Oliver Davis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent time at the University of Rhode Island. He is also an independent insurance agent and a partner in a small business handling technology issues. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by offering financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to manage client assets, primarily through non-discretionary relationships.

Joseph Palumbo is a financial advisor at Farther with five years of industry experience. He has previously worked with Truvium Capital Partners, LLC and Truvium Financial. Palumbo is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs and mutual funds.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Jeffrey Mastrianna is a CFP® professional with 37 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held positions at The Colony Group, GYL Financial Synergies, Charles Schwab, Chase Investment Services, and Fidelity. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Ashley Schexnaildre is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs since 2019, following roles at United Capital Financial Advisers. Additionally, she serves as a trustee of a family trust, a role involving limited duties outside of investment activities. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, leveraging integrated expertise across the broader Goldman Sachs organization.

Elwood Davis is a financial advisor at Corient with 25 years of industry experience. He has been with Corient and Corient Services LLC since 2025 and maintains a long-term role with Northeast Financial Consultants, Inc., dating back to 1999. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates proprietary strategies with third-party management and uses risk management tools and stress testing to align portfolios with client objectives.

Joseph Long is a financial advisor with Guardian Life in Rye Brook, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he serves as a board member for the Union College NYC Alumni Club. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes advisor-led discretionary management combined with model-based strategies and provides access to proprietary and third-party advisory solutions.

Michele Johnson is a Series 65-licensed advisor with Integrated Wealth Concepts LLC in Norwalk, CT, and has been with the firm since 2026. She also owns and operates Mercury Business Associates, an accounting services business she has managed since 2005. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm uses customized portfolios with mutual funds, ETFs, equities, and fixed income, employing both long-term and shorter-term strategies, and sponsors various wrap-fee programs including its internally managed and third-party recommended options.

Gary Blum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2022. Outside of his advisory role, he is involved in offering life, disability, long-term care, and annuity products with other carriers. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Michael Tanney is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He previously worked at Bank of America Merrill Lynch from 2013 to 2024 before joining Charles Schwab and Schwab Wealth Advisory. Outside of his advisory role, he owns and manages a condominium rental property. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, with client-tailored recommendations and executed trades authorized by clients.

Judith Havard is a CFA® charterholder with 17 years of industry experience. She is currently with Stratos Wealth Partners, Ltd., where she has worked since 2026. Prior to joining Stratos, she spent 17 years at Yhb Investment Advisors Inc. and one year at Johansen Group, Inc. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that supports independent adviser representatives and offers customized portfolio management with an open-architecture investment approach.

Scott Tasch is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Mass Mutual Insurance Company and Altium Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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 a range of financial planning, consulting, and educational services.

Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 14 years of industry experience. His work history includes roles at GWFS Equities, Inc., and entrepreneurial activity with Hashim Design NYC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

Eileen Suppo is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of her advisory role, she operates as an independent insurance agent, focusing on the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory services through a large network of representatives, utilizing a combination of in-house and third-party strategies and technology-enabled tools.

Robert Pruett is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience and has worked continuously with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending solutions.

Gregg Padilla is a CFP® professional at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked at Benemark, Inc. for 27 years before joining Mercer Global Advisors, where he has been since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a mix of ETFs, index funds, separate account managers, and other strategies, supported by educational content and a variety of affiliated service lines.

Whitney Bullard is a financial advisor at TIAA-CREF with CFP® and Series 66 designations. Based in Stamford, CT, Whitney has been with TIAA since 2015 and with TIAA-CREF since 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Kenneth Fliegel is a financial advisor at Citigroup Global Markets with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2019. Prior to that, he was with Legg Mason & Co., ClearBridge Investments, and Legg Mason Investor Services from 2005 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security pricing, swap dealer and futures commission merchant operations, and specialized lending and discretionary solutions for very large clients.

John Ross is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been associated with Guardian Life and its affiliated companies since 1995, including 27 years specifically at Guardian Life. Outside of his advisory role, he is licensed as a health insurance consultant and engages in insurance product activities beyond those offered by Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.