William Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Steward Partners organization since 2017, as well as roles outside the financial sector including positions at Indeed.com and Hardwork Communications. 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, financial planning, and managed account services through both discretionary and non-discretionary portfolio management options.

Joseph Koehler is a financial advisor with Private Advisor Group, LLC and holds the CFP® certification. He has 33 years of industry experience, including over 20 years with LPL Financial. Koehler is also involved with a technology company, Reewire Holdings Pte Ltd, on a limited basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides both discretionary and non-discretionary services through its proprietary platforms and third-party managers.

Nicholas Miradoli is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities. Outside of financial services, he has held roles at Strathmore Vanderbilt Country Club and Manhasset Secondary School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through discretionary and non-discretionary mandates, combining proprietary and third-party model strategies, along with access to insurance products and alternative investments.

Yomarie Letriz Ruiz is a financial advisor with TD Private Client Wealth LLC, holding a Series 65 credential and five years of industry experience. She has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.

Stephane Lasher is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with VOYA and its affiliates since 2005. Outside of his advisory role, Lasher serves as president of the Westhill Booster Club, overseeing decisions regarding financial assistance for school athletics programs. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, institutional clients, and charitable organizations. The firm uses client-centered investment policy statements and a combination of in-house and external strategies, with a focus on mostly non-discretionary management and technology-enabled tools.

Yuet Fu Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining Citigroup in 2021, Lee worked at firms including Cetera Investment Services, Cathay Bank, CommunityAmerica Financial Solutions, Raymond James Financial Services, the United Nations Federal Credit Union Advisors, and HSBC Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant functions, supported by extensive in-house research and oversight.

William Sidari is a CFP® certified financial advisor at Steward Partners Investment Advisory, LLC with four years of industry experience. His background includes roles at Steward Partners affiliates since 2022, as well as prior work at Reliant Medical Group and UPS. He also has experience in education, having worked at Colgate University and in public schools. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through customized portfolio management and third-party strategies.

Justin Perrotta is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked at JP Morgan Chase for two years and has held positions at Tufts University, Northwell Health, United Parcel Service, and Fordham Preparatory School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Howard Hirsch is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Anthony Dipaola is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 26 years of industry experience. He has held roles at Ameritas Advisory Services and affiliated companies since 2008 and is involved in multiple ventures including serving as CEO of National Wealth Group, where he focuses on recruiting and training efforts nationally. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Michael Alexander is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds the PFS™ designation, as well as Series 63 and Series 65 licenses. His work history includes positions at Holbrook Wealth Advisors, LPL Financial, US Financial Advisors, and Kolbrenner & Alexander, LLC. Outside of advising, he is involved in tax preparation and general accounting through Kolbrenner & Alexander, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, who typically provide advice under Commonwealth’s supervision.

Harrison Wall is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Advisors, Columbia Threadneedle Investments, Fidelity Investments, and ParsonsKellogg. 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 unique market roles, including functioning as a swap dealer and futures commission merchant.

Robert Mc Namara is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2026. His prior experience includes roles at S&P Global and Equitable Distributors, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofit organizations. The firm provides a range of financial planning and consulting services, investment management using proprietary and third-party platforms, and access to insurance and alternative investment products.

Nicholas Petrucelli is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has previously worked with Northeast Financial Network and Eastshore Group. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Isa Abdur Rahman is a financial advisor with Guardian Life and holds a Series 66 designation. Though new to the industry, he has prior experience at Guardian Life Insurance Company and Park Avenue Securities, and previously worked with Row New York Inc. and Port Rowing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored client relationships and a range of financial planning and consulting solutions.

Dylan Curran is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Altium Wealth Management. His career includes roles at Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Napatree Capital LLC, Fidelity, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and various specialized programs.

Ivan Watanabe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He serves as a board member of the Holy Cross Alumni Association and Brooks School, participating in alumni engagement and educational initiatives. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary programs, with client relationships tailored by investment adviser representatives to meet a range of financial planning and consulting needs.