Kathleen Lumetta is a financial advisor with Schwab Wealth Advisory, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at TD Private Client Wealth LLC, PFS Investments Inc., Natwest Group, and HSBC. She formerly owned a cost consulting franchise under Marylebone Road LLC, though it is no longer active. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset-allocation models and internal research tools to deliver tailored, point-in-time wealth management consultations without exercising discretionary trading authority.

Michael Corelli is a Series 65-licensed financial advisor with six years of industry experience. He currently works at RBC Rochdale, LLC and previously held roles at Lisanti Capital Growth LLC, 5C Capital Management, LLC, and Black Marlin Capital, LLC. Outside of his advisory work, he owns and manages two short-term residential rental properties in the Cooperstown, New York area. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and public entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis to create tailored portfolios across equities, fixed income, real assets, and alternative investments.

Thomas Mingone is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds the ChFC® designation and has worked previously at Equitable Advisors, AXA Advisors, LLC, and Cmg Financial Planning Ltd. Outside of his advisory work, he serves as Vice Chairman of the board for The Rockland Community Network Inc., a nonprofit providing agricultural educational services to the local school district and community. Hightower Advisors offers 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, retirement plan consulting, and access to a variety of investment vehicles through a multi-manager, manager selection model.

Kevylin Silva Do Vale is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has worked at Citibank NA since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and unique market roles, supporting large-scale and complex client relationships.

Raymond Smesko is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott LLC is a large 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, financial planning, and advisory services.

Ainslee Yu is a financial advisor with Citigroup Global Markets, holding the Series 66 designation and seven years of industry experience. She has been with Citigroup since 2018, following three years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Jonathan Karn is a Series 66-credentialed financial advisor at NewEdge Advisors with 11 years of industry experience. He has worked at GWM Advisors, Mid Atlantic Capital Corporation, Bank of America, N.A., and Merrill. Karn also serves as a board member for Colonial Village, a property management organization in Hillsdale, NJ. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Hayden Shin is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and no prior industry experience. He has been with Rockefeller Financial since 2025. 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 and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside its consolidated investment platform.

Paul Russotto is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with both firms across multiple periods since 2013. Outside of his advisory roles, Russotto serves as President of Matawan LeTip, a non-investment-related organization. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of consulting and financial planning services.

Gerald Marra is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a model-based investment process and collaborates with affiliated and third-party providers for advisory and fund management services.

Deborah Menjivar is a Series 66-licensed financial advisor with 23 years of industry experience, currently with Citigroup Global Markets since 2021. She previously worked at JPMorgan Securities LLC from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles including in-house research and acting as a security-based swap dealer and futures commission merchant.

Bryan Mcbeth is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2010 and has longstanding ties to New York Life and Nylife Securities Inc dating back to 2002. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

James Amodeo is a financial advisor with Guardian Life and holds Series 65 and Series 63 registrations. He has eight years of industry experience, including a significant tenure at Oppenheimer & Co. Inc. Prior to his advisory roles, he spent time at Loyola University Maryland. Guardian Life’s Park Avenue Securities, where Mr. Amodeo operates, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary programs and third-party platforms.

Ruirui Zhu is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and four years of industry experience. Zhu has worked at Citibank in both Canada and the United States since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and leverages its scale and market roles to provide bespoke solutions and custody services.

John Italiano is a CFA® charterholder with 16 years of industry experience. He is currently with PlanMember Securities Corporation and has held roles at Valic Financial Advisors, Preqin, CapFinancial Partners (CAPTRUST), Cammack Retirement Group, and Neuberger Berman. Outside of his advisory work, he sells collectible coins on eBay as a hobby. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach includes a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios, alongside education and support services for plan sponsors and participants.

Barry Solon is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including roles at GWFS Equities, Prudential Investment Management Services, Prudential Insurance Company of America, Kestra Financial Services, Kestra Investment Services, and Fidelity. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board of directors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm utilizes an integrated model tied to Empower’s platforms, offering point-in-time financial plans and optional managed account solutions.

Melanie Werling is a financial advisor with Guardian Life and holds a Series 66 designation. She has 17 years of industry experience, including long-term roles at Guardian Life and Park Avenue Securities. Additionally, she is a commissioned Notary Public. She is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life that serves individuals, retirement plans, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers comprehensive financial planning and consulting services alongside access to insurance products and alternative investments.

Tracy Broderick is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., and Merrill. 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 and financial planning services, operating uniquely as both a registered investment adviser and a broker-dealer, with capabilities across equities, fixed income, alternatives, and specialized investment products.

Edmund Iannaccone is a CFP® professional with 36 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory, Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he owns Iannaccone Wealth Management, where he provides financial and wealth management services. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering various investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large 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 brokerage services, financial planning, and multiple advisory programs.