Frank Loscalzo is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He has been associated with Guardian Life and its affiliates since 1991 and Park Avenue Securities since 2019. Outside of his advisory work, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporations, 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, group education, and access to proprietary and third-party investment solutions.

Benjamin Brenner is a financial advisor at SPC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Investment Center Inc and Axa Advisors, LLC. Brenner also engages in insurance sales, focusing on life, long-term care, and disability insurance, and operates his own marketing business under IBEX Financial Perspectives. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a range of discretionary and nondiscretionary management options.

Erika Maynard is a financial advisor with TIAA-CREF, holding a Series 66 designation and 14 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining TIAA-CREF in 2020. Outside of her advisory role, she owns a residential property that occasionally operates as a short-term rental. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm distinguishes between one-time planning services and ongoing portfolio management, providing customized and model-based investment solutions within a vertically integrated structure.

Daniel Colluccio is a Series 66-credentialed financial advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and has previously worked at firms including Charles Schwab & Co., Wilmington Trust, M&T Securities, BlackRock Fund Advisors, and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations based on Charles Schwab’s asset-allocation models and internal research tools.

Michele Colomba is a financial advisor with Eagle Strategies (NY Life) in Jersey City, NJ, holding the CFP® and ChFC® designations and possessing 11 years of industry experience. She has worked at Eagle Strategies and Aergis Financial Strategies LLC since 2023 and has been affiliated with NYLife Securities, LLC and New York Life Insurance Co. since 2013. Outside of advisory activities, she operates under Aergis Financial Strategies LLC to sell New York Life products and broker 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 and plan sponsor objectives, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Hack is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2017, following roles at HSBC Bank USA and Hertz Corporation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Christoph Stadler is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and Thrivent Financial. Prior to his advisory roles, he spent nine years with DB Schenker and Schenker Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a range of investment approaches and offers portfolio management through various platforms, acting as a fiduciary under written advisory agreements.

Dana Calabrese is a financial advisor with Empower Advisory Group in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Empower Advisory Group, Dana worked at Sentinel Group and Mutual of America in various roles from 2015 to 2025. Outside of advisory work, Dana serves as a trustee on the Board of Directors for Comprehensive Behavioral Healthcare and is a member of the Board of Trustees for the White Sands Beach Condominium Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as select retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and client savings rates.

Donald Sullivan III is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 14 years of industry experience, including prior roles at Bank of America and Merrill. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life, where he has worked since 2018. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Christopher Pike is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. Prior to this, he was with RFS Partners for two years. Park Avenue Securities LLC, 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 financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Samuel Choi is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He previously worked at Prudential Financial from 2018 to 2021 and has been with Citigroup Inc. since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and maintains roles as a swap dealer and futures commission merchant.

Liang Cheng is a Series 66-registered advisor with Citigroup Global Markets, where he has worked since 2016. He is based in Millburn, NJ, and has 0 years of industry experience prior to his current role. 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 combines large institutional scale with unique market roles, including in-house research, security pricing, and derivatives services.

John Franchi is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Private Advisor Group since 2015 and also has affiliations with LPL Financial and Main Street Wealth Management, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary platforms and third-party strategists.

Gregory Chebuske is an investment advisor with Kestra Advisory in Fairfield, NJ, holding Series 63 and Series 66 registrations and bringing 31 years of industry experience. He has served at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Fhc Advisors since 2010. In addition to his advisory roles, he leads educational courses related to the financial industry. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, and a variety of investment management solutions, serving clients that range from individual investors to sovereign wealth funds.

Charles Croonquist is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2000. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Nicolas Chaparro is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides clients with financial advice and services tailored to their individual needs. Nicolas holds a Bachelor's Degree from West Virginia University. Further details about his experience, expertise, or personal interests are not provided.

Michael Tartaglia is a CFP®-certified financial advisor at Oppenheimer with 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and A. G. Edwards & Sons. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers various advisory programs covering equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Tarin Chiappa is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2013 and previously worked at Wells Fargo Clearing from 2011 to 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management, utilizing both proprietary strategies and third-party model providers.

Timothy Wong is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Merrill, Morgan Stanley, PNC, and TD Ameritrade. 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 broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios, delivered on discretionary and non-discretionary bases.

Kyle Matthews is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he coaches lacrosse as a club coach at Evolution Lacrosse Academy and as an assistant varsity coach at Verona High School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment and financial planning services through discretionary and non-discretionary accounts, with a notable emphasis on maintaining custody of client assets and managing a significant portion of advisory assets on a non-discretionary basis.