Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.

Aaron Mc Kenna is a financial advisor at Creative Planning with a Series 66 credential. He has prior experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has worked at PricewaterhouseCoopers and GAM Fund Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies for long-term goals.

Jeffrey Weiner is a financial advisor at Hornor, Townsend & Kent, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of his advisory role, he founded a networking group for business owners and decision makers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Aditya Krishnaswamy is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He joined the firm in 2026 and has prior experience at Penn Mutual Life Insurance Company and SAP. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

William Ryan Jr. is a CFP® with 36 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2017 and LPL Financial, LLC since 1998. He is based in Morristown, NJ, and also engages in non-variable insurance sales through Ryan Wealth Management Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

David Fleming is a Series 66-registered financial advisor with Oppenheimer, bringing 29 years of industry experience. His prior roles include positions at Stifel, Barclays Capital, Deutsche Bank Securities, Credit Suisse Securities, and Pershing LLC. He is based in New York, NY. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles with a range of advisory programs covering equity, balanced, and fixed-income portfolios. The firm offers both discretionary and non-discretionary services, including investment policy development, asset allocation guidance, and portfolio management.

Denise Gonzalez Basin is a Series 66-licensed financial advisor at Citigroup Global Markets with four years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and has a background that includes roles in education and nonprofit work with Make-A-Wish Michigan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities while providing specialized solutions for large relationships.

David Lowenstein is a Series 66-licensed financial advisor with Citigroup Global Markets in New York, NY. He has 10 years of experience with Citigroup, where he has worked since 2016. 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 utilizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supporting complex and large-scale client needs.

Jorge Alzaga is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021, with prior experience at JPMorgan Chase & Co., NXP Semiconductors, and in education at Texas Christian University and St. Andrew's Episcopal School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with diverse market roles, including in-house research and derivatives services, to provide a broad set of advisory and execution solutions.

Youjun Liu is a financial advisor with Eagle Strategies (NY Life) in Edison, NJ. He holds the ChFC® designation and Series 63 license, with 10 years of industry experience. His work history includes roles at NYLIFE Securities LLC since 2016 and New York Life Insurance Company since 2013. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Daniel Thurm is a CFP® and ChFC® with 24 years of experience in the financial services industry. He is currently with Primerica Advisors and has also been associated with Guardian Life Insurance Company since 2006. Thurm operates Comprehensive Wealth Strategies, LLC, a related investment business. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering various proprietary and third-party investment programs alongside financial and retirement planning.

Deborah Blanc Velez is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase Bank NA and JPMorgan Securities LLC. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and notable is its combination of large institutional scale and unique market roles, including operations as a security-based swap dealer and futures commission merchant.

Stuart Appel is a financial advisor at Hornor, Townsend & Kent, LLC with over 32 years of industry experience. He has been with Hornor, Townsend & Kent since 1993 and also maintains a longstanding relationship with Penn Mutual Life Insurance Company. Appel engages in multiple insurance brokerage activities, including life, disability, and employee benefit sales, serving specialized markets such as medical professionals. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through a platform that includes third-party asset manager relationships and both discretionary and non-discretionary account options.

Mary Ryan is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Fahnestock & Co., Inc., a division of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies covering equity, balanced, and fixed-income portfolios through discretionary and non-discretionary management.

Shahedul Alam is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Citigroup in 2021, he worked at Postmates and Nylife Securities LLC, as well as New York Life Insurance Company. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale combined with unique market roles such as swap dealer and futures commission merchant.

Michael Dayan is a financial advisor with Hornor, Townsend & Kent, LLC. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Safra National Bank of New York, Real Essentials, and Bank of America. Outside of advisory work, he serves as an assistant in an insurance brokerage affiliated with Penn Mutual, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and broker-dealer services, offering a range of account options and working with third-party asset managers to tailor investment strategies.

James Dy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His work history includes roles at LPL Financial and Osaic FA, Inc. He operates a DBA, Main Street Wealth Management, and is involved in selling life, health, disability, and long-term care insurance. Outside of his advisory work, he is connected to Lamington Capital Partners, LLC, a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that uses proprietary and third-party platforms to implement various investment strategies, including both managed account solutions and held-away asset management.

Patrick Trombetta is a financial advisor at Cetera Planning Partners with 10 years of industry experience and holds the Series 66 designation. He has worked with firms including Avantax and 1st Global Advisors and has been a consulting partner and financial advisor at MS Investment Partners since 2016. Outside of his advisory role, he serves as the head varsity soccer coach at Trinity Hall School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified allocations and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Valeria Pinzon Trujillo is a financial advisor at Citigroup Global Markets with a Series 66 designation and less than one year of industry experience. Her prior roles include positions at Citibank, Edward Jones, and the University of Florida, as well as work with OkVax and Immaculata La Salle. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a range of advisory, execution, and custody services. The firm operates with institutional scale and maintains in-house research capabilities alongside roles as a swap dealer and futures commission merchant.

Hui Liang Lee is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. Lee has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past decade. Outside of advisory activities, Lee consults on Bank Owned Life Insurance (BOLI) in partnership with Protective Financial and Insurance Services. 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 a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting lending and tax-efficient features.