Daniel Paikin is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has worked with these firms since 2008. Outside of his primary roles, he is involved in selling insurance products beyond Guardian Life and manages marketing activities through Tempus Financial Group, LLC. Park Avenue Securities, 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 digital advisory solutions.

Napatt Nirundorn is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. Outside his advisory role, he works part time as a tennis instructor at East Hampton Indoor Tennis. 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 provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through its integrated Private Advisor model and the Rockefeller Global Investment Management platform.

Matthew Serkes is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. Prior to joining Cerity Partners, he worked at Executive Monetary Management from 2011 to 2019. Based in New York, NY, he holds professional credentials relevant to financial planning and wealth management. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm provides customized wealth management services and employs an investment approach that integrates proprietary quantitative screening and a mix of third-party and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Forrest Swisher is a Series 65-licensed advisor at Mariner with four years of industry experience. His prior work includes roles at Dmi and American Tower Corp, as well as a six-year period at Cobblestone Creek Country Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, coordinated tax services, and family office solutions, implementing customized portfolios supported by internal research and third-party managers.

Benjamin Uhing is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase from 2015 to 2026. Outside of his advisory role, he is a passive investor and owner/partner in a virtual design and construction services company. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Linghsiang Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His background includes roles at Zion Grace Home Health Care & Community Services and New York City Transit. Outside of advising, he operates a sole proprietorship focused on individual tax preparation. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Samuel Marcus is a financial advisor with Guardian Life holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities since 2025 and has prior experience in various roles including at Tivoli Wine and Spirits and Bard College. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm offers a mix of discretionary and model-based investment management, access to proprietary and third-party solutions, and financial planning tailored to client needs.

Stephen Bornet 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 previously worked at Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Outside of his advisory role, he is the lead guitarist and background vocalist for Minor Issues, a rock cover band. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, mutual funds, ETFs, financial planning support, and reporting through third-party custodians.

Joseph Salerno is a Series 66-licensed financial advisor with Oppenheimer in New York, NY. He has one year of industry experience and previously worked at FOX Sports and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs with a range of advisory and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Gabriella Tango is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. She previously worked at Merrill for six years before joining Hightower in 2020. Outside of her advisory role, Gabriella works as a server at Rods Steakhouse. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to a wide array of investment vehicles and customized portfolio construction.

Michael Mannix is a CFP® professional with seven years of experience in financial advisory roles. He currently serves at Cerity Partners LLC and has prior experience at firms including Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach emphasizing client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Dennis Lai is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been involved in other ventures including Full Productions Inc., where he serves as president and owner of a residential construction business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory model primarily employs model portfolios and third-party managers, serving individual investors, employer-sponsored plans, trusts, and charitable organizations.

Tony Wong is a financial advisor at Guardian Life with 30 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His prior work includes roles at Park Avenue Securities, MassMutual, MetLife Securities, and HSBC Securities. Tony serves as a board member of the YMCA in Chinatown. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to clients’ needs.

Arielle Koganski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors in New York. She has been with Hightower since 2018 and previously worked at Hyperion Wealth and Strategies For Wealth. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.

Rebecca Grinberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. She joined the firm in 2024 and has prior experience at TD Bank, Buck Consulting, and the University at Buffalo’s Jacobs School of Management. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Sophia Sekinda Panko is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 12 years of industry experience, working with Eagle Strategies since 2021 and with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of her advisory role, she owns So.phee Stitches, a craft business that sells handmade crochet items at community markets. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colin Quinn is a CFP® with 11 years of industry experience, currently serving at Rockefeller Financial LLC. He previously worked at BlackRock Investments, LLC for six years before joining Rockefeller. Quinn holds the Series 63 designation and is based in New York, NY. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternatives and investment banking capabilities.

Michael Corelli is a Series 65-licensed financial advisor with six years of industry experience. He currently works at RBC Rochdale, LLC and previously held roles at Lisanti Capital Growth LLC, 5C Capital Management, LLC, and Black Marlin Capital, LLC. Outside of his advisory work, he owns and manages two short-term residential rental properties in the Cooperstown, New York area. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and public entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis to create tailored portfolios across equities, fixed income, real assets, and alternative investments.

Matthew Oliveira is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes positions at myCIO Wealth Partners, LLC and IHS Markit. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporations, and nonprofits. The firm uses an institutional-style asset allocation framework with a range of investment vehicles and offers services such as wealth management, financial planning, and retirement-plan consulting.

Madelyn Bowles is a CFP® professional with eight years of experience at Wealthspire Advisors and one year at Merrill Lynch. She began her career after graduating from Lafayette College, where she also spent four years. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and retirement-plan services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.