Dean Rothman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Park Avenue Securities since 2003 and Guardian Life since 2002. Rothman also engages in health insurance sales outside of Guardian through a fellow Guardian broker. Park Avenue Securities LLC, a subsidiary of 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 financial planning, consulting, and access to both proprietary and third-party investment solutions.

Marlon Martinez is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. He has worked at Citibank since 2017 and has prior experience in hospitality and golf course service roles. Outside of advising, Martinez is involved in delivery services and owns a photography business specializing in event coverage. 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 maintains unique market roles, including in-house research and derivative services.

Daniel Capurso is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2020 and operates Premier Asset Solutions Inc., which sells New York Life products and brokers non-registered insurance products. Capurso also serves as a notary public, providing free notary services to the public. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

Ian Heller is a CFP® with two years of industry experience, currently serving as a financial advisor at Savant Wealth Management. His prior roles include positions at Heller Wealth Management, Klingman & Associates, Cresset, Altair Advisers, and The Ayco Company, L.P./Mercer Allied. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Michael O’Sullivan is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2012. Outside of securities, he is a licensed notary public in Suffolk County, New York. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management solutions, including advisor-led discretionary management, model-based strategies, and a digital advisory platform, with tailored client services that include financial planning and ongoing consulting.

Brian Katzman is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Creative Planning since 2019 and previously spent 14 years at Heller Wealth Management. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and access to private market investments, supported by a broad range of affiliated legal, trust, and retirement plan service businesses.

Nicholas Babson is a financial advisor at Hightower Advisors in Rye Brook, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Hightower, he worked at Pontera Solutions Inc and held several roles at Kenyon College. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Andrew Estreich is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Prudential Insurance Company of America, Northwestern Mutual Wealth Management Company, and Ameriprise Financial. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

John Melkun is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked at Audi for two years. Park Avenue Securities LLC, a 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 financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Ian Weinberg is a CFP® with 38 years of experience in the financial services industry. He is currently with Wealthspire Advisors, where he has worked since 2025, following a 29-year tenure at LPL Financial. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm uses a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and employs various investment vehicles such as mutual funds, ETFs, and private funds.

Nicholas Jembelis is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 66 and Series 63 licenses and previously spent 26 years at David Lerner Associates Inc before joining Janney Montgomery Scott in 2025. 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 broad range of clients including individuals, families, trusts, corporate sponsors, and municipalities, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Josh Becker is a Series 63-licensed financial advisor with Guardian Life, where he has worked since 1997, totaling 27 years at the firm and 29 years in the industry. He has 40 years of overall experience and maintains ownership in a Guardian General Agency through Brooklyn Financial Group Holdings, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that may include discretionary or non-discretionary mandates, retirement plan services, and financial education.

John Sargent is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, broker-dealer services, and investment banking. The firm uses a Private Advisor model and the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary investment solutions across asset classes.

Steven Solonch is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to his current role starting in 2017, he worked with New York Life Insurance Company and its related entities from 2008 to 2017. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Joshua Marriott is a CFP® with 13 years of experience in the financial services industry. He is currently with Hightower Advisors and previously spent 11 years at Lincoln Financial Advisors. Marriott is also licensed as an insurance agent, offering accident and health insurance, disability insurance, fixed annuities, traditional life insurance, and long-term care insurance. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach that includes affiliated and third-party managers, as well as access to mutual funds, ETFs, alternative investments, and customized portfolios.

Jared Wolfe is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. His prior work includes roles at Potsdam Royals and self-employment, along with experience at Villanova University and New York Community Bancorp. Wealthspire Advisors manages approximately $34.3 billion in assets and serves individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework using a diversified mix of investment vehicles and provides tailored wealth management, financial planning, and retirement consulting services.

Steven Lichtenstein is a ChFC® with 33 years of industry experience, currently serving as a financial advisor at Guardian Life. He has been with Guardian Life since 2015. Outside of his advisory role, he works as a consultant for the Gerson Lehrman Group and participates in multiple business networking and resource groups, including facilitating a marketing cooperative and supporting resources for divorcing couples. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and leveraging proprietary and third-party platforms.

Gregory Moss is a CFP® with nine years of industry experience currently with Savant Wealth Management. He previously worked at Heller Wealth Management for nine years and EF Legacy Securities, LLC for one year. Outside of his advisory role, he is a member of GDM Properties, LLC, a real estate holding company. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based asset allocation and actively managed strategies across various investment vehicles, supported by in-house accounting, legal, and trust services.

Anthony Bertrami Jr. is a financial advisor at Guardian Life with 49 years of industry experience. He has been with Guardian Life since 2010 and is currently associated with Park Avenue Securities. Outside of his advisory work, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms tailored to client needs.

Christopher De Carolis is a CFA® charterholder and holds a Series 66 license. He has three years of industry experience and is currently with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement, he worked at Kings Point Capital Management for seven years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.