Daniel Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Ryan Gibbons is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Morgan Stanley and Rockefeller Financial, before joining Guardian Life in 2026. Gibbons is also associated with Sequent (Florida) LLC, where he spends time on wealth planning and insurance business activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

Jennifer Mc Grogan is a financial advisor at Guardian Life with the Series 66 designation and three years of industry experience. She previously worked at Park Avenue Securities and has been involved with both Guardian Life and Park Avenue Securities since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and meetings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios and hybrid digital advisory solutions.

Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ardian Hasko is a financial advisor with NewEdge Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at B. Riley Wealth Advisors, Inc. and its affiliated entities for over a decade. Outside of his advisory role, Mr. Hasko serves on the board of Equality Charter School and is Board President of Kew Garden Hills Apartment Owners Inc., a cooperative apartment complex. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technology support.

Jessica German is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 credential and 15 years of industry experience. She previously worked for Financial Advisory Network / MML Investors Service, LLC from 2008 to 2024. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the “Capital System” that segments portfolios among different portfolio managers. The firm employs fundamental research and a long-term investment horizon, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Yaoxuan Wang is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. Wang holds a Series 66 designation and has worked at HSBC Bank USA, N.A. and M&T Bank prior to their current role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a structured investment process based on model risk profiles and leverages affiliated and third-party providers for advisory and fund selection services.

Allen Mena is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and four years of industry experience. He has been with D.A. Davidson since 2021 and previously worked at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Ronald Ramirez is a CFP® professional with 37 years of industry experience. He is currently with Primerica Advisors and Guardian Life Insurance Company, having worked at both firms since 1989. His career includes extensive tenure at Primerica Advisors beginning in 1999. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple program types.

Timothy Burklow Sr. is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently associated with Steward Partners Investment Advisory, LLC and related Steward firms since 2024. Prior to this, he worked at Burklow & Rotella, LLC and Ameriprise. Outside of advising, he has been involved in managing the closure of two businesses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as institutional clients, providing a range of investment advisory, financial planning, and managed account services.

David Weinstock is a CFP® professional with over 32 years of industry experience, currently affiliated with Kestra Advisory. He has previously worked at Comprehensive Asset Management & Servicing, Inc. and WeiserMazars Wealth Advisors. He also serves as president of the Harbor House Condominium board of directors in Hewlett, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors.

William Stoops is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His prior work history includes roles at Guidepoint and several academic institutions, including Bucknell University and Berkshire School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office support. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable focus on integrated tax and accounting services.

Jackson West is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and less than one year of industry experience. Prior to joining HSBC, he held roles at several organizations including The Ellerson Group, Abacus Corporation, Island Kitchen, and QP Global Family Offices, as well as educational positions at the University of Michigan and Fox Lane High School. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment solutions, utilizing multiple model risk profiles and combining strategic and tactical asset allocation developed with HSBC Global Asset Management and affiliated providers.

Louis Lo Grasso is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Bank of America. He has been with Janney Montgomery Scott since 2023. 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 client base, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Glendon Marcelle is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He has been with TD Private Client Wealth since 2020 and has held various roles at TD Bank N.A. since 2015. 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 TDIS clients. The firm offers portfolio management, financial planning support, and access to a range of investment options through a platform combining strategic and tactical asset allocation with both affiliated and third-party managers.

Michelle Smith is a financial advisor at Savant Wealth Management in New York, NY, with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Source Financial Advisors and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is the Treasurer and Co-Founder of The Ideal School of Manhattan and serves on the board of the nonprofit Abilities First-NY. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Joseph Biegel is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 21 years of industry experience. He has worked at Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of advisory work, he is involved in financial book publishing and marketing and serves on the advisory board of OBS Financial Services. Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Miles Arvidson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Aegis Capital Corp. and A.G.P. / Alliance Global Partners. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs with discretionary and non-discretionary options.

Zachary Scott is a financial advisor with Commonwealth Financial Network in New York, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Clearfront Advisory for 10 years and has been with Commonwealth since 2015. Scott is also the owner and president of Townhouse Hill Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services, while offering various program structures and discretionary model portfolios.

Evan Winters is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at TD Bank N.A., LPL Financial, and TD Ameritrade. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, employing a combination of strategic and tactical asset allocation through both affiliated and third-party managers.