Jack Somer is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and over 34 years of industry experience. His prior work includes a long tenure at Guardian Life from 1993 to 2019. Outside of advisory services, he is involved in insurance sales focusing on long-term care, group and individual health benefits, fixed annuities, and life insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a variety of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Salvatore Isola is a Series 66 credentialed advisor at Citigroup Global Markets with three years of industry experience. His prior work includes roles at Gio's Atlantic Beach and media companies BQE Media and Queens Ledger. Citigroup Global Markets serves a diverse range of individual and institutional clients with multi-asset, multi-manager investment programs, combining large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Uri Kaufthal is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 license with 15 years of industry experience. He has been with Oppenheimer since 2010. Outside of his advisory role, he serves as a trustee and officer for several family trusts and a family foundation involved in charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Fred Seid is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Prior to joining Oppenheimer, he worked at Merrill for nine years. He resides in New York, NY. Outside of his advisory role, he is the trustee of a personal revocable trust and co-owns a dormant LLC with his wife that holds a personal apartment in Aruba. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Mark Doman is a Series 65-licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at The Doman Group and TRUE Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Meng Dan Xiao is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes positions at HSBC Bank USA, N.A., New York Life, and J.P. Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation supported by various affiliated advisory and fund selection services, with a focus on both discretionary and client-directed portfolios.

Christopher Simone is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Danielle Posillico is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and AXA Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Harry Sullivan is a financial advisor at Citigroup Global Markets with four years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2022, he worked at O'Donnell & Tessitore and has diverse experience including roles in vacation home management and educational institutions. 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 operates with large institutional scale and provides a range of advisory, execution, and custody services, including derivatives and futures trading.

Julian D. Ambrosi is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Citigroup Global Markets and CITI International Financial Services LLC. Ambrosi serves as a board member of Creative Art Works, an organization focused on empowering youth through arts programming and academic enrichment in urban communities. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, employing model portfolios and customized strategies while maintaining a fiduciary standard.

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and having 23 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of advising, he serves as "Of Counsel" to the law firm Garfunkel, Wild & Travis, PC, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management supported by fundamental research and integrates wealth planning alongside portfolio management.

Theodore Papadopoulos is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for nine years before joining Janney in 2021. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through multiple wrap programs and managed account solutions.

Ryan Trinchet is a financial advisor at Rockefeller Financial LLC with one year of experience in the industry. He holds a Series 66 designation and previously worked in educational roles spanning from 2015 to 2026, including positions at Middlebury College and White Mountain School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Jill Popovich is a financial advisor at TIAA-CREF in New York, NY, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has been with TIAA and TIAA-CREF since 2000. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers model-based and customized portfolio management and serves as adviser to a donor-advised fund through Charityvest.

Teddy Ruchai is a financial advisor with Citizens Securities, Inc. in Brooklyn, NY, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Citizens Securities in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2024 to 2026, and has experience in healthcare and media sectors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides digital advisory and managed account programs alongside commission-based brokerage, operating as a broker-dealer and insurance agency.

Thomas Lee is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, NYLIFE Securities, and New York Life Insurance Company. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Lisa Paczkowski is a CFP® professional with 28 years of industry experience. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for nine years and AYCO, a Goldman Sachs company, for 21 years. Her background includes providing tax and financial advice as part of her role at AYCO. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing through proprietary quantitative screens alongside third-party managers and individual securities.

John Burns is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Baker Newman Noyes, Jetlaw, the US Department of Justice, American University Washington College of Law, and Williams & Connolly. Burns is also a partner in Brooks Investments, a real estate investment venture. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services including wealth management, financial planning, and retirement-plan consulting.

Adrian Sancho is a financial advisor with Corient, holding five years of industry experience. Prior to joining Corient, he worked at Inverness Counsel, LLC for thirteen years. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach, utilizing in-house strategies alongside third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Dean Starr is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, M&T Securities, and HSBC Bank USA. Starr joined Citigroup Global Markets in 2026. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles and arrangements.