David Abramson is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 designation and previously worked at Invesco Ltd. for nine years and JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC for three years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with client authorization required for trades.

Annette Costa is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at TIAA-CREF since 2018 and previously spent five years with Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies managed under client-approved investment guidelines.

Charles Catalanotto is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at PNC Investments, HSBC Bank USA, HSBC Securities (USA) Inc., Banc of America Investment Services, Quick & Reilly, and Chase Investment Services Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Gofran Chowdhury is a financial advisor with Citigroup Global Markets holding a Series 66 designation and over a decade of industry experience, including multiple tenures at Citigroup and a period at National Australia Bank. He is based in New York, NY. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive roles such as swap dealer and futures commission merchant.

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Gotham Asset Management since 2009. Kolb also has experience at Foreside Fund Distributors LLC since 2014. Gotham Asset Management is an equity-focused investment manager serving primarily 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 manage long/short and long-only equity strategies and oversees approximately $30 billion with a small senior investment team.

Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.

Daniel Helmick is a financial advisor at First Manhattan Co. LLC with 27 years of industry experience. He has been with First Manhattan since 1997 and holds the Series 63 designation. First Manhattan Co. LLC provides investment management and financial planning services primarily for 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 and integrates wealth planning with portfolio management.

Tessa Damiano is a financial advisor at Hightower Advisors with five years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Dash Financial Technologies, The Vanguard Group, and Cordatus Capital, among others. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, with a range of portfolio options including mutual funds, ETFs, alternative investments, and custom indexing.

Kumar Pindiprolu is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer & Co., Inc. since 2003. Pindiprolu is involved in charitable activities through the Knights of York, helping to plan and raise funds for underprivileged children via annual events. He also serves as a trustee for several family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, managing portfolios through strategic asset allocation and manager selection, with both discretionary and non-discretionary approaches.

Sandra Bershad is a financial advisor with Oppenheimer, holding Series 63, Series 65, and Series 66 credentials with 27 years of industry experience. She has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016, with a brief period supporting the US Army in an HR capacity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services, with a notable combination of large institutional scale and specialized market roles.

Yan Liu is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining TD Private Client Wealth, Yan worked at HSBC Bank USA, HSBC Securities (USA), and J.P. Morgan Securities. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, employing portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party managers.

Ashley Lawwill is a financial advisor at Hightower Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Osaic Wealth, Inc. Outside of financial advising, she teaches an online acting class for children through her other business activity, Sitter Stream. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm’s approach incorporates multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

John Lockwood Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley and Independent Financial Group, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides investment banking, placement services, and a comprehensive investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Michael Simon is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages complex market roles including swap dealer and futures commission merchant activities.

Bernadette Lee is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model separating planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Pia Mathur is a financial advisor with HSBC Securities (USA) Inc. in New York City, holding a Series 66 designation and 13 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2012. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with fund due diligence supported by affiliated and third-party providers.

Patrick Fruzzetti is a financial advisor with Hightower Advisors in New York City, holding a Series 66 designation and possessing 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and financial institutions. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Justin Mccarthy is a CFP® professional with 12 years of industry experience, currently with Mariner in New York, NY. His prior experience includes over a decade at Mariner Wealth Advisors-NYC, LLC and a long-standing role at Mass Mutual Life Insurance since 2006. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integrated tax and accounting services alongside traditional portfolio management.

John Anderson is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Citigroup in 2022, he worked at JPMorgan in various capacities from 2004 through 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.