Benjamin Bush is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with both firms since 2008. Outside of his advisory role, he is involved in selling insurance products through an approved brokerage and participates in private client investment and insurance services. He also earns referral fees for introducing clients to real estate financing opportunities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides a range of financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

John Davidson III is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Bigfish Restaurant and the University of Delaware. 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 operates with a combination of large institutional scale and unique market roles, including in-house research, swap dealing, and futures commission merchant services.

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Gabrielle Lidgard is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley for five years before joining Citigroup in 2021. Outside of her advisory role, she operates a design and art business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Michael Valeri is a financial advisor with Guardian Life in Parsippany, NJ, holding Series 63 and Series 66 licenses and possessing six years of industry experience. His prior work includes roles at Park Avenue Securities, Dawson James Securities, Bank of America, and Merrill. Outside of finance, he has worked as an Uber/Lyft driver. Michael is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and a variety of integrated financial planning and investment solutions.

Sophia Shi is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and previously spent 13 years at the Federal Reserve Bank of New York. Outside of her advisory role, she is involved in providing home care services for families in New Jersey. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing billions in client assets across discretionary and non-discretionary programs.

Briana Iannaccone is a CFP® with six years of industry experience, currently serving with Steward Partners Investment Advisory, LLC. She has worked with Steward Partners Investment Solutions, LLC and Raymond James Financial Services Inc, among other roles. Outside of financial advising, she has been involved in entrepreneurial and educational activities including a dog training business and a position at Ramapo College of New Jersey. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and advisory solutions, combining in-house and third-party strategies with ongoing monitoring and financial planning services.

James Rotondo is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as experience with DoorDash, Inc. Outside the financial sector, he has been involved with Cobra Flats LLC since 2022 and was associated with Millburn Culinary Associates Inc. from 2016 to 2021. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithmic risk assessments to recommend investment models managed by PNC or third-party strategists.

Matthew Warren is a financial advisor with Private Advisor Group, LLC in Morristown, NJ, holding a Series 63 designation and over 32 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2015 and previously worked at Ameriprise from 2002 to 2015. Warren also operates Warren and Associates Wealth Management, an affiliated advisory business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party strategists to implement various investment approaches.

Joaquin Canto is a financial advisor at Oppenheimer with 38 years of industry experience. He holds a Series 63 designation and has worked at Oppenheimer since 2021, following five years at Wells Fargo Clearing. 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 variety of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches with a focus on strategic asset allocation and customized consulting and retirement services.

Guy Ferrera is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Henry Schein and multiple engagements with the University of California, Berkeley. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles such as security pricing and swap dealing.

Jackson Svete is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to his current role, he was employed at Equitable Advisors and has experience in diverse sectors including retail and education. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages internal standards and oversight committees to select and monitor investment managers.

Thomas Messina is a financial advisor with Eagle Strategies (NY Life) in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with firms including Nexus Wealth Strategies LLC and Compass Wealth Strategies, and serves as a board member of the Mahwah Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm delivers advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Bruce Harris is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2018, following a tenure at Torino Capital LLC from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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, including acting as a swap dealer and futures commission merchant.

Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Lauren Ellberger is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with TIAA-CREF since 2015. Outside of her advisory role, she serves as treasurer for Young Israel of Teaneck, a local synagogue with approximately 300 families. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with pre-existing retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Peter Sengos is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2026. Prior to his financial career, he spent four years at the University of Rhode Island and has experience in secondary education. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides a range of brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and digital advisory solutions, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Inez Justine Aznar is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds a Series 66 designation and has 15 years of industry experience. Her prior roles include positions at Santander Securities, J.P. Morgan Chase Bank, and Capital One Investments Services. Outside of her advisory work, she volunteers with the National LGBT Chamber of Commerce New York and organizes local meetings for the Dynamico Business Referral Club. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Robert Diquollo is a financial advisor at Mariner with 24 years of industry experience and holds the PFS™ designation. He previously worked at Brinton Eaton for 10 years before joining Mariner Wealth Advisors, where he spent six years. Outside of his advisory role, he serves on several nonprofit boards, including as Treasurer for the Fund for Newark Abbey and Chairman of the Board of Advisors for Newark Abbey/St. Benedict’s Prep School, and is involved with the New School University School of Public Engagement and other nonprofit organizations. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes customized discretionary portfolios with in‑house and third‑party resources, and provides specialized offerings like Core Family Office services and employer financial wellness tools.

Gonzalo Luchetti is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007, following prior roles at Citicorp Investment Services and Chase Investment Services Corp. Citigroup Global Markets serves individual and institutional clients across various 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 discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.