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.

James Sahagian is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and also provides investment advisory and financial planning services through Ramapo Wealth Advisors. Outside of his advisory work, he is involved in a family-owned Unishippers franchise, assisting with financial matters and general guidance. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management solutions alongside financial planning and consulting services.

Margot Tubul is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and KeyBank. Tubul also has experience with the Soref JCC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee offerings and separately managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and due diligence of third-party advisory products.

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.

Jennifer Levine is a Series 65-licensed financial advisor with NewEdge Advisors, where she has worked since 2025. Prior to joining NewEdge, she held roles in the education sector, including positions at East Ramapo Central School District and Pamapo Indian Hills Regional High School. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Bruce Laxer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 42 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory role, he is involved as a co-owner and trustee in private entities related to property management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Salvatore Leone is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 registrations and possessing 22 years of industry experience. His prior work includes roles at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he serves as a director at Apex Petrochemical, Inc. and is a board member of Saker Energy Systems Incorporated, both in the energy sector. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, with custodial and advisory platforms provided by Pershing and Envestnet.

Anastasia Lombardi is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and Chase Investment Services Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Craig Castner is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Cetera Advisor Networks, Woodbury Financial Services, H. Beck, Inc., LSQ Inc., LPL Financial, and American Funds. He is also involved in Actuarial Retirement Services LLC, a business focused on setting up and maintaining 401(k) plans for small business owners. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.

Matthew Alfonzetti is a financial advisor at Farther with seven years of industry experience. He holds the Series 66 designation and has previously worked at Truvium Capital and Truvium Financial. Outside of his advisory role, Alfonzetti is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory–based approach, using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and select independent managers.

Pramvera Ruiz is a financial advisor with Janney Montgomery Scott in Montvale, NJ, holding Series 63 and Series 66 licenses and 21 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 14 years before joining Janney Montgomery Scott in 2023. Outside of advising, she is a co-owner of a rental property in Fair Lawn, NJ. 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, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs.

Evan Heller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities since 2015 and Guardian Life Insurance since 2014. Outside of his advisory role, he is involved in insurance sales beyond Guardian products. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with a broad network of advisors.

Frank Loscalzo is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, having worked at Guardian Life since 1991. Outside of his advisory role, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered 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, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Rita Ciero is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets, Inc. since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and is notable for its combination of large institutional scale and specialized market roles.

John Fitzsimons IV is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Carson Wealth and CWM since 2025. Fitzsimons is the owner of Anabasis, Inc., a consulting business, and has served in the US Army National Guard since 2003. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, managing accounts on a discretionary basis using model portfolios and multiple investment strategies.

Daniel Steinberg is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and currently based in Tarrytown, NY. He has been with Commonwealth and its affiliated entities since 2025. Outside of his advisory work, he is a partial owner and manager of a family investment LLC, where he oversees tax filings and facilitates tax-related payments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, access to third-party managers, and custody services.

Erika Maynard is a financial advisor with TIAA-CREF, holding a Series 66 designation and 14 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining TIAA-CREF in 2020. Outside of her advisory role, she owns a residential property that occasionally operates as a short-term rental. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized and model-based investment solutions within a vertically integrated structure.

Donna Hernandez is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has been with the firm since 2007 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns a rental property in Hawthorne, NY, which she manages jointly with her husband. Citigroup Global Markets serves a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory and execution services. The firm utilizes multi-asset, multi-manager strategies with comprehensive internal oversight and also provides specialized roles such as swap dealing and futures commission merchant services.

Christoph Stadler is a financial advisor at Sanctuary Advisors, LLC with two years of industry experience. He previously worked at Edward Jones and Thrivent Financial, and prior to his advisory career, he spent several years at Schenker Inc and DB Schenker. Stadler holds the Series 66 designation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisors and emphasizes a range of discretionary and non-discretionary investment solutions tailored to client objectives.

Donald Sullivan III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company of America, Bank of America, and Merrill. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and fee-based advisory services along with financial planning and consulting. The firm uses a mix of proprietary model portfolios, third-party managers, and digital advice solutions to implement its investment strategies.