Alisha Sheikh is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Jamie Lee is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. Jamie holds the ChFC® designation and is also a licensed Notary Public. Outside of advising, Jamie serves as a board member for the C Land Foundation, which focuses on environmental awareness and youth leadership development. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs tailored to client goals and maintains a significant amount of non-discretionary assets under management within an integrated New York Life affiliate structure.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Timothy Daly is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Janney Montgomery Scott since 2009 and previously spent a year at Stifel Nicolaus & Co Inc. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

William Lewis is a CFP® with 28 years of industry experience, currently with Steward Partners Investment Advisory, LLC. He previously worked at Burklow & Rotella, LLC and Ameriprise. Lewis is also engaged in managing the closure of two non-investment-related businesses he owns. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of proprietary and third-party solutions.

Evan Gutman is a financial advisor at Key Investment Services LLC with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in roles outside the financial sector, including at Uber and Penn State Housing and Food Service. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.

Robert Wrage is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and he has been with Citigroup-affiliated firms since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large client relationships.

Nitika Sethi is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to provide bespoke discretionary solutions and extensive research capabilities.

Michael Guarnieri is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has concurrently worked at Scheer Guarnieri & Associates CPAs LLP as a certified public accountant since 2011. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Richard Harrison is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 50 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2000. Harrison is also the owner of The Harrison Group, an insurance business he has operated since 1975. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors.

Yooran Cho is a financial advisor with PNC Wealth Management in Little Falls, NJ. He holds a Series 66 designation and has been with PNC since 2022, including roles at PNC Bank prior to his current position. His background includes experience in tax consulting and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

Daniel Leskowitz is a financial advisor at Commonwealth Financial Network with three years of industry experience. He previously worked at Morgan Stanley and Barclays. His other business activities include fixed insurance sales conducted during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Justin Spagnuolo is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he had roles outside finance, including working at Erini Restaurant and Franklin Avenue Middle School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

John Finney is a CFP® with 40 years of experience in the financial services industry. He currently works at Beacon Pointe Advisors, LLC and has previously held positions at firms including Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual. In addition to his advisory role, Finney is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies in both public and private markets.

Matthew Griffin is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets combines large institutional scale with unique market roles, including in-house research, derivatives services, and customized solutions for very large clients.

Lenin Sanchez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Jennifer Hatch is a CFP® professional with 36 years of experience in the financial services industry. She is affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has been leading Christopher Street Financial since 2007. Hatch serves as a board member for the Rockland Pride Center and Making Gay History. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Frank Castellvi is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Ascensus and Lord Abbett & Co., LLC. He is currently based in Wyckoff, NJ. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary modeling and portfolio oversight by Morningstar Investment Management, focusing on asset allocation, contribution rates, and retirement age guidance.

David Nadeau is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes positions at Empower Retirement, Wells Fargo Bank NA, Fidelity Investments, and Freedom Mortgage Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and select retail brokerage account holders. The firm’s approach includes point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Michael Mccaffrey is a financial advisor at Guardian Life with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2011, following an 11-year tenure at International Planning Alliance, LLC. Guardian Life’s subsidiary Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, retirement plan consulting, and a variety of advisory programs including discretionary and non-discretionary management using both proprietary and third-party models.