Naomi Tanabe is a financial advisor at Truist Advisory Services with 27 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and People’s United Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager‑selection program using both discretionary and non‑discretionary approaches, supported by third‑party platform and manager arrangements.

Chunlong Yang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior work includes roles at Altera Digital Health and AllScripts, along with over a decade at World Financial Group, INC. He is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, managing substantial discretionary and non-discretionary assets while providing integrated retirement and recordkeeping solutions.

Thurman Ransom is a financial advisor with Voya Financial Advisors, Inc., holding a Series 63 designation and over 31 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as an independent insurance agent involved in the sale of fixed insurance products and is a vice president and partner in a billing and loan-related S-corporation. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to provide tailored investment recommendations through a broad network of advisors.

Taylor Nissi is a CFP® with 11 years of industry experience and is currently with Integrated Wealth Concepts LLC. His prior experience includes roles at Farther Finance Advisors, Pleasant Street Wealth Advisors, and Wells Fargo Advisors. In addition to his advisory work, he is licensed to sell fixed insurance. Integrated Wealth Concepts LLC serves a diverse client base including individuals, families, trusts, and businesses, offering discretionary investment management and financial planning through a network of independent advisors. The firm uses a mix of mutual funds, ETFs, individual equities, and fixed income in customized portfolios and combines enterprise-scale resources with a range of model and wrap fee options.

Howard Marsh is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at CITI Private Bank since 2025. Prior to joining Citigroup, he spent nine years with Prevu, Inc., where he also acts as an independent contractor conducting real estate sales outside of business hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research capabilities, operating at a large institutional scale with distinctive market roles.

Nicholas Domino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been associated with Guardian Life since 2013 and Park Avenue Securities since 2018. Outside of his advisory role, he writes disability insurance cases for MetroDi and works as an independent contractor with Lion Street focusing on life and disability insurance. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client solutions through both advisor-led discretionary management and model-based strategies, alongside access to proprietary and third-party advisory programs.

Paul Kupchok is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 registrations. He has 25 years of industry experience, including prior roles at LPL Financial, LLC and Reby Advisors, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a combination of proprietary and third-party investment strategies and technology platforms.

Angelo Petito Jr. is a financial advisor with Money Concepts Capital Corp in Chester, NY, holding a Series 63 designation and over 33 years of industry experience. He has worked at Money Concepts Capital Corp since 2003 and has prior experience with McCall Abstract Corp. and Bears Stearns and Company. Outside of his advisory role, he owns Hudson Valley Accounting, Inc., a tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, utilizing model portfolios, third-party sub-advisers, and ongoing financial planning to serve its approximately 14,700 clients.

Christopher Doherty is a financial advisor with Citigroup Global Markets, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at Citibank since 2019 and previously spent five years with LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke solutions for high-net-worth relationships.

Charles Croonquist is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2000. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Douglas Strahle is a Series 66-registered financial advisor with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities and has prior experience at LPL Enterprise, Pruco Securities, and New York Life affiliates. Outside of finance, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and institutions. The firm offers both advisor-led discretionary and model-based investment strategies, supported by proprietary programs and third-party platforms.

Frank Petrilli is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 credentials and 31 years of industry experience. His career includes roles at Apple Bank, Infinex Investments, Citigroup, HSBC Securities, Merrill, and Banc of America Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan consulting, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a notable lending marketplace and third-party promoter arrangements.

Jina Hong is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2017. Outside of her advisory role, she assists with banking transactions and translation at a family-owned dry cleaning business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and provides customized discretionary solutions supported by in-house research and extensive institutional resources.

Rosanna Coviello is a financial advisor at Empower Advisory Group with a Series 66 credential and six years of industry experience. She has worked at several firms, including UBS Financial Services and Gladstone Wealth Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

John Fetherston is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Bank of America, N.A. for 12 years and Merrill for 33 years. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Nicholas Astore is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He previously attended Virginia Polytechnic Institute and State University and has worked at Park Avenue Securities since 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored client services including discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Andrew Hite is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He also serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable institutional capabilities including in-house research, derivatives services, and bespoke discretionary solutions for large relationships.

Frank Barone is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Royan Ramkissoon is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has been with Citigroup Global Markets since 2015 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Benzion Jaffe is a financial advisor with TIAA‑CREF in Hackensack, NJ, holding a Series 66 designation and one year of industry experience. Prior to joining TIAA‑CREF, he worked at Prudential Financial, Inc. for five years and has also held roles in communications firms. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing retirement plan relationships. The firm combines point-in-time planning services with ongoing discretionary management and operates as an adviser to a donor-advised fund within a vertically integrated structure.