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.

Vito Petriello is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allstate Insurance Co and AXA Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party managers.

Marolyn Liang is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Park Avenue Securities and MML Investors Services. Liang also has a background involving insurance activities outside of her primary role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services utilizing proprietary and third-party models.

Joseph O Donnell is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in business planning for a group benefits provider serving a union fund. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and financial planning solutions.

Dom Rodriguez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes ten years at Nexus Capital Markets and ongoing roles with NYLIFE Securities LLC and New York Life Insurance Co. Dom is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

Gregory Scheinberg is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 credential and bringing 11 years of industry experience. His career includes roles at Tax Favored Solutions, GP Goods LLC, The Integrated, and Ameritas Life Insurance Corp of New York. Outside of advisory work, he is a partner in GP Goods LLC, a retail business that sells products on Amazon. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers, and its platform integrates with Ameritas affiliates to deliver a broad range of investment solutions.

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 Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes long-term roles at The Guardian Life Insurance Company and Primerica Advisors. Lang is involved in several business ventures related to insurance and corporate benefits, including ownership in Cambium Protection LLC and partnerships in insurance entities such as SOLANG LLC. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs as well as financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies including discretionary and non-discretionary account management.

Kevin Lacaj is a financial advisor with HSBC Securities (USA) Inc. holding Series 66 and Series 63 licenses and has two years of industry experience. He has worked previously at J.P. Morgan Securities LLC and Lacaj Holding Inc. In addition to his advisory role, he is also a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he sells bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and utilizes both affiliated and third-party providers for its advisory, fund selection, and administrative services.

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.

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.

Dianne Pritchard is a financial advisor with SPC and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at Sigma Financial Corporation and SPC. Outside of her advisory role, she is an independent insurance agent specializing in dental, group disability income, life, accident, health, and Medicare-related products, and serves as a board member at her church. SPC serves a diverse client base including individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

John Isaac is a financial advisor at Guardian Life with 31 years of industry experience. He holds a Series 63 designation and has worked with Guardian Life and its affiliates since 2005. Outside of his advisory role, he serves as founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., and is currently a candidate for the New York State Assembly. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Lorena Braunstein is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at HSBC Securities since 2019 and concurrently serves as a bank officer at HSBC Bank (USA) N.A. Outside of her advisory roles, she owns an organization that promotes advanced education for teachers and educators. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a variety of program types and a risk-profile-based investment process developed with HSBC Global Asset Management, combining discretionary and client-directed portfolio management.

Kendl Fulco is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Principal Securities Inc. and Principal Financial Group since 2011. Additionally, Fulco serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Patrick Ceplenski is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. Prior to joining Wealthspire in 2026, he worked at The Colony Group, LLC for five years, and also held positions at Wolf & Company, P.C. and Andersen. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management and financial planning services supported by centralized due diligence and ongoing monitoring.

Stephen Donella Jr. is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he serves as a vestry member at Trinity Episcopal Church, participating in the church's board responsible for budget and governance. Voya Financial Advisors, Inc. serves a broad client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and other advisory services through multiple program structures with an emphasis on non-discretionary recommendations.

Ryan Peters is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His career includes roles at TIAA and LPL Financial, alongside his current position at Private Advisor Group since 2022. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

David Eder is a financial advisor at Rockefeller Financial LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Rock & Co LLC and J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory role, he assists with bookkeeping at his spouse's orthodontics practice. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement consulting. The firm offers integrated services through affiliated trust and insurance entities, providing access to alternative and private investments alongside traditional asset allocation strategies.