Conner Decker is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his advisory role, he was involved with Decker Tape Products for six years and currently serves as an officer of a family-owned business that sells snack products. He also works as an independent contractor in insurance sales outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing access to insurance products, alternative investments, and a range of integrated financial planning and consulting solutions.

Mark Giordano is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at firms including Independent Financial Partners and Private Portfolio Partners. In addition to his financial advisory roles, Giordano has been an attorney since 2012 through his law firm, The Giordano Law Firm, PC, and is involved in film production outside the investment industry. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms while providing access to various managed account solutions and third-party managers.

Michael Hecht is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group since 2014 and has prior experience at LPL Financial LLC, 1717 Capital Management Company, and UBS Financial Services. Outside of his advisory role, Hecht is involved with ECH Financial LLC, a non-investment-related business entity. 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 offers a range of managed account solutions, including proprietary and third-party programs.

Tyler Hayden is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience with multiple firms including Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services. Outside of finance, he has worked with Sportika Multisport Academy and Arcadia University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides a range of brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a variety of integrated financial and operational solutions.

David Aranowitz is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and no prior industry experience. His background includes diverse roles across education, development, and technology sectors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across multiple asset classes.

Mark Szwagulinski is a financial advisor at TD Private Client Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at Morgan Stanley, E*TRADE Capital Management LLC, and Harrisdirect LLC. 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 clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Stephen Littenberg is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including tenures at National Asset Management, Inc. and National Securities Corp, as well as Voya Financial Partners, LLC. He conducts his investment advisory services under the business names Scholar Wealth Management and Scholar 401k Solutions. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting among other services. The firm employs a fiduciary-based advisory model and utilizes technology platforms and third-party managers to implement a variety of investment strategies.

Franklin Smith Jr. is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial and CUNA Mutual Group. He also provides administrative support to Private Advisor Group as a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and programs.

Raymond Bolleia is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. He is based in Morristown, NJ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary and third-party platforms and employs a fiduciary-based advisory model that incorporates multiple investment strategies.

Lesley Draper is a financial advisor at Corient with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including RegentAtlantic and Citigroup Global Markets. Draper has been with Corient and its related entities since 2019. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, continuously monitoring portfolios with risk management tools to align with client objectives.

Michael Green is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, GYL Financial Synergies, Wechter Feldman Wealth Management, and TD Ameritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm adopts an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Matthew Amelio is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 credentials. He has 13 years of industry experience and has held roles at Nexus Wealth Strategies LLC, M.R.A. Financial Group LLC, NYLife Securities LLC, and New York Life Insurance Company. He also operates his own firms offering New York Life products and brokering insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Ryan Casey is a financial advisor with Guardian Life holding a Series 66 designation and four years of industry experience. His prior roles include positions at Park Avenue Securities and Simon Quick Advisors, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, insurance products, and alternative investments.

Brian Mc Govern is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 65 license and six years of industry experience. He is also a partner in McGovern Garry LLC, a CPA firm providing tax and consulting services, and serves as an uncompensated board member of QuantumXchange, Inc. Mr. McGovern offers tax advice and preparation services separately from his investment advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining client goals and risk tolerances with a range of investment strategies and technology platforms, often utilizing third-party managers and wrap programs.

Jimmy Brey is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup Global Markets since 2014, with additional experience at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, security pricing, and activities as a swap dealer and futures commission merchant.

Corrado Spezzacatena is a CFP® with 24 years of industry experience, currently with Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. Outside of advisory work, he is the CEO of prefGrab, Inc., a business he founded that focuses on business organization and development. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

Matthew Masterson Jr. is a CFP® with 10 years of industry experience, currently serving at Corient. He previously worked at RegentAtlantic for eight years. He is involved with the Morris Educational Foundation, where he serves on the Finance Committee overseeing the organization’s finances and investments. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies, third-party managers, and customized asset allocation, with ongoing portfolio monitoring and risk management.

Jeffrey Boyer is a financial advisor at Corient with 19 years of industry experience. He holds a Series 65 designation and has worked at Corient and its related entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Haorong Huang is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He has been with Citigroup Global Markets since 2013. Huang holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing a range of discretionary and non-discretionary portfolio solutions.

James Galbraith III is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 license. He has 34 years of industry experience, including previous roles at LPL Financial, Raymond James Financial Services, Steward Partners, Wells Fargo Clearing, and A. G. Edwards & Sons. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary advisory model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.