Edward Cleary is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a wide range of investment advisory programs and broker-dealer execution and custody services, employing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

Jordan Strickland is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior work includes roles at LifeCare Diagnostic Imaging and Changebridge Medical Associates. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Jay Choi is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2005. In addition to his advisory role, he is president of JC Financial Group, Inc., which provides tax accounting, filing services, and property and casualty insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management.

Maria Blessing is a financial advisor at Citigroup Global Markets with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including J.P. Morgan Securities, Muriel Siebert & Co., Inc., and Ameriprise Financial. 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 unique market roles, including in-house research and futures commission merchant services.

Jeffrey Sutton is a CFA® charterholder with 22 years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having joined in 2024. His prior experience includes roles at Citigroup and Oppenheimer. He serves on the State Street Investment Management Advisory Council, providing insights on client challenges and product feedback. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Matthew Gruseke is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Bienville Capital Management, Keefe, Bruyette & Woods Inc, and Fieldpoint Private Securities LLC. 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 through a Private Advisor model and a consolidated investment platform, additionally operating as a registered broker-dealer that provides placement and investment banking services.

James Foti is a CFP® professional with 37 years of industry experience, currently serving with Primerica Advisors and Park Avenue Securities. His prior roles include positions at Guardian Life Insurance Company from 2015 to 2018 and ongoing affiliations with Guardian Life and Park Avenue Securities since 2018. In addition to his advisory work, he occasionally implements insurance products outside of Guardian to meet client needs. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a variety of investment strategies and account services.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

David Gabay is a CFP® professional with 43 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held roles at several firms including Commonwealth Financial Network, Cetera Advisors LLC, and Investors Capital Corporation. Gabay also operates a business under the name Pinnacle Planning Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a variety of portfolio management approaches and platforms.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. His practice specializes in providing custom wealth management services, strategies, and advice for senior executives and families navigating significant life events and transitions. The group has been recognized on Barron's Top 50 Private Wealth Management Teams list and is known for advising clients on a range of areas including investment management, wealth transfer, credit, philanthropy, and family office services. Anthony's expertise includes concentrated wealth management and estate planning aimed at preserving wealth across generations while enhancing diversification. Anthony began his career with Merrill in 2007 and has earned multiple accolades, including being listed as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes from 2017 through 2023 and recognized among the Top 40 Advisors under 40 by Financial Planning Magazine in 2022 and 2023. He holds a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as an MBA in Management, both from Iona College. He also maintains the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. Outside of his professional work, Anthony is involved in his community as a member of the Iona University Alumni Board and has served on the Board of Trustees for John S. Burke Catholic High School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Declan Thall is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Pergola Haus and Egans and Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and employs various investment and planning methodologies but does not provide individual security recommendations as part of its standalone planning service.

Danny Dable is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, JP Morgan Chase, and Hudson Bay Capital. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Vincent Cucuzza is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His prior work includes six years at METLIFE. Outside of advising, he is also licensed as an insurance agent, offering a range of insurance products including life, health, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements, using firm-approved analytical tools to recommend investment strategies without discretionary authority.

Kevin Mangam is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and has operated the Mangam Agency since 2015. In addition to advisory services, he is involved in non-variable insurance sales, including health, life, and group insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research resources.

William Tripodo is a Series 66-licensed financial advisor with Morgan Stanley, bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial solutions.

Michael Wray is a CFA® charterholder with 13 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. He serves on the advisory board of Korean K9 Rescue, a charity that re-homes dogs from Korea, where he provides advice and volunteers at events. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and provides non-discretionary services through a select group of Wealth Advisors.

Lukasz Janko is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has previously worked at Merrill, Bank of America, Key Investment Services, and Santander Securities. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Goldstein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and possessing nine years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he volunteers with Select Human Services, a nonprofit agency in Pleasantville, New York, and owns a real estate property management business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

Dale Akinla is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Akinla serves on the investment committee for St. Matthew's Episcopal Church in Bedford, New York, where he reviews investment policy guidelines and monitors the church’s endowment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.