Anthony Cerulli is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Citigroup Global Markets since 2015. Outside of his advisory role, he works as a weekend driver for a ride-sharing service in Long Island, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

John James Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. His prior roles include positions at Morgan Stanley, Kineo Capital LLC, Due Diligence, and Arch Capital Services Inc. He holds Series 65 and Series 63 licenses. 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, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

R Dunuwila is a financial advisor at Voya Financial Advisors, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Voya in 2020, he worked for Lincoln Investment Planning, Inc. for 16 years. Outside of his advisory role, he volunteers as a translator for Shakti Village Empowerment. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led investment programs that combine model portfolios and manager-driven strategies, with a significant portion of assets managed on a non-discretionary basis.

John Kortze IV is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Wells Fargo Advisors. Kortze serves as treasurer for the Newtown Volunteer Ambulance in Newtown, CT. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Matthew Jorgensen is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, First Republic Investment Management, and HQ Digital LLC. 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Cary Kortze is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Kortze is a partner in Kortze Brothers Wealth Management Group and serves as an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services along with portfolio management through various Steward Partners-branded and third-party solutions.

Thomas Gape is a financial advisor with Equity Services, Inc., holding a Series 66 license and one year of industry experience. His prior work history includes roles at National Life Group, Mass Mutual, and Schuberts II Inc. Outside of his advisory work, he is also engaged as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizes third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

Andrea Loughlin is a financial advisor at Oppenheimer with 45 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Oppenheimer since 2015. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, fixed-income, and equity strategies.

Christine Eriksen is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm employs a fiduciary standard for its RIA services and provides both model portfolio and customized portfolio management options.

Jason Bonito is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Citigroup since 2017 and previously worked at Joseph Stone Capital, LLC from 2013 to 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with distinctive market roles, providing varied advisory solutions including discretionary accounts, alternative investments, and lending secured by advisory assets.

Richard Gallipoli is a ChFC® credentialed financial advisor with 35 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, firms where he has worked since 2007. Outside of his advisory role, he teaches a six-hour defensive driving safety course. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Thomas Theodorou is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Transatlantic Reinsurance Company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jonathan Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 11 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Outside of his advisory work, he serves as Vice President of J&G Associates, Inc., an independent insurance agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Timothy Mcparland is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2008 and previously worked at Union Financial, Inc. from 2021 to 2023. Outside of his advisory role, he is engaged in fixed insurance brokerage, specializing in life, disability, group, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with advisory arrangements that include both direct advisory roles and promoter referral services.

Michael Beloff is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the CFP® and ChFC® designations and has held roles at LPL Financial, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. He serves as a member of the American Funds ABLE Advisory Council. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm offers an open-architecture platform supporting both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Gianni Dimeglio is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with William Blair, where he has worked since 2021. Prior to this, he spent nine years at TD Bank, N.A. and TD Private Client Wealth LLC. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Peter Anastasian is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, CJM Wealth Management, and H. Beck, Inc. He is a member of The Anastasian Family Foundation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting with an investment approach that combines strategic allocation, passive and active management, and research-driven factor investing.

Timothy Drinkall is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Essentia Analytics, Dauntless Management, Clear Harbor Asset Management LLC, and Morgan Stanley. He also serves as an adjunct professor at Fairfield University, teaching Principles of Investing. Oppenheimer provides advisory and brokerage services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment products, offering both discretionary and non-discretionary management programs.

Ricardo Chicas is a financial advisor at Lincoln Investment with 27 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Lincoln Investment in 2026, he worked for 12 years at TIAA-CREF and TIAA. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs managed through both in-house and third-party strategies overseen by an Investment Management & Research team.

Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.