Steven Kashishian is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He has been with Janney Montgomery Scott since 1990 and holds a Series 63 designation. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Robert Funk is a financial advisor with Independent Financial Partners, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His prior roles include positions at Bespoke Investment Group, Innovation Partners, Clearview Trading Advisors, and Navellier & Associates. He also manages AlphaLogic Wealth Management, a financial planning and investment management business in Bayside, NY. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm’s decentralized advisory model allows investment strategies to be set by individual representatives while offering centralized asset management options and notable retirement-plan advisory and pension consulting capabilities.

James Jedlicka is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Key Investment Services LLC, KeyBank, LPL Financial, Sterling National Bank, and JP Morgan. He has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and notable institutional capabilities, including derivatives and futures services.

Alexis Ablezer is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has 16 years of industry experience, including roles at Merrill and New York Life. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michael Kinkel is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at David Lerner Associates for a total of 14 years. 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, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Timothy Flynn is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes notable tenures at LPL Financial and Equitable Advisors. Outside of financial advising, he has consulted in sales and marketing for a renewable energy startup owned by his wife. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, and access to proprietary and third-party managed account solutions. The firm employs various investment strategies and utilizes technology platforms to assist clients in portfolio management and selection.

Julie Permutt is a CFP® with 27 years of industry experience. She has been with PlanMember Securities Corporation since 2010 and also has long-term involvement with Calico Family Ventures, LLC and Scarborough Alliance. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual fund portfolios and offers education and support services including personalized retirement planning and separation counseling.

Louis Cafiero is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials and two years of industry experience. He previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Citi Bank, and Chase, with a combined tenure spanning over a decade in the financial sector. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Christian Hawkinson is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Prior to joining TIAA in 2020, he worked at Wells Fargo Bank from 2016 to 2020. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through model or customized portfolios managed under fiduciary standards.

Elle Mc Araw is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Merrill, VSS Capital Partners, and Mackey & Associates. She also has experience outside finance, including a role at Playa Bowls. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented portfolio management and typically integrates wealth planning alongside investment management.

Kashif Ahmad is a CFA® charterholder with 26 years of industry experience. He is associated with RBC Rochdale, LLC in New York, NY, and has worked with Rim Securities LLC and Rochdale Investment Management since 1999. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities. The firm employs a multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary modeling tools to create customized portfolios across various asset classes.

Christine Murray is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Citigroup Global Markets in 2017, she worked at Merrill for one year. 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 specialized market roles, including in-house research and derivatives services.

Igor Balyasniy is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across various private banking and wealth management segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, providing services that include separately managed accounts, mutual funds, ETFs, alternatives, and exposure to digital assets.

Danijela Mirkovic is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Citigroup since 2017 and previously worked at JP Morgan Chase Bank and Citibank N.A. Outside of her advisory role, she is involved in healthcare activities as a caregiver with S&A Unified Home Care, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Brian Brennan is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following two years at National Securities Corporation. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

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 at Capital Group Private Client Services, Inc. with eight years of industry experience. She previously worked at JPMorgan Chase & Co. for eight years before joining her current firm in 2025. Ferreras holds the Series 63 and Series 65 licenses and is based in New York, NY. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" and emphasizing fundamental research and a long-term investment horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

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.