John Sargent is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, broker-dealer services, and investment banking. The firm uses a Private Advisor model and the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary investment solutions across asset classes.

George Croonquist Jr. is a CFP®-designated financial advisor with Janney Montgomery Scott in Hackensack, NJ, where he has worked since 1989. He has 42 years of industry experience and serves as an advisory board member for Hackensack Meridian Quality Care, a role in which he advises on assisted living properties. 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 broad client base with services including brokerage, financial planning, and advisory programs, and offers in-house and third-party portfolio management across multiple investment platforms.

Steven Solonch is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role starting in 2017, he worked with New York Life Insurance Company and its related entities from 2008 to 2017. 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 focuses on tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Joshua Marriott is a CFP® with 13 years of experience in the financial services industry. He is currently with Hightower Advisors and previously spent 11 years at Lincoln Financial Advisors. Marriott is also licensed as an insurance agent, offering accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers, as well as access to mutual funds, ETFs, alternative investments, and customized portfolios.

Joseph Block is a financial advisor with Guardian Life and holds a Series 66 designation. He has 13 years of industry experience, including roles at Park Avenue Securities, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. He is based in Woodcliff Lake, NJ. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.

Vincent Blazewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 22 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. He also serves as a board member of Harmony Starts Farm Inc. 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 a combination of advisor-led discretionary management, model-based strategies, and digital solutions tailored to client needs.

Robert Jaffe is a financial advisor at Guardian Life and Park Avenue Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firms since 2005. Park Avenue Securities, a subsidiary 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 a range of financial planning and advisory solutions, combining advisor-led management with model-based strategies and proprietary programs.

Christopher Shea is a CFA® charterholder with 30 years of experience in the financial industry. He is currently a financial advisor at Rockefeller Financial LLC, where he has worked since 2026. Prior to that, he spent over two decades at UBS Financial Services and UBS Asset Management. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Christopher De Carolis is a CFA® charterholder and holds a Series 66 license. He has three years of industry experience and is currently with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement, he worked at Kings Point Capital Management for seven years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Shaby Katz is a CFA® credentialed financial advisor with seven years of industry experience. He currently works at Hightower Advisors and has previously held roles at Jefferies LLC and Ipreo. Katz holds a Series 63 license and is based in Purchase, NY. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Kevin Furnaros is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Norwalk Community College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Nadine Lee is a CFP® and PFS™ with 13 years of industry experience. She has worked at The Colony Group, LLC since 2013. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Oliver Davis is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent time at the University of Rhode Island. He is also an independent insurance agent and a partner in a small business handling technology issues. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by offering financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to manage client assets, primarily through non-discretionary relationships.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Joseph Palumbo is a financial advisor at Farther with five years of industry experience. He has previously worked with Truvium Capital Partners, LLC and Truvium Financial. Palumbo is a partner in three separate special purpose vehicles (SPVs): AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs and mutual funds.

Vladislav Gurevich is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CitiGroup since 2011, including previous roles at Wells Fargo Clearing. 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 and maintains significant institutional scale with in-house research, security pricing, and specialized market roles.

Javier Villavicencio is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Citizens Securities in 2026, he worked at JPMorgan Chase Bank, N.A. from 2023 to 2026 and J.P. Morgan Securities LLC from 2021 to 2026. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform focused on ETF portfolios and a Managed Account program.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Elyse Wels is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Oppenheimer in 2024, she spent over a decade with Morgan Stanley and its related entities, including Morgan Stanley Private Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Brian Dragotto is a Series 66-licensed financial advisor with Guardian Life, bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Bank of America, among others. Outside of advising, he contributes articles for the International Planning Alliance aimed at clients and prospective clients. Park Avenue Securities, where he is affiliated, provides brokerage and investment advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers both advisor-led discretionary management and model-based strategies, integrating proprietary and third-party platforms to tailor client relationships.