Tracy Gravius is a CFP®-designated financial advisor with 15 years of industry experience, currently with Rockefeller Financial LLC since 2021. Prior to this, she worked at BNY Mellon, N.A. and Union Savings Bank, and from 2014 to 2020 was involved with Preganista LLC. Outside of financial advising, she is a distributor and educator for Young Living Essential Oils, a wellness company specializing in essential oils. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, as well as institutions and retirement plans, providing portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, along with broker-dealer services and alternative investment placement.

Lawrence Giordano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Janney since 2008. Outside of his advisory work, he volunteers as an assistant to the head coach of a local Tee Ball team in New City, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Nina Dinicuolo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Citigroup since 2021. Her prior experience includes roles at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and commercial arrangements.

Matthew Foster is a CFP® professional with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Geller Advisors, LLC, and Bessemer Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive enhanced open architecture framework.

Heather Philip is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of finance, she is a yoga instructor at YogaSpace LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, and portfolio management services. The firm offers integrated wealth, trust, and insurance capabilities through the Rockefeller Global Family Office platform.

James Dunphy IV is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Citigroup since 2018, JPMorgan Securities LLC since 2013, and previous positions at Pier 701 and La Terrazza. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, maintaining large institutional scale alongside unique market roles and arrangements.

Keith Cox is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 27 years of industry experience. He has worked at PlanMember since 2010 and also has a long-standing role with Scarborough Alliance Corp. Outside of his advisory duties, he manages a town park and beach in Carmel, New York. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management for many plans alongside participant-level investment options and educational support. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, serving its clients through both broker-dealer and investment advisory registrations.

Josip Antolos is a Series 66-registered financial advisor at Citigroup Global Markets with 14 years of industry experience. He has worked at Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports large-scale, complex market roles and arrangements.

Dylan Roche is a CFP® professional with nine years of industry experience, currently serving as an advisor at Voya Financial Advisors, Inc. since 2017. In addition to his advisory role, he is an audiobook narrator and joint podcast host for fiction short stories. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage and insurance product distribution through a dual-registered SEC investment adviser and broker-dealer platform.

James Rie is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 30 years of industry experience. His prior roles include positions at Manning & Napier Investor Services and Valic Financial Advisors. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and advisory investment services focused on asset allocation, contribution guidance, and retirement planning. The firm’s approach leverages Morningstar Investment Management’s proprietary software and model portfolios to support both discretionary and non-discretionary investment strategies.

Clara Humphrey is a financial advisor at Hightower Advisors with five years of industry experience. Prior to joining Hightower in 2024, she worked at Equitable Advisors and TD Bank. Outside of her advisory role, she has performed clerical and ministerial duties with a financial advisor group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Trevor Mcnally is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities, Guardian Life Insurance Company, Bungee Capital Partners, and Managed Care Advisory Group, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and retirement consulting services.

Michael Weinberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, he is a CPA who prepares various types of tax returns and also conducts insurance sales independently. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Evan Sall is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to joining Citigroup in 2023, he worked for eight years at Signature Securities Group Corp./Signature Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Daniel Giaimo is a CFP® certificant with 27 years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial since 2015 and has been involved with ITI Strategies since 2003. Giaimo serves as President and CEO of Giaimo & Company, Inc., a tax preparation and accounting firm. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and a proprietary WealthSuite separately managed account program.

Jeremy Kosh is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2020, following six years at Ameriprise Financial Services. 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.

Brennian Antell is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds a Series 65 credential and has previously worked at Altium Wealth Management LLC and Hightower Altium Holding, LLC. Outside of advisory work, he is involved in insurance advice and sales through Altium Planning, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s approach features multi-manager solutions and manager selection, offering access to both affiliated and third-party managers with a broad range of investment options.

Josette Greechan is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2016. Her prior experience includes roles at Bank of America and Merrill. She is a co-trustee of a family trust holding real estate properties in Colorado. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation and manages accounts with a combination of discretionary and non-discretionary approaches.

Christopher Richards is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, having worked at firms including Prudential Insurance Company of America, MassMutual, and New York Life prior to joining Guardian Life and its affiliate Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individual and institutional clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and provides model portfolios from in-house and third-party managers.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Northern Trust Bank and Northern Trust Securities, Inc. Outside of his advisory duties, no additional activities are noted. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans. The firm offers wealth management, financial planning, portfolio management, and retirement plan consulting, integrating trust and insurance services alongside brokerage and placement capabilities.