Christopher Tortora is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include five years at Voya Financial Advisors and multiple positions at Guardian Life and Park Avenue Securities. He is also involved in advising on term and universal life insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory service.

George Haydock III is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2012 to 2018 before joining TIAA-CREF in 2018. Outside of his advisory role, he serves as a board member for a local volunteer fire department and leads motorcycle adventure tours in New England. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of managed account programs, including customized portfolios and model-based strategies, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Helene Rude is a CFP® professional with three years of industry experience, currently serving with Stratos Wealth Partners, Ltd. She has been affiliated with Stratos Private Wealth and LPL Financial LLC since 2018. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a range of advisor-managed and model-based investment strategies through an open-architecture platform and provides various financial planning and retirement consulting services.

Enrico Indelicato III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in developing Cifico, a web-based software that converts financial spreadsheets into animated visuals. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Neal Baumann is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2009. Baumann serves as a board member of Aging in America, Inc., a nonprofit organization providing services to the elderly. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing a range of portfolio strategies monitored by an Investment Strategy Committee.

Charles Scarallo is a CFP® with Wealthspire Advisors in Melville, NY, where he has worked since 2016. He has five years of industry experience. Outside of his advisory role, he manages CKAS Equipment LLC, a heavy equipment acquisition business involved in a cooperative rental platform. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, employing an institutional-style asset allocation framework with diverse investment vehicles and ongoing client monitoring.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 designations. He has five years of industry experience and has worked at New York Life Insurance and NYLIFE Securities LLC. His background also includes roles outside the financial sector, such as positions with Adelphi University and the Town of Hempstead. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and leads roles in MirQuest Financial, LLC and MirQuest Insurance Services, LLC, where he is involved in sales, recruiting, training, and supervising agents as well as business planning and marketing. Syed is also a partner in Vista Marketing Partners LLC, focusing on strategic growth and insurance carrier contracting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, offering a range of discretionary and non-discretionary programs that include in-house and third-party model portfolios as well as ongoing financial consulting.

Connor De Graff is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott intermittently since 2021. He also has experience at Temple University and briefly at Fatfish. 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 through brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Fabiana Coelho is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities, BNY Mellon, and Bank of America Merrill Lynch. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Kenneth Horowitz is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Primerica Advisors since 2009. His prior experience includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved with Integrated Benefit Consultants, LLC, an entity focused on benefit consulting. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a variety of proprietary and third-party investment programs and platforms.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including 12 years at TIAA-CREF and his current roles at Stratos Wealth Partners and LPL Financial since 2022. He serves as a non-profit board member for Mt Olivet Cemetery in Maspeth, NY. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

Anthony Amalfitano is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and 34 years of industry experience. He has been with VOYA since 2014 and has also operated as a self-employed tax preparer since 1985. Outside of advising, he is an independent insurance agent involved in the sale of life insurance and fixed annuities. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of financial planning and investment services through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Craig Moss is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank for over a decade prior to joining Janney Montgomery Scott. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Daniel Wendt is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Voya, he worked at Oakfield-Alabama and held positions at Notre Dame High School, General Nutrition Center, and the Transportation Security Administration. Outside of his advisory role, he serves as a men's assistant ice hockey coach at SUNY Erie Community College and operates as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through various program structures, with a predominance of non-discretionary, recommendation-based client relationships.

Basil Hussein is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at CitiGroup since 2019, with prior positions at JP Morgan Securities LLC, JP Morgan Chase Bank, Ameriprise Financial Services Inc., and Best Buy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains institutional-scale operations including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Brandon Paolillo is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds a Series 66 designation and has held positions at Merrill, Bank of America, and First Republic Investment Management prior to joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s investment approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

David Roth is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Oppenheimer in 2020. Roth serves as trustee and co-trustee of family trusts. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm uses strategic and tactical asset allocation with a range of investment options and offers both discretionary and non-discretionary management programs.