Bruce Rothbard is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at Integrity Alliance, LLC. He has held roles at Lion Street Financial, The Leaders Group Inc, and Mercury Financial Group, primarily focusing on life insurance sales. Outside of advising, he works as a consultant for a life settlement company and owns an independent insurance agency specializing in life insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a range of portfolio strategies and access to various custodial platforms and third-party managers.

Monique Thacker is a financial advisor at Valic Financial Advisors with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for HSBC Bank USA N.A. for 11 years. Thacker is also involved with Mindful Departure LLC, operating as The Core Room. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and wrap programs through a large network of advisors and employs a technology-driven approach utilizing unified managed accounts and model solutions.

Joseph Prendergast is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at Certified Financial Services. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a combination of proprietary and third-party platforms.

Michael Honold is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a distinct advisory model separating one-time planning services from ongoing portfolio management and serves as investment adviser to the TIAA Donor Advised Fund sponsored by Charityvest.

Michael Melly is a financial advisor at Valic Financial Advisors with ChFC®, Series 65, and Series 63 credentials. He has held various roles in the financial services industry since 2020 and has experience with firms including Cetera and Mass Mutual Life Insurance Co. Outside of his advisory work, Melly has been involved with Celtic Shores Realty since 2010 and Sutton Place Occupational Therapy from 2010 to 2025. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a technology-driven approach with discretionary managed accounts and overlay services.

John Foster is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 30 years of industry experience. His prior work includes roles at LPL Financial from 2007 and A.G. Edwards & Sons, Inc. from 2003. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm’s fiduciary-based model involves client goal and risk assessment to either directly manage portfolios or assist in selecting managers and model portfolios from leading strategists, utilizing multiple investment methods and technology platforms.

Michael Capriotti is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Merrill, and founded Capriotti & Company. Capriotti also provides non-variable insurance services, including life, health, disability, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and program sponsors.

David Scher is a CFP® and ChFC® professional with 25 years of experience in the financial industry. He has been with Kestra Advisory since 2016 and also maintains a role at Applied High Voltage, LLC. Scher serves on the board of the Ridgewood AM Rotary Club, where the board allocates funds to community-oriented charitable projects and scholarships. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and diverse investment solutions, serving large institutional clients and delivering specialized services such as pooled employer plans and discretionary trading.

Jonathan Savorgiannakis is a CFP® professional with seven years of industry experience currently serving at Beacon Pointe Advisors, LLC. He has held roles at Beacon Pointe Advisors since 2021 and has prior experience with Equitable Advisors, AXA Advisors, Hightower Securities, and Wells Fargo Advisors. In addition to his advisory work, he is a licensed insurance agent with Beacon Pointe Insurance Services, where he is involved in the sale of life, health, and accident insurance. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines its asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Connor Morie is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and beginning his advisory career in 2025. His prior experience includes roles at IEEE and involvement with a recreational summer camp. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a manager-focused investment approach supported by proprietary due diligence and third-party platforms.

Derdley Fleuridor is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has prior experience at firms including J.P. Morgan Securities LLC and Mutual of America Securities LLC. Outside of advising, he is part investor in a car rental business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Robert Streit Jr. is a financial advisor at Private Advisor Group, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, LLC and Invest Financial Corporation. Additionally, he has been affiliated with Beneficial Savings Bank since 2008. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that utilizes both proprietary and third-party investment strategies and technology platforms.

Steven Filiaci is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Advisors and Sanctuary Securities since 2022, following nine years at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options, fiduciary oversight, and a variety of analytical approaches.

John Rapport is a CFP® with 16 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has held prior roles at Rockefeller Capital Management, Bank of America, N.A., and Merrill Lynch. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, operating also as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Michael Sevchuk is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Philip Sandt is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has been with Janney since 2001. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, providing brokerage services, financial planning, consulting, and multiple advisory programs.

Eric Lyons is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 registrations. He has 29 years of experience in the industry, with prior roles at Signature Securities, Terra Capital Markets, and Diamond Wholesale Corp. Lyons has been associated with Private Advisor Group and LPL Financial since 2022. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often utilizing third-party managers and model portfolios.

Peter Christian Della Volpe is a financial advisor at Guardian Life and holds a Series 66 designation. He joined the industry in 2025 after completing his education at Franklin and Marshall College. Prior to entering the financial sector, he spent several years in education at Bridgewater-Raritan schools. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, 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 and management solutions, combining advisor-led discretionary management with model-based strategies and a variety of integrated operational and lending options.

Nancy Vandergoot is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at TIAA-CREF, JP Morgan Securities, and Merrill Lynch. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party managers through a variety of portfolio solutions.

Harold Bourque is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at NYLife Securities LLC, New York Life Insurance Company, Elevation LLC, and Olivetree Financial, LLC. Outside of advisory work, he is an investor in Green Key Partners, LP, which focuses on event-driven investment opportunities and token staking. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.