Hakan Uludag is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Steven Brown is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Sterling National Bank, LPL Financial, and Capital One Advisors. He is also a notary public in New York, providing document notarization services to clients. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory program platforms with custody and execution services from Pershing or Schwab.

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Alain Landais is a CFA® charterholder with 16 years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed at Park Ave Securities and Guardian Life Insurance. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Alejandro Azuaje is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. His background includes work with Ameriprise Financial Services, Inc. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Patrick De Tolla is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at National Life Group, Cetera, and Cetera Wealth Services, LLC. Outside of advising, he was involved in the brewing industry with Port Jeff Brewing Company from 2021 to 2025. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently collaborates with third-party asset managers, combining predominantly long-term strategies with options for shorter-term trading.

Philip Capell is a CFP® professional with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Piermont Wealth Management Inc. for over two decades. Outside of advisory work, he provides minimal legal services through his own practice. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using both passive and active managers and offers a range of financial planning, asset management, and specialized consulting services.

Gregg Reutter is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He previously worked at Royal Alliance Associates, INC. for ten years and OSAIC for one year. In addition to his advisory work, he has served as a lieutenant with the New York Police Department since 1986. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions.

Nicholas Russo is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding a Series 63 designation and eight years of industry experience. He has been with GWN Securities since 2017 and previously worked at Island Pet from 2014 to 2016. In addition to his advisory role, Russo is licensed to sell life and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment strategies, including legacy market-timing and momentum-based programs.

George Fiederlein is a CFP® with 11 years of experience in the financial industry. He is currently with Oppenheimer and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Invest Financial Corporation, and Osorio & Cimbal. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, retirement services, and private-fund management.

Christine Telesco is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Michael Kresh is a CFP® with 40 years of industry experience, currently affiliated with Commonwealth Financial Network since 2020. He has previously worked at Royal Alliance Associates, Inc. for 30 years and owns Creative Wealth Management LLC, which he has operated since 2003. He is also the author of the book *You Can Afford To Retire*. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors access to diverse investment products and proprietary model portfolios.

Lawrence Scharf is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining Steward Partners in 2026, he spent ten years at Raymond James and Associates. He is president of LS Holdings, LLC and Red Roses LLC, overseeing investment and management activities for both entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered 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 through both Steward Partners-branded and third-party solutions.

Cristoforo Caccavale is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at GOGov, Stony Brook Medicine, Intellishift, and Brookhaven National Laboratory. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs supported by both strategic and tactical investment management approaches.

William Cheshire Jr. is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds a Series 63 designation and has worked at National Life Group and Equity Services since 2014. Outside of his advisory role, he is involved in health and property and casualty insurance brokerage. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that incorporate long-term strategies alongside options for shorter-term trading, utilizing a network of third-party asset managers and model portfolios.

Michael Bernabeo is a financial advisor with Primerica Advisors based in Long Beach, NY, holding the ChFC® designation and Series 63 license. He has 27 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as an executor and healthcare agent for a family member’s will. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management through a mix of discretionary and non-discretionary strategies and supports various account-level services including lending and donor-advised funds.

Cara Turano is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and provides both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jiahong Yan is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Realta Investment Advisors and Securities America. Yan is also the owner of Forstrum Wealth Management, where he manages client assets and works as a fixed insurance agent. Independent Financial Partners is an enterprise firm with a decentralized advisory model, serving tens of thousands of individual, charitable, corporate, and high-net-worth clients through a network of approximately 261 advisors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on formal retirement-plan advisory and pension consulting capabilities.

Giuseppe Imbriano is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds a Series 63 designation and has held various roles in financial services and insurance since 2006, including leadership positions at Integrated Hr, Inc and ownership of Integrated Wealth Solutions Inc. Outside of advisory work, he is a partner in Direct Care Carrier, LLC, which provides transportation services for home care employees in New York. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Adam Rude is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2017, and has been associated with LPL Financial, LLC since 2004. He is involved in the operation of Lob Planning Group, a firm that provides insurance services including permanent life, long-term care, and disability insurance. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, providing both advisor-managed and model-based portfolios with active monitoring and multi-custodian asset allocation.