John O'Keeffe is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has held roles at Kestra Investment Services, Trust Financial Services, Capitas Financial, O'Keeffe Financial Partners, and Raymond James Financial Services. O'Keeffe is the owner of O'Keeffe Financial Partners LLC and serves as an independent contractor specializing in life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

Nairon Majeed is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles such as swap dealer and futures commission merchant.

Anthony D’auria is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Royal Alliance Associates, Banc of America Investment Services, and Quick & Reilly. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm’s hybrid adviser/broker-dealer structure combines discretionary and non-discretionary advisory services, access to alternative investments, and lending solutions, while delegating investment management to its network of investment adviser representatives.

Alexander Scott is a CFP® with 4 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fisher Investments, and MACRO Consulting Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Matthew Heilman is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has approximately one year of industry experience, including prior roles at Vela Capital and involvement with Velocity Swim Labs and Camps. Heilman has also been affiliated with the University of Virginia and ACAC Crozet in previous years. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional entities, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics and benefits from integration with various Goldman Sachs affiliates to provide comprehensive financial solutions.

Christopher Ransom is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has been with Guardian Life and its affiliates since 2012. In addition to his advisory role, he is involved in insurance production outside of Guardian. 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 combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Yong Lin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes roles at Aetna, Emerson Reid, and Wfgia, alongside his longstanding position at Transamerica Financial Advisors. He is also the owner of Lin Family Dynasty Inc. Outside of investment advisory, Lin assists clients with health insurance enrollment through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to deliver advisory services through a large network of advisors and multiple program platforms.

Thomas Cantillon is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Arthur J. Gallagher and a range of unrelated businesses and employment, as well as his attendance at the University of Maryland. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers with oversight from an internal Investment Committee.

Steven Meglio is a Series 65-licensed financial advisor with 24 years of industry experience. He has been with J.W. Cole Advisors, Inc. since 2021, following prior roles at Cambridge Investment Research Advisors and FCG Advisors LLC. Outside of his advisory work, he is the president and owner of Meglio Group PC, an accounting practice. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm utilizes a blend of fundamental and technical analysis across discretionary and non-discretionary account management and provides access to multiple custodial platforms and third-party investment managers.

Megan Resch is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisors LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party platforms and investment strategies.

Daniel Jago is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2007 and has been with Private Advisor Group, LLC since 2015. 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 provides access to various managed account solutions, including its proprietary WealthSuite platform and third-party programs, often implementing advice through external managers and technology platforms.

Mark Reimet is a CFP® with 35 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and also associated with LPL Financial, having previously worked for MML Investors Services, Inc. and MassMutual Life Insurance Company. Reimet serves as a board member of the Ocean City Youth Athletic Association, a nonprofit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm provides access to various managed account solutions and utilizes a fiduciary-based advisory model that incorporates technology platforms and third-party managers.

Kaitlyn Mohabir is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2026. Prior to her current role, she held positions at Johnson & Johnson and ConnectOne Bank, and has experience in the hospitality sector. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored advisory services supported by dedicated investment strategy groups and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.

Daniel Parks is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial LLC and his own Parks Wealth Management. Outside of advisory work, he has experience with Tactical Movers and various roles in educational and recreational organizations. 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 a range of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Andrew Kapyrin is a financial advisor at Corient with 17 years of industry experience. He holds a Series 66 designation and has worked at Corient and its affiliated entities since 2022, following a 15-year tenure at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Brian Parsons is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mariner Wealth. Prior to joining Mariner in 2024, he worked for Morgan Stanley for six years and has held positions at Hennion & Walsh, Inc., as well as roles connected to The University of Rhode Island and Cooks Pond Denville Recreation. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofits, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness solutions.

Pasquale Carannante is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously spent over two decades at Gappa LLC and is involved in several non-investment related business ventures, including ownership of restaurants and a media company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to various managed account solutions through a fiduciary-based advisory model.

Dylan Pardo is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has one year of industry experience, with prior roles at firms including Equitable Advisors, Pendry Natirar, and LPL Financial. Outside of finance, he has experience working at Mastercard and in the hospitality sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm emphasizes point-in-time financial plans and managed account solutions delivered through an integrated model connected to Empower’s administrative platforms.

Anubhav Bhatyal is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience with Bank of America, Merrill, ICICI Bank, Ernst & Young LLP, and IL&FS Financial Services. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program utilizing ETF-based portfolios and a managed account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Peter Floersch is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and O'Connor, Davies LLP, where he served as an audit partner. Outside of his advisory role, he is involved as an audit partner at PKF O'Connor Davies LLP, performing attest services for firm clients. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also provides additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions through third-party providers, integrating diversified investment strategies with a formal planning process.