Hanna Sheppard is a financial advisor at CWM, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Purshe Kaplan Sterling Investments, and The Wealth Alliance, among others. Ms. Sheppard is dually registered with Purshe Kaplan Sterling Investments and The Wealth Alliance, serving as a non-producing representative for the former. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm typically manages accounts on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, sub-advisory, and retirement-plan services with a focus on fiduciary processes and transparency.

Gretchen Gordon is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ally Invest Securities LLC. Outside of her advisory role, she serves on the Board of Directors for the New York Dance Theater. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from both affiliated and third-party managers using a technology platform by Envestnet and custody through Pershing.

Andrew Hite is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Sanford C. Bernstein & Co., LLC, and Credit Suisse First Boston Corporation. He serves as a director and officer on the board of The Mezzapalooza Foundation, a charitable organization. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

John Meskunas is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Meskunas serves on the board of directors of ICCIE, an educational organization that issues the ACI designation for captive insurance. Oppenheimer provides advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering a range of portfolio management, consulting, and financial planning programs. The firm utilizes various investment approaches, including strategic and tactical asset allocation, manager selection, and rebalancing, with assets under management totaling approximately $36.7 billion as of December 31, 2025.

Andrea Owen Boyd is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, LPL Financial, and AXA Advisors. Outside of her advisory role, Boyd is involved in community activities such as assisting with evangelism and event planning at Grace United Methodist Church and coordinating alumni activities for Morant Bay High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior roles include positions at Northwestern Mutual, National Financial Network, and Prudential. Outside of his advisory work, he holds a minority ownership in Lord Hobo Brewery. Park Avenue Securities, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs using a combination of proprietary and third-party models.

Paul Anderson is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed accounts to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Cody Sikorski is a financial advisor at Principal Financial Services with CFA® and Series 66 credentials and two years of industry experience. He previously worked at Interactive Brokers Group from 2015 to 2023. Sikorski also serves as a consultant for FINPPASS Financial Stewardship, assisting in the creation and implementation of investment portfolios. Principal Securities provides brokerage and registered investment advisory services to a broad 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 managers through various adviser and promoter arrangements.

Patrick O Gara is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience and has been affiliated with Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

John Horton Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc and JPMorgan Chase Bank from 2009 to 2019, as well as previous stints at Rockefeller Financial and Rock & Co LLC. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer that provides securities transactions, variable insurance products, placement, and investment banking services.

Susan Davis is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). She has been associated with New York Life Insurance Company and NYLife Securities LLC since 2015. Outside of her advisory work, she serves as a board member of the Young Israel of Jamaica Estates synagogue, where she participates in decisions regarding the organization's wellbeing and security. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Bello Jr. is a financial advisor with TIAA-CREF in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities between 2013 and 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and corporate clients. The firm separates its planning services from discretionary portfolio management and serves as adviser to a donor-advised fund.

Nicholas Liapunov is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 1999. Outside of his advisory role, he is involved in sports endorsement through Entourage Sports Management, assisting PGA and LPGA players with career development. Park Avenue Securities serves a wide retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides account-level services such as lending solutions and donor-advised funds.

Robert Giuffrida is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and having 19 years of industry experience. His prior roles include positions with Charles Schwab Bank SSB, Charles Schwab and Co., Inc., and TDAmeritrade Inc. Outside of his financial advisory work, Giuffrida serves in the United States Coast Guard Auxiliary, where he supports boating safety, veterans, local charities, vessel safety checks, and environmental conservation. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party investment managers, offering portfolio management, financial planning, and custody services through a technology platform.

Vincent Pecoraro is a financial advisor at Wealthspire Advisors with a Series 65 credential and two years of industry experience. Prior to joining Wealthspire in 2023, he held roles at 1st Equity Title and Closing Service, H&J Medical Supplies, Hofstra University, Uncle Giuseppe's Marketplace, and Massapequa High School. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, high-net-worth clients, corporations, pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services such as wealth management, financial planning, retirement-plan consulting, and trustee services.

Tyler Capitano is a CFP® with six years of industry experience currently advising at Focus Partners Wealth, LLC. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a comprehensive range of wealth management and financial services with a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis alongside third-party managers.

Richard Sherwin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and over 24 years of industry experience. His career includes roles at Bloomberg Tradebook LLC and Pruco Securities LLC. Outside of his advisory work, he serves as a board member and youth lacrosse commissioner for Eastchester Blue Devils of NY, Inc. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from internal and third-party managers.

Irene Kosik is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Oppenheimer since 2016. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored by program and advisor, including strategic and tactical asset allocation and manager selection.

Ana Ludemann is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill. Ana also has a background that includes experience at Adelphi University. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jason Lin is a financial advisor at Citigroup Global Markets with 33 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. 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 maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.