Edward Pejanovic is a financial advisor with Citigroup Global Markets in Stamford, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NYLIFE Securities LLC, New York Life Insurance Co., and Webster Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains large institutional capabilities alongside specialized market roles.

Lynn Vernillo is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 16 years of industry experience. She has worked at firms including MERRILL LYNCH from 2007 to 2017, Wells Fargo Clearing Services LLC from 2017 to 2020, and ProHealth Cardiology since 2021. Vernillo is based in Garden City, NY. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Peter Klein is a CFA® charterholder with 40 years of industry experience, currently serving at Hightower Advisors since 2013. Prior to joining Hightower, he worked at UBS Financial Services for nine years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

William Katz is a financial advisor with Guardian Life in Garden City, NY, holding a Series 63 designation and over 34 years of industry experience. He has been with Guardian Life and its affiliated companies since 1992. Katz serves as a trustee for two family trusts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offers access to proprietary and third-party advisory solutions, and integrates insurance products and alternative investments through its connection with Guardian Life.

Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

John Marshall is a CFP® and CFA® with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through multiple programs, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Richard Schmidt is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 designations and has 42 years of industry experience. He has been associated with Eagle Strategies since 2005 and operates under the DBA RSA Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Maino is a financial advisor with Guardian Life in Roslyn, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Guardian Life and its affiliated entities since 2009 and previously at Park Avenue Securities and NRL Wealth. Outside of advisory work, he occasionally provides consulting services in the chemical industry. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to a diverse client base including individuals, high-net-worth clients, and institutional sponsors. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Joshua Kroitor is a financial advisor with Citigroup Global Markets. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including over a decade at Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles such as acting as a swap dealer and futures commission merchant.

Christopher Careri is an investment advisor representative with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Eagle Strategies since 2005 and New York Life since 2000, and operates under the business name Premier Asset Solutions Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Aaron Cahill is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Voya in 2019, he worked at INFICON, Inc. Outside of his advisory role, Cahill is involved in lacrosse as an assistant coach for the Ireland Men’s Senior National Team, director of alumni operations for Ireland Lacrosse North America, and head varsity boys lacrosse coach at Westhill Central School District. 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 retirement advisory services through a network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists with technology-enabled tools.

Michael Randone is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, including roles at both Citibank and Citigroup Global Markets. Outside of his advisory role, he is a partner at Apollo Visionary Ventures LLC, an investment entity involved in real estate in Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies supported by internal oversight and combines large institutional scale with unique market roles and commercial arrangements.

Joseph O Donnell is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having eight years of industry experience. His prior work includes nine years with Moore Capital Management. Outside of his advisory role, he is involved in business planning for a group benefits provider working with a union fund. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and providing access to proprietary programs and third-party platforms.

Kirsten Helmers is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, planning, and advisory services.

John Lang is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Guardian Life and its affiliates since 1996 and currently operates at Park Avenue Securities. Outside of his advisory role, Lang is involved in corporate benefit design for closely held businesses and serves as an owner and member of Cambium Protection LLC, a property and casualty insurance firm. Park Avenue Securities LLC, part 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 provides tailored client services through advisor-led discretionary management, model-based strategies, and a combination of proprietary and third-party solutions, with access to insurance products and alternative investments.

Courtney Ingraham is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to joining Hightower, she held positions at firms including Northwestern Mutual and Barnum Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm emphasizes multi-manager solutions and proprietary research, offering a range of portfolio management and consulting services.

Kelly Ogiba is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning their advisory career in 2026. Prior to joining WEAS, Ogiba worked at the Wealth Enhancement Group since 2019 and at TD Bank NA from 2016 to 2019. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Thomas Cordovano is a CFP® professional with 41 years of industry experience, currently serving at Corient. His prior roles include positions at La Ferla Group LLC and Purshe Kaplan Sterling Investments. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

Oliver Abel V is a Series 66 licensed financial advisor at Citigroup Global Markets with eight years of industry experience. His career includes roles at Merrill, Bank of America, Arnold Worldwide, Glenmede Trust Company, and New York University’s Leonard N. Stern School of Business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies with internal oversight and provides specialized services such as derivatives and futures trading, lending secured by advisory assets, and bespoke discretionary solutions for large clients.

Glenn Gordon is a financial advisor with GWN Securities Inc. in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is active as a life insurance agent, analyzing insurance needs and recommending appropriate policies including long-term care and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset allocation and legacy market-timing and momentum-based strategies.