Noah Eskenazi is a Series 66-licensed financial advisor with three years of industry experience. He is currently associated with Primerica Advisors and has prior work history at Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors, LLC. Primerica Advisors serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Hannah Walczyk is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Rim Securities LLC and CNR since 2017, and previously spent four years with Westco Advisory Services, Inc. and Westco Investment Corp. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to create tailored portfolios.

Hoyt Spearman III is a financial advisor at William Blair with four years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC, PlainsCapital Bank, Concho Resources, Rheem Manufacturing, and Southern Methodist University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Kevin Finley is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Rockefeller Capital Management, First Republic Investment Management, Bank of America, and Merrill. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer that provides a range of investment and placement services through a Private Advisor model and consolidated investment platform.

Clifton Fink is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across multiple asset classes.

Chet Schwartz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1999 and currently is affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Schwartz participates in speaking engagements, providing webinars that discuss client interactions and financial planning approaches, and he operates a pass-through entity called Wait for Me, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides additional services such as financial planning, retirement consulting, and securities-based lending.

Timothy Sachs is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017, following two years at T. Rowe Price. In addition to his advisory role, he sells non-Guardian life and disability insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Jack Kastenschmidt is a financial advisor with Citizens Securities, Inc. in New York, NY, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Citizens Bank, Bank of America, Merrill, and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program.

Eric Heaton is a financial advisor with Rockefeller Financial LLC in New York, NY, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2022 and spent ten years at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2012 to 2022. 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 offers a range of portfolio management and consulting services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated platform.

Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. His previous work includes positions at North East Private Client Group and Strategic Turnaround, as well as teaching experience at Kean University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party models.

Andrew Rothstein is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Rochdale, LLC and previously worked at CNR Securities, LLC, HGK Asset Management, and Rice Hall James & Associates, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative methods and fundamental analysis to construct tailored portfolios across various asset classes.

Jeffrey Benowitz is a financial advisor at Guardian Life with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities, WJB Financial Services, and Guardian Life since the mid-1990s. He is also involved in insurance activities outside of Guardian, including life and disability insurance from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships, including a hybrid digital advisory solution and tailored services.

John Paul Saitta is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 licenses. He has 14 years of industry experience and has been affiliated with New York Life and its related entities since 2010. He also owns and operates insurance brokering businesses including Thrive Financial Services & Insurance Solutions, LLC and Concierge Insurance Services. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, focusing primarily on non-discretionary asset management and working within an integrated New York Life affiliate structure.

Danny Arroyave is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work experience includes positions at Merrill, Bank of America, American Express, and several other organizations. 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 pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Dara Roughley is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Rochdale and Rim Securities LLC since 2018, following four years at Hennion & Walsh, Inc. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios. The firm also sponsors City National Rochdale mutual and interval funds and manages approximately $73 billion in assets.

Kelley Trilling is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Steward Partners in 2024, Trilling worked at Burklow & Rotella, LLC and Ameriprise. Outside of advisory work, Trilling is involved in fiduciary activities serving in roles such as trustee and executor. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients, providing a range of investment advisory, financial planning, and managed account services through both proprietary and third-party solutions.

Lukas Sonka is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and Aventi Entertainment. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that offers a range of portfolio management and advisory solutions.

Kevin Pfeffer is a CFP® professional at OSAIC Institutions, Inc. with nine years of industry experience. He has previously worked at Ameriprise Financial Services, First Eagle Investment Management, and AXA Distributors. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model, delegating investment analysis and account management to its investment adviser representatives while maintaining firm supervision.

Collin Sundsted is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and two years of industry experience. Prior to joining Rockefeller Financial, he held roles at AlphaSights and Q Investments, and has experience working in both academic and corporate environments. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Saumya Daniel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 credentials 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its large institutional scale and specialized market roles.