Lisa Charkoudian Barry is a financial advisor at Gotham Asset Management, LLC with 32 years of industry experience. She has held roles at Merrill from 2005 to 2013 and has been with Gotham Asset Management since 2013. She holds Series 63 and Series 65 designations. Gotham Asset Management is an equity-focused investment manager serving private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process to run long/short and long-only equity strategies, managing approximately $30 billion with a small senior investment team.

Cara Turano is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and provides both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Heather Rich is a financial advisor at Citigroup Global Markets Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Pietzak is a financial advisor at MAI Capital Management, LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Grisanti Capital Management LLC for 15 years before joining MAI Capital Management in 2020. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm manages a variety of investment strategies tailored to client objectives and offers additional services such as trust administration and insurance through its affiliates.

Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His previous roles include positions at Empire Financial Partners and Ameritas Life Insurance. Outside of advisory work, he is involved in several business ventures including leading Integrated Hr, Inc., which sells health insurance and fixed insurance products, and partnering in a transportation service for home care agency employees. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Marc Kirsch is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF in 2026, he worked at TileBar and held roles with UCF Athletics Association, Inc. and La Salle University. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships to TIAA-administered employer retirement plans. The firm offers point-in-time planning and ongoing portfolio management through model and customized strategies.

Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer for the Rotary Club of Oyster Bay. Stephanie works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jeffrey Isaac is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio models developed in collaboration with Morningstar Investment Management. The firm manages a large client base with a focus on non-discretionary assets and does not target high-net-worth or corporate clients.

Neil Greenspan is a financial advisor at Oppenheimer with 22 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at Lehman Brothers Inc. from 2005 to 2008. Greenspan serves as a trustee on the Barak Luria Rabinowitz Irrevocable Trust, overseeing investment reviews and future distributions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a broad range of advisory services including strategic and tactical asset allocation, manager selection, and consulting on both discretionary and non-discretionary bases.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jason Hoffman is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including a decade at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also a notary. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide 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 such as operating as a swap dealer and futures commission merchant.

Arthur Stainman is a financial advisor at First Manhattan Co. LLC with over 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Manhattan Co. since 1984. Outside of his advisory role, he serves as a trustee and chair of the Investment Committee at Rider University. First Manhattan Co. LLC provides investment management and financial planning services primarily to high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Simon Porter is a financial advisor at First Manhattan Co. LLC in New York, NY, with 23 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2002. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings and third-party passive funds with integrated wealth planning.

Tyler Carfora is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2019. Prior to joining the firm, his background includes roles outside the financial industry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and acts as adviser to the TIAA Donor Advised Fund, offering both model and customized portfolio management under a fiduciary standard.

Steven Wagner is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at various HSBC entities and Investors Bank since 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary options. The firm employs a structured investment process incorporating strategic and tactical asset allocation and offers specialized programs including an Offshore Spectrum option for qualified non-resident clients.

Alexander Tantleff is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank since 2020. His prior experience includes roles at AXA Advisors and J.P. Morgan from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting a broad spectrum of client needs from workplace accounts to ultra-high-net-worth portfolios.

Donald Lamonaca is a Series 66-credentialed advisor with five years of experience currently at Citigroup Global Markets. His prior roles include positions at Anchor Consulting, CA Ventures, and LPL Financial, as well as academic engagements at the University of Maryland. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research, operating also as a security-based swap dealer and futures commission merchant.

Aroldo Balbino is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS and UCAP Asset Management. Outside of finance, he has provided taxi services as an Uber driver. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains distinct market roles, including swap dealer and futures commission merchant functions.

Nicholas Liccardi is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at CNR Securities, LLC and AlphaSense. Liccardi is also the sole proprietor of a rental property inherited beach house. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment process that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.