Michael Mccaffrey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Co of America since 2011 and has been associated with International Planning Alliance, LLC since 2000. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Jack Browne is a Series 66-licensed financial advisor with six years of industry experience. He has worked at Rockefeller Financial LLC since 2022 and previously held positions at RBC Capital Markets LLC, Bailey Bev Inc., IBM, and the University of Massachusetts - Amherst. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Kent Lucken is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a 50% owner of Solvit Capital Partners, LLC, an investment firm focused on private equity, serves on the Board of Directors for the Bastion Institute, a nonprofit organization, and is a member of the International Advisory Board for Equilibrium Global Limited, an international consulting firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with unique market roles and commercial arrangements.

Robert Sack is a CFP® professional with 55 years of industry experience, currently affiliated with Kestra Advisory Services, LLC since 2016. He has also been associated with Kestra Investment Services, LLC and Fusion Financial Group since 2003. Sack operates a registered representative business under the name Robert Sack Financial Services, focusing on financial planning activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm offers fiduciary consulting, plan design, benchmarking, and employs multiple management platforms and third-party solutions within a supervisory framework.

A.J. Kletkin is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to customize financial plans aimed at meeting their unique objectives and aspirations for both short and long term goals. He emphasizes earning clients' trust through competence and reliability. Prior to his current position, A.J. Kletkin worked in Energy Derivatives Sales & Trading at BNP Paribas from 2019 to 2023. His professional experience encompasses both financial consulting and energy derivatives markets. Outside of his professional life, A.J. Kletkin has personal interests in comedy, fitness, food, pets, and traveling.

Laura Nguyen is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has previously worked at Prudential Financial Inc and Stifel. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Asmir Redzematovic is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials. He has been with Citibank since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles.

Christina Dziadzio is a ChFC® and Series 66 credentialed advisor with 17 years of industry experience. She has worked at Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC since 2009. Christina also manages client relationships and serves as a lead advisor in associated financial service activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving a client base that includes large institutional investors.

Andrea Avitabile is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including eight years with Fidelity Personal and Workplace Advisors and a decade with Fidelity Brokerage Services LLC. He currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from internal and third-party managers.

Yitzchak Felberbaum is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and one year of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, Be Insured Agency, and Yeshivas Mir. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Richard Davidman is a financial advisor at Commonwealth Financial Network in New York, NY, with over 41 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth since 2011, previously serving at Element Financial and currently leading Davidman Financial Network since 2020. Outside of his advisory work, he is president and owner of DFN Gallery, a contemporary art gallery. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including managed portfolios and retirement plan consulting, while offering operational, compliance, and practice-management support to its affiliated advisors.

Camille Ramirez Dostert is a financial advisor with HSBC Securities (USA) Inc. She holds the Series 66 designation and has 24 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and Morgan Stanley Private Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary investment solutions. The firm employs a multi-profile risk approach and utilizes affiliated and third-party providers for advisory, fund selection, and custody services.

Richard Browne is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, LLC, and CMG Financial Planning Ltd. His other business activities include work with Ashar-Life Settlements and the management of Richard R. Browne Wealth Management, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a multi-manager model with both affiliated and third-party managers.

Marcos Cabral is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of 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 derivatives services.

Michael Kelter is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. He has been with First Manhattan Co. since 2014. Kelter holds a Series 63 designation. Outside his advisory role, he serves as a board member for International Literary Properties, which acquires and manages literary and book-based intellectual properties. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Dylan Miller Jones is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Rockefeller Financial, he held positions at Woodloch Springs and Horizon's Edge, and he attended James Madison University. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, with a focus on customized strategies and access to alternative and private investments.

Jessica Wasserman is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at KEMA Partners LLC, Electa Capital, Qualitas, and State Street Global Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates unique market roles including in-house research, swap dealer, and futures commission merchant activities.

Salvatore Petruzzellis is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company. His professional activities also include the sale and service of various insurance products. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Sean Akins is a financial advisor with TD Private Client Wealth LLC in White Plains, NY, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at TD Bank N.A., Allstate Insurance Co, LPL Financial, and various insurance agencies. Outside of his advisory work, he serves as a girls high school basketball referee for the Capital District Board of Women's Basketball Officials. 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, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Michael Pintar is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has three years of industry experience, currently with Rockefeller Financial LLC since 2023. His prior roles include positions at Sierra Nevada Wealth Management, Alliance Trust Company, and Glogovac and Pintar LTD. Outside of his advisory work, he is a part partner in a property management venture. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform.