Thomas Suarez is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Goldman Sachs & Co. LLC since 2021, The Ayco Company, L.P./Mercer Allied, and Park Avenue Securities. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a broad range of affiliated services across the Goldman Sachs ecosystem.

Angela Lestrade is a financial advisor with TIAA-CREF in Iselin, NJ, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She worked at Morgan Stanley for nine years before joining TIAA-CREF in 2019. 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, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management through model and customized portfolios within a vertically integrated advisory structure.

Giovanni Pistilli is a financial advisor at Guardian Life and holds the Series 66 designation. He has one year of industry experience and has previously worked at Park Avenue Securities. His background includes studying at Quinnipiac University and earlier roles outside the financial industry. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a variety of financial planning and investment advisory services, including discretionary and non-discretionary portfolios managed in-house or through third parties.

Jeffrey Buczek is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2009. He also sells various insurance products, including life, long-term care, and Medicare supplement insurance, through multiple insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, discretionary investment advice and maintains notable affiliations with broker-dealers and insurance agencies.

Yousef El Emary is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, with prior experience at Morgan Stanley in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Patrick Atwood is a financial advisor at Kestra Advisory with a Series 66 credential and one year of industry experience. His prior work history includes roles at Kestra Investment Services, LLC, the University of Delaware, and the Gilman School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and uses multiple management platforms and third-party solutions, serving clients that range from large institutional investors to sovereign wealth funds.

Nicole Kury Rodriguez is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her background includes roles at Citi, Morgan Stanley, IUR Capital, and United Capital, as well as academic involvement with Babson College and Rollins College Social Impact Hub. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Manuela Mazorra Gomez is a financial advisor at Citigroup Global Markets with a Series 66 designation and experience working at several firms, including Citibank, BNP Paribas, and Itau Bank. Her background also includes roles at Columbia University and companies such as Mesh and ICAP Colombia. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, security pricing, and specialized market roles.

Guillermo Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and is based in New York, NY. Gonzalez has been with Oppenheimer, an enterprise firm, since 2000. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of programs and advisory services with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios.

William Reif is a financial advisor based in New York, NY, affiliated with Oppenheimer. He holds a Series 66 designation and has five years of industry experience. Prior to joining Oppenheimer in 2021, he worked at Emory University, Bank of Montreal, KMF Companies, and Cedar Hill Country Club. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs, including asset management, consulting, and retirement services, with advisory services encompassing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Timothy Brunnock is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2011 and LPL Financial since 2007. In addition to his advisory work, he maintains a limited law practice focused on wills and non-litigation civil matters and serves on the Finance Committee of the Morris County St. Patrick's Day Parade, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both direct portfolio management and third-party managers.

Michael Donohue is a financial advisor with \u0026PARTNERS, holding a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Advisors, Bank of America, and Merrill. Donohue also owns and manages JONES MD LLC, an investment-related business based in Jersey City, NJ. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management and financial planning services. The firm utilizes a variety of investment strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Caitlyn Berry is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for five years and held roles at TotalCareIT, UBS, PJT Partners, and The King's College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Jordan Swartz is a financial advisor with Empower Advisory Group in Jersey City, NJ, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Empower in 2024, he worked at The Vanguard Group for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Gavin Ford is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Hartford Funds Distributors, IPTA Clinical LLC, and Rutgers University, among others. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across various asset classes.

Philip Gullo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent over two decades at Equitable Advisors and AXA Advisors. Gullo serves as trustee of a family trust unrelated to investment management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management approaches.

Jared Savino is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and operates a CPA firm, Jared M Savino CPA PLLC, where he provides tax preparation, bookkeeping, and payroll services to small businesses. His prior experience includes roles at Avantax and various Cetera entities. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Charles Cavanaugh is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 30 years of industry experience. He has been with Citigroup since 2017 and has prior experience at Allstate Life Insurance Co, Allstate Distributors LLC, Harris Hersh Financial Inc, Ldx Global, and The Leaders Group Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Matthew Clifford is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with City National Rochdale since 2014. Outside of his advisory role, he is involved as an LLC member of Sweet Vivi’s Bakery, an online bakery for his daughter. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, with an emphasis on tailored portfolio construction using proprietary tools and collaboration with sub-advisors.

Gregory Klar is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Mariner Wealth Advisors since 2022. His prior experience includes roles at SFI Advisors, LLC and TIAA/TIAA-CREF. Outside of advisory work, he is a managing member of an e-commerce platform, New Ventures AMZ, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, delivering a broad range of strategies and integrated tax, accounting, and financial wellness solutions.