Robert Obrien is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Mercer Allied Company, The Ayco Company, Goldman Sachs & Co. LLC, UBS Financial Services, and multiple entities within the Rockefeller organization. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates both as a registered investment adviser and broker-dealer, offering access to a consolidated investment platform with diverse solutions across equities, fixed income, and alternatives.

Dolores White is an investment advisor representative at Kestra Advisory with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Kestra Financial Services since 2016. In addition to her advisory role, she serves as Director of Asset Management and assists with registered representative activities through Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and investment solutions supported by rigorous due diligence. The firm manages approximately $79.8 billion in assets and serves notable clients including large institutional investors and sovereign wealth funds.

Josemary Gutierrez is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Borough of Manhattan Community College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor investment managers.

Paul Dulock is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Carmine Demaio is a financial advisor at TD Private Client Wealth LLC with a Series 66 license and four years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of finance, he worked at Monmouth University and Rix Pool & Spa. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through a platform supported by Envestnet and custodians like Pershing.

Kevin Curry is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. His career includes roles at New York Life Insurance Company, NYLife Securities Inc., and Eagle Strategies Corp. He was also involved with My Girls LLC from 2013 to 2019. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Susan Forman is a CFP® credentialed financial advisor with 41 years of industry experience. She has been with Kestra Advisory since 2016 and Kestra Investment Services since 2006. Outside of her advisory role, she serves as an administrative assistant at Wealth Preservation Solutions, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Bailie Slevin is a financial advisor with Guardian Life and holds a Series 66 designation, bringing 12 years of industry experience. Slevin has worked at Park Avenue Securities and Guardian Life in multiple roles since 2007. Outside of advisory work, Slevin teaches a financial literacy class at California State University, Fullerton. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies through proprietary and third-party programs.

Rohit Madan is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding the CFP® and ChFC® designations and Series 63 and 66 licenses. He has 11 years of industry experience, including roles with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with a significant portion of assets managed on a non-discretionary basis.

Ling Yan is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds the Series 65 and Series 63 licenses. Her prior work includes roles at LuminPath Planning, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Worldquant, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through various platforms and employs a combination of passive and active investment strategies aligned with client risk tolerances.

Dominic Rafetto is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Eagle Strategies since 2016 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2012. Outside of advising, he is involved in managing several rental properties through a real estate LLC. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Scarpelli is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. He has been with Citigroup since 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and arrangements.

Eli Boussi is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes seven years at UBS Financial Services before joining Rockefeller Financial, where he has worked since 2014. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm combines a Private Advisor model with the Rockefeller Global Investment Management platform to provide discretionary and non-discretionary portfolio management, financial planning, and investment banking services, including offerings unique to enterprise advisors such as broker-dealer registration and alternative investment placements.

Stephen Craffen is a CFP® professional with 22 years of experience in financial advising. He currently works with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously served at Atlas Fiduciary Financial and Stonegate Wealth Management, LLC. Outside of advising, he is the owner of a Retro Fitness franchise in Ringwood, NJ. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies overseen by an internal Investment Committee.

David Brown is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including roles at Brown Financial Services since 2012 and Eagle Strategies Corporation since 2001. Brown is also engaged in brokering fixed insurance products for various carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a focus on non-discretionary asset management and fiduciary responsibilities.

Nancy Greene is a financial advisor with Money Concepts Capital Corp in Ringwood, NJ, holding a Series 63 designation and over 30 years of industry experience. She has been with Money Concepts Capital Corp since 1995. Outside of her advisory role, she serves as Vice President and Secretary of LCG Tax Services, LLC, and is involved in non-investment-related businesses including group health insurance and payroll services as well as Medicare supplement and Medicare Advantage insurance through Integrity Family Resources Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Michael Burns is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 1996. Citigroup Global Markets serves individual and institutional clients across a broad range of 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 such as swap dealer and futures commission merchant.

Matthew Ludmer is a financial advisor at Concurrent Investment Advisors, LLC with 43 years of industry experience. He has previously worked at Spire Investment Partners, LLC and currently serves as an Investment Advisor Representative of Spire Wealth Management through the affiliated firm Aligned Wealth. Outside of his advisory role, he founded the Aligned Center, a membership-based community organization focused on personal growth. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services using customized, primarily long-term portfolios with ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Vivian Cohn is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2003. Prior to that, she worked at Henes Floretti Associates starting in 1997. She is also a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, offering operational and investment platform support while allowing advisors discretion in portfolio construction.

Nancy Kingsberg is a Series 66-credentialed financial advisor with 18 years of industry experience. She has been with Eagle Strategies (NY Life) and its affiliated entities since 2016, following seven years at Merrill. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.