Kelly Ogiba is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and beginning their advisory career in 2026. Prior to joining WEAS, Ogiba worked at the Wealth Enhancement Group since 2019 and at TD Bank NA from 2016 to 2019. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified, risk-class based investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Oliver Abel V is a Series 66 licensed financial advisor at Citigroup Global Markets with eight years of industry experience. His career includes roles at Merrill, Bank of America, Arnold Worldwide, Glenmede Trust Company, and New York University’s Leonard N. Stern School of Business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies with internal oversight and provides specialized services such as derivatives and futures trading, lending secured by advisory assets, and bespoke discretionary solutions for large clients.

Kendl Fulco is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Principal Securities Inc. and Principal Financial Group since 2011. Additionally, Fulco serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Peter Kibbe is a financial advisor at Hightower Advisors with 13 years of industry experience. He holds a Series 65 designation and previously worked for Citigroup Global Markets for 12 years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, and financial institutions. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Sarah Mullane Becker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Guardian Life Insurance Agency and Park Avenue Securities since 2000. Becker serves as president of The FVA Foundation and is a board member of the Northern Westchester Hospital Community Foundation, reflecting involvement in local nonprofit organizations. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with access to proprietary and third-party investment programs. The firm provides a range of financial planning, retirement, and business consulting services supported by multiple investment platforms and account-level lending solutions.

David Eder is a financial advisor with Rockefeller Financial LLC in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory work, he assists with bookkeeping for his spouse’s orthodontics practice. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm operates a Private Advisor model supported by a consolidated investment platform and maintains broker-dealer registration, which distinguishes its range of services.

James Geiger is a CFA® charterholder with 11 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2019, following prior roles at J.P. Morgan Chase Bank and JP Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as operating as a swap dealer and futures commission merchant.

Jordan Ceraso is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 12 years of industry experience. His work history spans both firms since 2015. Outside of his primary role, he also engages in insurance sales beyond Guardian policies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual and institutional clients with a range of brokerage services, financial planning, and investment advisory solutions, including discretionary and non-discretionary portfolio management.

Jeffrey Neeck is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities, with a career spanning over two decades at Primerica Advisors. He is involved in managing partnership interests through Hardscrabble Hill Holdings LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides various financial planning and consulting services.

Nicholas Ramstetter is a financial advisor at Hightower Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments, PriceWaterhouseCoopers, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a model that emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, proprietary research, and various investment vehicles.

Max Needham is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Raymond James & Associates, Inc. for 10 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

James Manzolillo is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he is a member of Driftwood Unit 10, LLC, a venture involved in property ownership for personal vacation use. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Cameron Mc Farlane is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at LPL Financial and People's United Advisors. He serves as secretary on the board of a nonprofit organization, SoNo Place. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by AI-enabled research tools and inter-affiliate resources.

Katelyn Edge is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sanford C. Bernstein & Co., LLC since 2015. Citigroup Global Markets serves individual and institutional clients across various 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 discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

William Christian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private. He also serves as an advisor receiving loan trails on commercial loans executed for his clients. 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 and financial planning services, operating under a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also maintaining broker-dealer registration and providing placement and investment banking services.

Alexander Lane is a CFA® charterholder with 29 years of experience in the financial services industry. He has worked at William Blair since 2021 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, Lane serves as a snowboard instructor at Windham Mountain Snow Sports School during winter weekends and breaks. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to high-net-worth individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios and access to private funds through its MB Investments Program.

Camilla Ostbye is a financial advisor at Hightower Advisors with a Series 65 credential and no prior industry experience. Her work history includes recent roles at Hightower Advisors and she has a background as a full-time undergraduate student. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various portfolio construction techniques.

Kevin Mcdermott is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. 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 combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Kathryn Taylor is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott in various capacities since 2016. Outside of her advisory role, she coaches gymnastics classes for children at the Darien YMCA on a part-time basis. 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 broad client base including individuals, families, trusts, estates, and institutional clients and offers a range of brokerage services, financial planning, and advisory programs through both in-house and third-party managers.

Carly Levine is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.