Shannon Thieke is a Series 65–licensed financial advisor at Wealthspire Advisors with one year of industry experience. Prior to joining Wealthspire in 2024, she held positions at Boston College from 2020 to 2024 and worked for the Town of Hempstead from 2018 to 2021. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers wealth management, financial planning, retirement-plan consulting, and other services tailored through client interviews and ongoing monitoring.

Gyungnam Kang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2017. Prior to joining Citigroup, he worked at Bonchon Franchise LLC for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and operates with institutional scale, providing both discretionary and non-discretionary solutions.

Jason Holbrook is a financial advisor at PNC Wealth Management with Series 66 and Series 63 credentials and less than one year of industry experience. His prior work experience includes roles in education and various other fields before joining PNC Wealth Management. PNC Wealth Management offers retail brokerage and advisory services through an invitation-only, model-based digital portfolio program that uses algorithm-driven risk assessment and third-party strategists to manage investments via mutual funds and ETFs.

Catherine Keane is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 1991. Outside of her advisory role, she is a co-owner of a second home used as a rental property. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model portfolios or customized solutions.

Todd Geller is a financial advisor at &PARTNERS with 35 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services through a combination of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies.

Berenice Dupiton is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2022 and has prior work experience including a role at All Star Security. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles.

Katrina Luca is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at IBM and WFGIA and maintains an active CPA license, occasionally assisting friends with tax preparation. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers to implement investment strategies.

Tyler Bisack is a CFP® professional with five years of industry experience, currently serving at Hightower Advisors since 2023. His prior roles include positions at Hightower Altium Holding, LLC, Altium Wealth Management, LLC, and Connecticut Financial. He is based in New York, NY. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Liwen Li is a CFA® charterholder and registered representative with Citigroup Global Markets, where she has worked since 2017. She has four years of industry experience, including two years at Washington University in St. Louis prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivative services, and bespoke discretionary solutions for high-net-worth clients.

Anthony Catapano is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities, Edward Jones, E*TRADE Financial Corporation, and TD Ameritrade Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model aligns with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Travis Hayon is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and has held roles at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. Outside of his advisory work, he serves as the Interim Membership Chair for LeTip, a business networking organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Nicholas Ramsoondar is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Aegis Capital Corp. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, financial planning support, and access to a range of investment products through affiliated and third-party managers.

Brian Hayes is a financial advisor with Oppenheimer, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Emilton Lopez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Advisors, Sterling National Bank, and LPL Financial. Outside of his advisory role, he is a business owner of a laundromat. 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, alongside broker-dealer execution and custody services.

Steven Brett is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Marcum Wealth, Valmark Securities, and Raymond James Financial Services. Outside of advisory work, he serves as a trustee for a family trust and is a general partner and investor in a franchised health and beauty retail corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Daniel Spagnolo is a financial advisor at Kestra Advisory with 25 years of industry experience. His prior roles include positions at Kingswood Wealth Advisors and American Portfolios Financial Services. Outside of advising, he is involved with the Crohn's & Colitis Foundation as a fundraising member and operates an insurance brokerage focusing on life, disability, health, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving clients that range from large institutional investors to sovereign wealth funds.

Daniel Lynch is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Valic, he worked at Agia as an agent selling non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.

Martin Smulison is a CFP® with 42 years of industry experience, currently affiliated with Lincoln Investment since 2017. His prior work includes roles at Legend Advisory Corporation and Legend Equities Corporation, and he also operates a sole proprietorship providing personal and corporate tax preparation services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs both strategic and tactical investment approaches through in-house and third-party strategies, overseeing approximately $22.9 billion in advisory assets as of the end of 2025.

Alaina Spilkevitz is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citi since 2012. 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 with oversight committees to select and monitor managers, and maintains unique market roles including in-house research and functioning as a swap dealer and futures commission merchant.

Paul Lacava is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked with New York Life Insurance Company and affiliated firms since 1991 and operates under DBAs Wealth Conservation Group, Inc. and Benefits Plus Financial Services, Inc., both focused on selling New York Life products and brokering non-registered insurance products. Outside of financial services, he is involved as an owner of a company engaged in automobile engine research and development. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.