Hau Ling Cheng is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2014 and holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Matt Miller is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has prior work experience at Billfold and Yelp. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs various investment strategies through proprietary and third-party model portfolios and supports a range of account services including lending solutions and donor-advised funds.

Patrick Edwards is a financial advisor at Money Concepts Capital Corp with 22 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he is a CPA and owner of Edwards Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a range of clients including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Guardian Life and its affiliated companies since 1985. Outside of his advisory role, he serves as the treasurer for the Red Creek Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory programs featuring discretionary and non-discretionary options, including a hybrid digital solution, and benefits from its insurer ownership structure.

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.

Daniel Catalano is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers discretionary management through various programs and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that uses affiliated funds.

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.

Yang Vogel is a financial advisor with Eagle Strategies (NY Life) based in Livingston, NJ, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Prior to joining Eagle Strategies in 2023, he worked at NYLIFE Securities LLC and New York Life Insurance Company since 2022 and was with HSBC Bank USA from 2015 to 2022. Outside of his advisory role, he is a licensed Notary Public. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

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.

Robert Hope is a CFP® professional with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and PNC Bank. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and advanced portfolio management tools under an enhanced open architecture framework.

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 at Primerica Advisors with 12 years of industry experience and holds a Series 66 designation. Slevin has worked at Park Avenue Securities and Guardian Life Insurance Company during this time. Outside of advisory work, Slevin teaches a financial literacy class at CSU Fullerton. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies, including proprietary and third-party model portfolios, and supports both discretionary and non-discretionary account management.

Chelsea Shin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022. Her prior work experience includes roles at Towneplace Suites Cal Expo 24/7 Hotels, Sacramento City College, CSU of Sacramento, and Han's Cleaners. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Harrison Till is a financial advisor at Integrated Wealth Concepts LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Bank of America, and Merrill. Till also operates Till Advisory and Capital Management, LLC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, focusing on customized portfolios employing a combination of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term approach.

Zaki Saoud is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 15 years of industry experience. His prior experience includes roles at Valic Financial Advisors, J.P. Morgan Securities, and PNC Wealth Management. He is the owner of a rental property business, ZAKIS REALTY LLC. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing TIAA-administered employer retirement plans. The firm’s advisory approach separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Mark Homsi is a CFP® with 25 years of industry experience, currently affiliated with Principal Financial Services. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2006. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

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.

Rowland Pepito is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC. His background includes roles at American Century Investment Services, Inc., Northwestern Mutual Investment Services LLC, and Ernst and Young. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active managers alongside quantitative, momentum, and fundamental analysis.