Devin Wendel is a financial advisor at United Planners Financial Services of America with two years of industry experience. He holds the Series 66 designation and has worked at United Planners Financial Services and Wendel Financial Group since 2023. Outside of his advisory role, he is involved as a Data Solutions Architect for AI fintech firms Mega Stock Picker Inc and My Stock Picker Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, with a distinctive limited partnership ownership structure held mostly by financial professionals.

Giovanni Classen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 66 and Series 65 licenses and eight years of industry experience. His work history includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Eyrium Wealth Strategies, LLC. Eagle Strategies serves a diverse mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types and manages most assets on a non-discretionary basis, particularly serving institutional sponsors alongside individual investors.

Shady Shamaa is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. He has been with Citigroup Global Markets since 2021 and previously worked at Citibank NA and Rocco's Pastry Shop. 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, custody, and derivatives services.

William Alvarez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also an agent with Agia. Outside of his advisory role, Alvarez serves as President of Kearny Thistle United FC, a nonprofit youth travel soccer club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kostas Koufidis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 24 years of industry experience. He is co-owner of Reilly Financial Group, LLC, where he dedicates a significant portion of his time to investment-related activities. His prior experience includes roles at MassMutual Investors Services and Massachusetts Mutual Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of advisors and manages a broad range of client assets with discretionary and nondiscretionary managed-account programs and access to third-party asset managers.

Warner Pierre is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Pierre has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm offers an integrated service model tied to Empower’s recordkeeping and administrative platforms, including both point-in-time financial plans and optional managed account solutions.

Sean Featherstone is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, he worked at Premium Merchant Funding and gained experience in various roles including a position at Ramsey Golf and Country Club. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and a variety of implementation methods, supported by an extensive Goldman Sachs ecosystem and proprietary research tools.

Patricia Lee is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 32 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 with existing relationships through TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Nathaniel Henein is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 66 license, with 19 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2011. Henein serves as a board member at large on a church council, engaging in governance and organizational matters. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Michael Fischer is a CFP® professional with 10 years of industry experience. He has been with Cerity Partners LLC since 2022 and previously worked at Round Table Services for 11 years. Based in Westfield, NJ, he is part of a large team serving a diverse client base. Cerity Partners advises individuals, families, institutions, and other entities on wealth management, offering customized investment management, financial planning, tax services, and more. The firm manages approximately $166.2 billion in client assets and provides access to both traditional and alternative investment solutions through proprietary and third-party strategies.

Pamela Johnson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. She holds Series 65 and Series 63 credentials and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Pamela is also the owner of Ponce & Associates LLC, a business focused on brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a diverse range of clients including defined contribution and defined benefit plans.

Amanda Azzopardi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Ayco Company LP since 2017, following two years at Aetna. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management utilizing strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integration with the wider Goldman Sachs platform.

Edward Hughes IV is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all of which he has spent with AYCO, Co./Goldman, Sachs & Co. since 2012. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mark Porcelli is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has previously worked with Charles Schwab & Co., TIAA-CREF, and Lenox Advisors, Inc. Porcelli is based in Jersey City, NJ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach emphasizes asset allocation and investment selection guided by internal research and standard models, with trades executed only upon client authorization.

Simon Kunthara is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, and Charles Schwab. Outside of financial advising, he is the owner and partner of SiHa LLC, a real estate business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Bryan Dalessandro is a financial advisor at Farther with 17 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, Chase Investment Services Corp., and operated as a sole proprietor. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, fixed income, and supplemental AI tools.

Mary Pucciarelli is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 credentials and 41 years of industry experience. Her prior work includes roles at Reilly Financial Group, Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and METLIFE Securities Inc. She also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm provides a comprehensive adviser-support platform, including managed-account programs and access to third-party asset managers, while acting as a wrap-fee program sponsor and back-office provider.

Natani Drati is a CFP® affiliated with Schwab Wealth Advisory, Inc. based in Jersey City, NJ, with two years of industry experience. His prior work includes roles at Charles Schwab & Co., Northwestern Mutual, JP Morgan, and Rick Hu. Outside of advisory work, he is involved in youth sports training, focusing on football and speed and agility for children under 16. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with trades executed only upon client authorization.

Dean Loucka is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services, TD Ameritrade, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Charles Churchill is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including HSBC Securities, Merrill, UBS Financial Services, and Chase Investment Services. Churchill has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.