John Mc Dermott is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including SEI Investments Management Corp and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services that emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Christopher Doherty is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes five years at LPL Financial before joining Citibank in 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke solutions for high-net-worth clients.

Charles Croonquist is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2000 and holds the Series 63 and Series 65 licenses. 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 municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Christopher Benton is a financial advisor with Rockefeller Financial LLC in Stamford, CT. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Rockefeller Capital Management, he worked at Morgan Stanley and Harley Capital. Benton’s background also includes community involvement through roles at the Wakeman Boys and Girls Club and local schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates a broker-dealer platform and provides a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Douglas Strahle is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Park Avenue Securities, LPL Enterprise, and Pruco Securities LLC. Outside of his financial career, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs including both proprietary and third-party strategies.

Frank Petrilli is a financial advisor at OSAIC Institutions, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Apple Bank, Infinex Investments, Citigroup, and HSBC Securities. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegation of investment analysis and account management to its representatives.

Rosanna Coviello is a financial advisor at Empower Advisory Group with a Series 66 credential and six years of industry experience. She has worked at several firms, including UBS Financial Services and Gladstone Wealth Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Nicholas Astore is an advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities. His background includes education roles at Virginia Polytechnic Institute and State University, Wahconah Regional High School, and Nessacus Regional Middle School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and advisory programs.

Andrew Hite is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

Frank Barone is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2012. 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 provides specialized solutions for high-net-worth and ultra-high-net-worth clients.

Royan Ramkissoon is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has been with Citigroup Global Markets since 2015 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Benzion Jaffe is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF and Tiaa in 2025, he worked for Prudential Financial, Inc. from 2020 to 2025, and has held roles at Makovsky Integrated Communications and Dukas Linden Public Relations. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, applying a fiduciary standard to its RIA services and acting as adviser to a donor-advised fund.

Holland Sullivan Jr. is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 66 and Series 65 credentials and has previously worked with Register Financial Advisors, Register Financial Associates, Inc., and DeltaWing Technology Group, Inc. Outside of his advisory work, he is a managing member of Black Gold Productions, LLC, a family-owned children’s entertainment center concept. 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 with internal oversight and provides solutions including separately managed accounts, mutual funds, ETFs, alternatives, and exposure to digital-asset products.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Meskunas serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning programs. The firm utilizes various investment approaches, including strategic and tactical asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 31, 2025.

Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior roles include positions at Northwestern Mutual, National Financial Network, and Prudential. Outside of his advisory work, he holds a minority ownership in Lord Hobo Brewery. Park Avenue Securities, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs using a combination of proprietary and third-party models.

Cody Sikorski is a financial advisor at Principal Financial Services with CFA® and Series 66 credentials and two years of industry experience. He previously worked at Interactive Brokers Group from 2015 to 2023. Sikorski also serves as a consultant for FINPPASS Financial Stewardship, assisting in the creation and implementation of investment portfolios. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various adviser and promoter arrangements.

Michael Digirolamo is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. He has worked at Park Avenue Securities since 2019 and at Guardian Life Insurance Company since 2018. Outside of financial services, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Patrick O Gara is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience and has been affiliated with Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

John Horton Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc and JPMorgan Chase Bank from 2009 to 2019, as well as previous stints at Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Kevin Meyersburg is a financial advisor at Mercer Global Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley Smith Barney LLC and E*TRADE Capital Management LLC. Meyersburg was also the CEO and sole partner of Bark Break, LLC, a pet transport business that is currently inactive. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.