Mark Jaffe is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 using internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary programs.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

Kenneth Harper is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 credential and 23 years of industry experience. He has previously worked at LPL Financial, Invest Financial Corp., and Booth Financial Associates. Harper serves as a board member and bookkeeper for the Newtown Rotary Club Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.

Edward Cleary is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007, following two years at Citicorp Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

Jordan Strickland is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior work includes roles at LifeCare Diagnostic Imaging and Changebridge Medical Associates. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Jay Choi is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2005. In addition to his advisory role, he is president of JC Financial Group, Inc., which provides tax accounting, filing services, and property and casualty insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management.

Michael Littmann is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and International Aromatics Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation through TD Managed Portfolios and partners with both affiliated and third-party sub-managers.

Ralph Margel is a CFP® with 39 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2004 and was previously with Margel Wealth Management from 1991 to 2026. He currently is affiliated with Omnica Wealth since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

Maria Blessing is a financial advisor at Citigroup Global Markets with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including J.P. Morgan Securities, Muriel Siebert & Co., Inc., and Ameriprise Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant services.

Jeffrey Sutton is a financial advisor with Citizens Securities, Inc. in Tarrytown, NY, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Citigroup and Oppenheimer. He serves on the State Street Investment Management Advisory Council, providing input on client challenges and product feedback. Citizens Securities serves a broad retail clientele, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program alongside managed accounts, operating as a broker-dealer and insurance agency under Citizens Bank ownership.

John Kakolewski is a CFA® charterholder with 19 years of industry experience. He is currently with RBC Rochdale, LLC and has worked with Rochdale Investment Management LLC and Rim Securities LLC since 2006. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools such as the Galaxy asset-allocation model and Monte Carlo simulations to tailor portfolios to clients' investment policies.

Paul Orazio is a CFP® with 42 years of experience in financial advisory services. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2017. Prior to that, he spent 13 years at National Planning Corporation and has been operating Orazio Financial since 1991. 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, technology, and operational support, allowing advisors discretion to construct portfolios from diverse securities and insurance products while also offering managed model portfolios through its Investment Management and Research team.

James Foti is a CFP® professional with 37 years of industry experience, currently serving with Primerica Advisors and Park Avenue Securities. His prior roles include positions at Guardian Life Insurance Company from 2015 to 2018 and ongoing affiliations with Guardian Life and Park Avenue Securities since 2018. In addition to his advisory work, he occasionally implements insurance products outside of Guardian to meet client needs. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a variety of investment strategies and account services.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

Timothy Murphy is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup, Charles Schwab, LPL Financial, and MBO Partners. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a range of strategic and tactical portfolio approaches combining affiliated and third-party sub-managers.

David Gabay is a CFP® with 43 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes prior roles at Commonwealth Financial Network, Cetera Advisors LLC, Pinnacle Planning Group, Connecticut General Life Insurance Company, and Investors Diversified Services. He also operates the Pinnacle Planning Group as a separate business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a broad network of independent financial professionals. The firm provides multiple investment strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary options tailored to client objectives.

Traci Tabback is a financial advisor with UBS Financial Services in Paramus, New Jersey, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as treasurer and officer for Alpine Home and School Administration, supporting fundraising for enrichment and extracurricular activities at Alpine Elementary School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and asset allocations.

Nishant Sharma is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. He provides guidance on a range of financial matters including investing, retirement planning, and saving for unforeseen expenses. Additionally, Mr. Sharma offers access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Mr. Sharma holds the Chartered Retirement Planning Counselor (CRPC) designation. He earned both a Bachelor's Degree and a Master of Business Administration (MBA) from Guru Nanak Dev University. His approach involves partnering with clients to identify what matters to them and their families in order to create tailored financial strategies.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. He provides custom wealth management services, strategies, and advice for senior executives and families at the crossroads of transitions and significant life events. His practice focuses on areas such as college education planning, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Carpentieri holds a Bachelor's Degree in Finance, Business Economics, and Legal Studies and an MBA in Management, both from Iona College. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. He began his career with Merrill in 2007 and has been recognized as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes for multiple years, as well as being part of the Erdmann, Giannetti, Brookfield, Carpentieri group ranked among Barron's Top Private Wealth Advisory Teams. He is involved in the community, serving on the Board of Trustees for the Alumni Association of Iona University and previously on the Board of Trustees at Burke Catholic. His personal interests include basketball, boating, reading, writing, and spending time with his family.