Ewa Banach is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Citigroup Global Markets since 2007. 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 combines large institutional scale with unique market roles, including in-house research, security pricing, and derivative services.

Gregory Brunck is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at CNR Securities, LLC, City National Securities, Inc., Northern Lights Distributors, LLC, Toews Corporation, Provident Bank, and AXA Advisors, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and institutional entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, and manages portfolios across a range of asset classes using proprietary tools and collaboration with sub-advisors.

Aaron Liberman is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and Steward Partners’ affiliated entities. He is also the owner of The S&L Group, a non-investment-related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Maria Ferreras is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at JPMorgan Chase & Co. for eight years before joining Capital Group in 2025. Based in New York, NY, she serves high-net-worth clients through discretionary investment management. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach with multiple portfolio managers and typically invests client assets in affiliated pooled funds and separately managed account programs.

John Marshall is a CFP® and CFA® with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through multiple programs, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Vincent Tricarico Jr. is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has prior work history at PwC and Villanova University. Rockefeller Financial LLC serves 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, operating both as a registered investment adviser and broker-dealer with a range of investment and advisory services.

Jack Kelleher is a financial advisor with Rockefeller Financial LLC in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Rockefeller Financial, he worked at Wall Street Access and held various roles from 2015 to 2024, including positions at Syracuse University and several other firms. 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 combines discretionary and non-discretionary portfolio management with financial planning and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Peter Maino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Guardian Life since 2009 and Park Avenue Securities since 2011. Outside of his advisory work, he occasionally provides consulting services in the chemical sector. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Rong Ling Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. Lin has worked at Citigroup since 2017 and was previously employed at Merrill from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and diverse market roles.

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.

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.

Robert Gottesman is a financial advisor at First Manhattan Co. LLC in New York, NY, with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Manhattan since 2002. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios and typically integrates wealth planning alongside portfolio management.

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.

Helena Lee is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at NYLife Securities LLC and New York Life Insurance Company since 2018. Prior to her advisory career, she was a homemaker from 2014 to 2018. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Michael Herkert is a Series 66-licensed financial advisor with Commonwealth Financial Network, based in Tarrytown, NY. He has four years of industry experience, including prior roles at Kestra Investment Services and Westchester Financial Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Casey Clark is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Glenmede Trust Company and Glenmede Investment Management prior to joining Rockefeller. Clark has been with Rockefeller Capital Management and its affiliated entities since 2019. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investments and integrated wealth management solutions through its Private Advisor model and consolidated investment platform.

Vito Petriello is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allstate Insurance Co and AXA Advisors, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party managers.

Marolyn Liang is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Park Avenue Securities and MML Investors Services. Liang also has a background involving insurance activities outside of her primary role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services utilizing proprietary and third-party models.

Timothy Barger is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds a Series 66 designation and has worked at Merrill, Clear Street LLC, Titan Partners, and several other firms prior to joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with net worth over $20 million, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Dom Rodriguez is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY. He holds Series 63 and Series 66 designations and has six years of industry experience. His prior work includes ten years at Nexus Capital Markets and ongoing roles with NYLIFE Securities LLC and New York Life Insurance Co. Dom is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.