Keith Snyder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 25 years of industry experience. His work history includes positions at Mutual Service Corporation and a long tenure at both Guardian Life and Park Avenue Securities since 2006. Outside his primary roles, he is involved in selling insurance independently and is a member of Aurelian Wealth Strategies, a business activity unrelated to investment advising. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a variety of lending and consulting tools.

Kenneth Alter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes over a decade with both firms, focusing on wealth management and financial planning. Outside of his advisory roles, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities, a subsidiary of 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 delivers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships and access to insurance products and alternative investments.

Joseph Soricelli is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and bringing 37 years of industry experience. He also has a background in insurance and real estate, operating Aging Issues Management LLC and serving as a Senior Real Estate Specialist with Coldwell Banker Signature Properties. Soricelli has been with Private Advisor Group since 2005 and has worked with LPL Financial since 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers various managed account solutions, integrating technology platforms and third-party managers.

Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Peter Curtin is a financial advisor at HSBC Securities (USA) Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2013. Curtin also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm employs a diversified investment process using multiple risk profiles and partners with affiliated and third-party providers for fund selection and account services.

Barry Carron is a financial advisor with Guardian Life and holds the ChFC® and Series 63 credentials. He has 28 years of industry experience and has worked with both Guardian Life and Park Avenue Securities in various roles since 1983. Barry also brokers insurance and annuity sales through The Carron Group, a business he has operated since 1976, and markets credit card processing services to retailers in a sales capacity. Park Avenue Securities LLC, where Barry is affiliated, provides 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 and offers tailored client relationships through a suite of proprietary and third-party solutions.

Jason Leonard is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including long-term tenure at New York Life Insurance Company since 2000. Outside his advisory role, he owns a custom clothing business and creates motivational content shared on social media platforms. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Frances Jung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has been with Citigroup since 2018, following earlier roles at Michael's and Circle In the Square Theatre School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Thomas Gibson is a financial advisor at TD Private Client Wealth LLC with a Series 66 credential and one year of industry experience. His prior work includes roles at LPL Enterprise LLC and several years in education and fitness. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody through third-party custodians.

Daniel Galvin is a financial advisor with Hightower Advisors, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Shikiar Asset Management, Inc. and Mariner Wealth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing proprietary research and a range of investment strategies across traditional and alternative asset classes.

Evan Galbraith is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, following prior roles at First Command Advisory Services and First Command Financial Planning. Outside of his advisory role, he was involved in a personal service corporation established to provide care for his mother during her final years. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary management options and integrates services from KeyCorp affiliates, offering wrap-fee programs and ancillary insurance products.

Dennis Rodgers is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at PNC Bank and extensive employment with Marriott. Rodgers also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his current firm, where he engages in the sale of bank products alongside his advisory duties. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment solutions, employing a multi-profile risk approach combined with global asset management and fund due diligence services.

Berenice Dupiton is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2022 and has prior work experience including a role at All Star Security. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles.

Thomas Pallogudis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is the founder of Women on the Verge, an initiative focused on promoting stories of women and providing financial literacy related to life challenges. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services, supported by its affiliation with Guardian Life and access to various insurance products and alternative investments.

Katrina Luca is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at IBM and WFGIA and maintains an active CPA license, occasionally assisting friends with tax preparation. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers to implement investment strategies.

Prakriti Chadha is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Fidelity and Fidelity Personal and Workplace Advisors prior to joining TIAA-CREF in 2022. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered retirement plans, as well as trusts, estates, and other small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

David Carlor is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Citizens Securities in 2023, he worked for Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company from 2018 to 2023, and also has experience at Bank of America Merrill Lynch and MoneyTalk Workshops. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program using ETF-based portfolios and a Managed Account program.

Paul Bucci is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Altium Wealth Management and Balanced Growth Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Eli Moallem is a financial advisor with NewEdge Advisors in Montvale, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at GWM Advisors LLC, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Outside of advising, he has served as a campaign manager and political committee member involved in local and congressional campaigns. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Jillian Torluccio is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, and Cetera Financial Group. Her current roles at Principal include positions at both Principal Financial Services and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.