Mark Elko is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including HSBC Bank USA, Pruco Securities, and The Prudential Insurance Company of America. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm operates through a large network of independent advisers and offers a range of solutions such as discretionary and non-discretionary management, separately managed accounts, and retirement plan advisory services.

Brandon Powers is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and 16 years of industry experience. He has worked at Principal Securities Inc. since 2016 and was previously employed at Principal Life Insurance Company from 2012 to 2016. Outside of his advisory role, he serves as treasurer for his wife’s clinical psychology practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. 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.

Brian Odonoghue is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at New York Life Investment Management LLC and NYLife Distributors LLC for 11 years before joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized strategies under a fiduciary standard.

Charlie Santos is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2026, he worked at Edward Jones for seven years. Outside of his advisory work, Santos coaches youth soccer, leading two academy teams and is involved with the HASC Soccer Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, and manages approximately $36.7 billion in assets as of December 2025.

Cintra Bedassie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and 22 years of industry experience. Prior to joining Janney Montgomery Scott, Bedassie worked at Morgan Stanley Smith Barney, JPMorgan Securities, and Credit Suisse Securities. 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—including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients—and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Alexander Rabinovich is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 33 years of industry experience. He has been associated with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1992. In addition to his advisory work, he sells health insurance for existing clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel outside the United States. 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.

Evan Portnoy is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Commonwealth since 2017, following a 12-year tenure at National Planning Corporation. Portnoy is also Executive Vice President and Co-Owner of Newport Coverage Corp., a private insurance firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Steven Dolgin is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has been with Janney Montgomery Scott since 2004 and holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, retirement plans, and municipal organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Eric Bernstein is an advisor with Wealthspire Advisors in Melville, NY, holding five years of industry experience. He has been with Wealthspire Advisors since 2015. Bernstein also serves as a designee and director of alternative investments at GMAG Management LP, overseeing operational and investor relation functions for private funds. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering a range of wealth management and financial planning services.

Janet Mccabe is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at TIAA-CREF since 2013, with prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Additionally, she serves as a New York notary. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated group.

Scott Larson is a financial advisor with \u0026PARTNERS and holds a Series 66 designation. He has experience working at several firms, including Outfin Group, Permian Investment Partners, First Manhattan Co., and Highline Capital Management. Larson has been with \u0026PARTNERS since 2025. \u0026PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA 3(21) consulting, retirement plan participant management, and investment banking, using a combination of proprietary models and third-party manager solutions on the Envestnet platform.

Teofilo Rojas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at Capital One Investing, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with comprehensive manager oversight and operates with institutional scale and specialized market roles.

Salim Bassalian is a financial advisor with Eagle Strategies (New York Life) in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates Solomon Bass Financial, which offers New York Life products and brokering of non-registered insurance products. Outside of his advisory work, he serves as a director for Keren Yad Shmuel Ve Tamar, a nonprofit religious charity focused on food distribution and religious studies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a predominantly non-discretionary basis.

Jonathan Shenkman is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for 10 years. Shenkman is principal and president of Shenkman Wealth Management and Parkbridge Wealth Management, both insurance-related firms. He also contributes occasional financial planning articles to Forbes.com. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Carolina Llano Gonzalez is a CFP® professional at Wealthspire Advisors with two years of industry experience. She previously worked for seven years at Finemark National Bank & Trust before joining Wealthspire Advisors in 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Jeffrey Dazzo is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Cetera, CUNA Brokerage Services, and CUNA Mutual Group. Outside of his advisory career, he was involved with Tutto Fresca, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Lawrence Sprung is a CFP® professional with seven years of experience at CWM, LLC, where he has been since 2020. He previously worked at Mitlin Financial, Inc. for over a decade. Outside of his advisory role, Sprung serves on the board of the American Foundation for Suicide Prevention and is chair of the Keith Milano Memorial Fund, both focused on suicide prevention and mental health. He also contributes as a guest columnist for Investopedia and serves on the advisory board for Forbes Advisor Banking. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable emphasis on fiduciary processes and retirement plan services.

Olivier Jean Baptiste is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His work history includes roles at Okapi Partners and several academic institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Andrew Marcus is a Series 66-licensed financial advisor with 28 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014. Outside of his advisory role, Marcus serves as an independent insurance agent and is president of Andrew U. Marcus, LLC, which employs administrative support for his colleagues at VOYA. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs that combine model portfolios and manager-driven sleeves, with an emphasis on non-discretionary assets, and operates an integrated advisory and broker-dealer platform supported by multiple affiliates.

Mark Zigman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Commonwealth since 2017 and previously spent nine years with National Planning Corporation. In addition to his advisory role, he serves as a Retirement Benefits Specialist with Rampart Benefit Planning, Inc. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.