Michael Weiss is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with both Guardian Life and Park Avenue Securities since 2004. Outside of his advisory role, he is engaged in other life insurance activities. Park Avenue Securities, a subsidiary of Guardian Life, 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 consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Laurie Goldsmith Heitner is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. She has been with Guardian Life in various capacities since 1992 and is engaged in the sale of insurance products related to employee benefits, pension planning, and life insurance through a sole proprietorship. Park Avenue Securities, 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 range of advisory and financial planning services, combining advisor-led management with model-based strategies and access to insurance and alternative investment products through its connection with Guardian Life.

Todd Ives is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2025 and previously spent 12 years at UBS Financial Services Inc. in New York, NY. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that also offers placement and investment banking services.

Sam Beller is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 57 years of industry experience. He has worked at Guardian Life and Park Avenue Securities for 26 years. Outside of his advisory role, he serves as Temporary Chairman of the Audit & Finance Committee for the Brooklyn College Foundation Board of Directors and provides small business and individual consulting on topics such as business growth and banking. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm provides a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution, with access to insurance products and alternative investments through its connection with Guardian Life.

Andrew Leblanc II is a financial advisor at Sanctuary Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill from 1995 to 2017 and Bruderman Asset Management LLC since 2017. He has been with Sanctuary Advisors since 2022. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers portfolio management, retirement plan consulting, and utilizes a range of analytical strategies, delivering advice through IARs who manage accounts on discretionary or non-discretionary bases.

Mitchell Smith is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Edward Jones, Cetera Investment Services, Investors Bank, and OppenheimerFunds. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad set of advisory and execution services including derivatives and futures.

Aaron Cohen is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Financial Partners Capital Management, Inc. Prior to joining Focus Partners, Cohen spent over three decades at Financial Partners Capital Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework that incorporates fundamental and quantitative analysis, trend-following, options overlays, and integration of legacy strategies.

Brian Corey is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal oversight and research capabilities.

Robert Rosenhouse is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Penn Mutual Life Insurance Company and Professional Planning Consultants since 1988. He is also an owner and agent at Professional Planning Consultants, where he focuses on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Seungheon Kang is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. He previously worked at Bank of America, Merrill, and Citibank NA. His background also includes academic roles at William Paterson University and Bergen Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Cory Doliner is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he was self-employed for one year and spent ten years at ITREK, Inc. Mariner provides investment management, financial planning, retirement plan consulting, and access to third-party managers to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs customized discretionary portfolios overseen by an Investment Committee and offers integrated tax services and specialized family office capabilities.

Jaisen Shah is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience at Morgan Stanley and Abbott Laboratories. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Josef Najar is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Credit Suisse Securities, Barclays Capital, and Lehman Brothers. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Robert Taylor is a financial advisor with Carson Wealth holding a Series 65 credential and 10 years of industry experience. He has worked at Carson Wealth since 2025 and has been affiliated with CWM, LLC since 2015. His prior roles include positions at Taylor Financial Group and LPL Financial. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm focuses on discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored investment solutions and ongoing portfolio oversight.

Peter Song is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Eagle Strategies since 2004 and currently operates Besthouse Wealth Strategies Group LLC, focusing on New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tristan Cooper is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Before entering financial advising, he spent two years with Texas A&M University Athletics. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and serves both product-sponsor and advisory roles, including managing mutual funds and private funds.

Jessica Ventura is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott entities since 2011. 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, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Antonio Nicolas Callegari is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Swarthmore College and St. Peter's Prep. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and offers access to a range of investment solutions through its Private Advisor model and consolidated investment platform.

Joseph Cothron is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Citigroup in 2019, he worked for Deutsche Bank Securities Inc. from 2011 to 2019. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a broad range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and security-pricing, supporting both discretionary and non-discretionary account management.

Lara Costanzo is a Certified Financial Planner® with 19 years of experience, currently serving at Principal Financial Services. She has been with Principal Securities Inc. and Principal Life Insurance Co. since 2006. Outside of her advisory role, she is a board member of Unplanned Joy, a nonprofit organization, and serves as treasurer for the Parent Teacher Organization at Eleanor G. Hewitt Intermediate School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various adviser and promoter arrangements.