Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Altium Wealth Management and Guardian Life. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Antonina Vicari is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for six years. Outside of advising, she is involved in real estate through co-ownership of residential rental properties in Astoria, New York. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, with a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary platforms and maintains in-house research and specialist market functions.

William Marbit is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, bringing 19 years of industry experience. He has been associated with both firms since 2004 and 2006 respectively. Outside of his primary roles, he is licensed to sell insurance products with companies other than Guardian. Park Avenue Securities LLC, a subsidiary of The 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Anthony Bianchi is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Guardian Life since 2017 and previously spent ten years with Park Ave Securities and Guardian. In addition to his advisory role, Bianchi is a licensed attorney in New York, representing clients in non-investment related legal matters, and holds a property and casualty insurance license to assist clients with their coverage. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

Yewchang Chow is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrent roles at Nylife Securities LLC and NYL Insurance Company dating back to 2013 and 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, 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.

Wu Qu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Anthony Roderick is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. His professional background includes roles at Citibank and Converse, as well as a four-year period at Northeastern University. He is based in New York, NY. 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 and maintains large institutional scale combined with specialized market roles and arrangements.

David Glaser is a CFP® and ChFC® with 21 years of experience in the financial services industry. He is affiliated with Eagle Strategies (New York Life) and has worked with both NYLIFE Securities and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a large advisory network within an integrated New York Life structure.

Shane Racette is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at TD Bank N.A., Della Subaru of Plattsburgh, and UFirst FCU. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of affiliated and third-party investment managers.

Lindsey Ferguson is a financial advisor with NewEdge Advisors in Greenwich, CT, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. Her career includes roles at Mid Atlantic Capital Corporation, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. She serves as an advisory board member at Campus Cover Pro Services, assisting in business development and capital raising. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of services and employs multiple program structures combining in-house and third-party management, supported by technology tools and centralized due diligence.

Jimmy Lazos is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 8 years of industry experience. He has worked at various divisions within Citigroup, including the Private Bank and Global Markets, since 2016, with a brief period of unemployment between 2024 and 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and pricing activities, supporting a combination of large institutional scale and specialized market roles.

Albert Marquez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding a Series 66 designation and 27 years of industry experience. He has been with Eagle Strategies since 2011 and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company dating back to 1998. Outside of his advisory work, he serves as a non-public FINRA arbitrator in personal time. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through various program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria within an integrated New York Life affiliate structure.

Teagan Haddad is a financial advisor at Citizens Securities, Inc. in New York, NY, holding a Series 66 license with three years of industry experience. Prior to joining Citizens Securities, Haddad worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Outside of finance, Haddad previously operated a small business, Zita's Homemade Ice Cream, for seven years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

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.