George Croonquist is a Series 63 credentialed advisor with Janney Montgomery Scott in Hackensack, NJ, bringing 63 years of industry experience since starting at the firm in 1963. He has served as a board member and former chairman of the Hackensack Meridian Medical Center and its foundation for over 40 years. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in‑house and third‑party portfolio management across multiple investment programs.

Magdalena Gala Hunter is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at TD Bank and its affiliates since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a range of managed portfolios with both affiliated and third-party sub-managers.

Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.

Juliet Park is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007, following three years at Citicorp Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jonathan Peters is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Kestra Advisory and affiliated entities since 2014 and has prior experience with Transamerica Financial Advisors and World Financial Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting for a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Charles Paksi is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at firms including Altium Wealth Management, Sumridge Partners, and SEI Investments Management. Paksi serves as a Battalion Executive Officer in the U.S. Army Reserve, where he coordinates company commanders and battalion staff officers and acts as second in command when needed. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, with various portfolio construction options including alternative investments and customized indexing.

Jennifer Schnalzer is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds the Series 66 designation and has worked previously at CMG Financial Planning Ltd, Equitable Advisors, LLC, Wells Fargo Clearing, and Plexus Worldwide. She serves as a board member for the Academy of Finance High School Program and participates in a professional community focused on divorce-related client issues. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Anthony Spadavecchia is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at TD Bank N.A., TD Bank AMCB, and Glass Gardens. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Philip Diperna is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation. Outside of his advisory role, he serves as a representative administrator for Kor Materials Direct, LLC, a wholesale business operated by his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and offers a range of discretionary and non-discretionary investment solutions.

Jiarui Li is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Transamerica, Li has held roles at Uber Technologies Inc. and Petco. Outside of advising, Li provides administrative support for Winningstar Leadership Development Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Mi Kim is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. She has eight years of industry experience with prior roles at NYLIFE Securities, New York Life Insurance, Transamerica Premier Life Insurance Co., and Block Advisors. In addition to her advisory work, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations while maintaining predominantly non-discretionary asset management.

Andrea Rosenberg is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Vail Resorts. Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Craig Slaughter is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. He also sells insurance products from carriers other than Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Salim Bassalian is a financial advisor with Eagle Strategies (NY Life) based in Great Neck, NY. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked with New York Life and its related entities since 2006 and operates Solomon Bass Financial, a firm that sells New York Life products and brokers non-registered insurance products. Bassalian also serves as a director of Keren Yad Shmuel Ve Tamar, a nonprofit religious charity focused on food distribution and religious studies. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of programs tailored to client objectives and emphasizes non-discretionary asset management within its integrated New York Life affiliate structure.

Jason Fink is a financial advisor with Guardian Life based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. He previously worked at Park Avenue Securities and has been affiliated with Guardian Life since 2012. Outside of his advisory role, he serves as Co-Chairman of a church golf outing, organizing activities and sponsorships. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers customized financial planning and advisory solutions, combining discretionary management with model-based strategies and access to proprietary and third-party programs.

Jan Landi is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized financial strategies that address their short-, mid-, and long-term goals. Jan offers guidance on a range of topics including investing, retirement planning, and managing unexpected financial needs. Additionally, she coordinates with specialists from Bank of America to provide clients with comprehensive banking, credit, home financing, and small business solutions. Originally from Brazil, Jan relocated to the United States in 2007 to advance her career in financial markets. She holds a Bachelor's Degree from Pontifical Catholic University and has earned the Personal Investment Advisor (PIA) designation. Since 2015, she and her family have lived in Leonia, New Jersey. Jan's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. She is fluent in Portuguese and English. Outside of work, Jan enjoys music, spending time with her family, and watching movies.

Jeffrey Ward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2014, as well as prior experience with Mass Mutual Investors Services and New England Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and proprietary investment solutions.

Robert Bigley is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and possessing nine years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and has prior experience at Bank of America and Merrill. In addition to his advisory role, he assists with insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Moises Saladin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Bronx, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Margaret Slattery is a financial advisor at Oppenheimer with 28 years of industry experience. She holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 16 years before joining Oppenheimer in 2026. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with both discretionary and non-discretionary advisory services, including equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.