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., holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2022 and previously spent 12 years at TIAA-CREF. He serves on the board of the nonprofit Mt Olivet Cemetery. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture model with affiliated and third-party platforms, offering discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions.

Anthony Amalfitano is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining VOYA in 2014, he has been self-employed as a tax preparer since 1985. Additionally, he is active as an independent insurance agent specializing in fixed insurance sales and life insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary investment management through a large network of representatives and utilizes a combination of in-house and external strategies supported by technology-enabled tools.

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 in education, nutrition, and government security. Outside of his advisory role, he serves as a men's assistant ice hockey coach at SUNY Erie Community College. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a combination of in-house and third-party strategies through both advisory and broker-dealer channels, with a focus on client-directed investment decisions supported by technology-enabled tools.

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 at Oppenheimer with 34 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for RBC Capital Markets Corporation for 12 years before joining Oppenheimer in 2020. Roth serves as a trustee and co-trustee of employee-related irrevocable and revocable trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and retirement consulting, with a notable portion of assets managed on a non-discretionary basis.

Elaine Potash is a financial advisor with Private Advisor Group, LLC, holding CFP® and ChFC® designations and over 34 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously held roles at Founders Financial Securities, Transamerica Financial Advisors, and Equitable Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive portfolio management and financial planning services, offering proprietary and third-party investment solutions through a fiduciary-based advisory model.

Richard Adler is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, and Fusion Financial Group. He has also maintained a long-standing association with Kass & Jaffe CPAs since 1982. 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. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody services, implementing portfolios through internal models or third-party platforms.

Joel Greenberg is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2009 and has been involved with B & B Financial Services since 2000. In addition to his advisory role, he sells non-Guardian health and term insurance. Primerica Advisors is part of Park Avenue Securities LLC, which serves individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services through various proprietary and third-party investment programs, combining traditional and digital solutions.

Evan Tepper is a financial advisor at Guardian Life with 23 years of industry experience. He has been with Guardian Life Insurance Co of America since 2010. Tepper holds a Series 63 designation and sells fixed annuities outside of Guardian as part of his other business activities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and uses a combination of proprietary and third-party model portfolios.

Antonio Alves is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Richard Elliott is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 16 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is a mortgage broker and occasionally pursues compensated musical activities. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Katherine Agrillo is a financial advisor at CWM, LLC with the designations ChFC® and Series 63. She has over two decades of industry experience, having previously worked at The Pinnacle Financial Group and LPL Financial, and operates Multiplex Planning dba Agrillo Financial Group. 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 more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis supported by an in-house Investment Committee.

Mark Raffa is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 35 years of industry experience. His prior work includes long tenures at Metlife Securities Inc. and MassMutual Investors Services. In addition to his advisory role, he serves as a defensive driver instructor with the Empire Safety Council and advises on college funding seminars. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Maria Ocampo is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Premier Asset Solutions Inc., Nylife Securities, LLC, and New York Life Insurance Company. Ocampo operates Ocampo Financial Strategies, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Adrienne Alexander is a CFP® professional with three years of industry experience. She is currently affiliated with Commonwealth Financial Network and has prior experience at Holbrook Wealth Advisors and US Wealth Greenwich. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and technological support to its affiliated advisors.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved with Marios Pizzeria and Farmingdale State College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

James Dowling is a CFP® and ChFC® with 23 years of industry experience. He is currently with Hightower Advisors and has prior experience at MassMutual Insurance Co. and Altium Wealth Management. Dowling is also licensed to sell insurance products through MassMutual. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

M Jonathan Adler is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities, Guardian Life Insurance Co, and Strategies for Wealth since 2006. Outside of his advisory role, he is involved in the sale of group medical insurance and serves as a power of attorney in trust-related family matters. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.