Ryan Grealy is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cohen & Steers Capital Management and Cohen & Steers Securities. His activities include involvement in insurance outside of Guardian Life. Primerica Advisors operates within the enterprise category, serving a broad retail client base with various brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs along with financial planning and consulting solutions.

George Siderias is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life since 2011. Outside of his advisory role, he operates a personal development coaching business and is involved in managing a luxury car business and a nutrition supplements company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a variety of advisory programs. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions integrated with proprietary and third-party strategies.

Balaji Dhandapani is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Merrill from 2010 to 2022 before joining Advised Assets Group, LLC and GWFS Equities, Inc. in 2022. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party planning methodologies focused on long-term portfolio returns and client savings rates within platforms linked to Empower’s administrative and recordkeeping systems.

Ronan Obyrne is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes eight years at Fieldpoint Private Securities LLC and roles at Sanctuary Advisors and Sanctuary Securities since 2022. Outside of his advisory role, he is the founder of Crescent Pine Family Office Group, a boutique firm providing family office services to ultra-high-net-worth families and business owners, and co-founded Crescent Pine Insurance Group, a property and casualty insurance brokerage. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, and charitable organizations, offering investment advisory and financial planning services through a network of over 400 independent investment adviser representatives. The firm employs diverse investment approaches and provides portfolio management, retirement plan consulting, and access to sub-advisers and third-party managed account platforms.

Charles Poggi is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney in two separate periods starting in 2017, as well as at UBS Financial Services from 2014 to 2016. Outside of his advisory role, he is a managing partner of 1501 LLC, overseeing real estate properties on a part-time basis. 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, charitable organizations, and municipalities, providing brokerage, financial planning, consulting, and advisory services through multiple wrap programs and centralized portfolio management.

Brandon Fisk is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Citi Private Alternatives, Transamerica Capital, Wells Fargo Advisors, BrightHouse Securities, and Metlife Investors Distribution Company. 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 combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Ryan Dugan is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years 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, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored solutions through centralized investment resources and integrates services across affiliates, such as banking and retirement consulting, to deliver comprehensive wealth management.

William Ciemny is a financial advisor at TIAA-CREF with three years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2021. His background includes roles outside the financial sector, such as positions at Icona Avalon Resort, Davidson College, and Stone Harbor Yacht Club. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and provides both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Matt Miller is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has prior work experience at Billfold and Yelp. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs various investment strategies through proprietary and third-party model portfolios and supports a range of account services including lending solutions and donor-advised funds.

Daniel Clark is a financial advisor with Janney Montgomery Scott in Short Hills, NJ, holding Series 63 and Series 65 licenses and with 37 years of industry experience. He worked at UBS Financial Services for 11 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is a 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, offering brokerage, financial planning, consulting, and advisory services.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Guardian Life and its affiliated companies since 1985. Outside of his advisory role, he serves as the treasurer for the Red Creek Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory programs featuring discretionary and non-discretionary options, including a hybrid digital solution, and benefits from its insurer ownership structure.

Robert Obrien is a financial advisor at Rockefeller Capital Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Goldman Sachs, UBS Financial Services, and Mercer Allied Company. His current tenure at Rockefeller entities began in 2021. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through comprehensive wealth management and investment advisory services.

Daniel Catalano is a financial advisor with TIAA-CREF in Hackensack, NJ, holding Series 66 and Series 63 licenses and 14 years of industry experience. Prior to joining TIAA-CREF in 2024, he worked at Fidelity in various capacities from 2014 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm separates one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Russell Zamloot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and bringing four years of industry experience. He has previously worked at Avantax Advisory Services and LPL Financial. In addition to his advisory work, Zamloot operates a CPA firm providing tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Jierong Cheng is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. In addition to his advisory role, he is president of Spring Beauty Spa and a partner at Pacific Tax and Consulting Group LLC, where he prepares tax returns for individuals and corporations. Cheng has worked with Transamerica Financial Advisors since 2017 and has prior experience at World Financial Group and academic institutions. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party investment models, with discretionary and non-discretionary program options.

Jennifer Mcmanemin is a financial advisor at &PARTNERS with 29 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Merrill. Outside of her advisory role, she manages JCM10, LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm combines investment advisory and brokerage services, employing a variety of portfolio management strategies through the Envestnet platform and offers services ranging from financial planning to investment banking.

Kevin Wright is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Goldman Sachs Wealth Services since 2021. Prior to this, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Outside of finance, he holds a silent partnership stake in a bar and restaurant business. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and delivers customized advisory support through integrated strategies and a broad range of affiliated services.

Dolores White is an investment advisor representative at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kestra Financial Services since 2016. In addition to her advisory role, she serves as Director of Asset Management and assists with registered representative activities through Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and investment solutions supported by rigorous due diligence. The firm manages approximately $79.8 billion in assets and serves notable clients including large institutional investors and sovereign wealth funds.

James Bassett is a CFP®, CFA®, and Series 65-licensed financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2025, he worked for Altfest Personal Wealth Management for eight years. In addition to his advisory role, Bassett serves as a consultant at KAZE Creative, where he assists with business strategy and financial operations. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.