial advisor at &Partners with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a FINRA disciplinary panelist and is a trustee for his son's investment trust. &Partners serves a diverse client base, including individuals, institutions, retirement plans, and charitable organizations, offering both advisory and brokerage services. The firm employs a range of investment strategies through proprietary models and third-party managers, and it operates with a combination of roles uncommon among large enterprises, including broker-dealer, RIA, and municipal advisor functions.

Tyler Burns is a financial advisor at Steward Partners Investment Advisory, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. and UBS Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management solutions.