Patricia Linekin is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including roles at Key Investment Services since 2016 and at KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Burke Anderson is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2017, following a four-year tenure at Goldman Sachs & Co. 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 maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Ah Jin Cho is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citigroup in 2021, he worked nine years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and leverages its large institutional scale alongside in-house research and market roles.

Ronit Shah is a Series 65 licensed advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower Advisors in 2025, Shah held roles at Drexel University, Alkali Partners, Glenmede, and Vette.io. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Marc Defeo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with prior TIAA-administered employer retirement plan relationships. The firm provides planning services that conclude at delivery as well as ongoing discretionary management through various managed account programs and serves as adviser to the TIAA Donor Advised Fund.

Avi Jankelovits is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, swap dealing, and futures commission merchant operations.

Joseph Canciglia is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2014. He holds Series 63 and Series 65 licenses and is based in Hackensack, NJ. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charities, and municipal clients. The firm offers a range of brokerage services, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Christopher Sosa is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Mariner since 2021. His prior roles include positions at Financial Engines Advisors L.L.C. and Edelman Financial Services, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with specialized capabilities in tax integration and administrative CFO services.

Michael Collins is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citi since 2012 and holds Series 63 and Series 65 licenses. 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 and combines large institutional scale with specialized market roles, including derivatives and futures services.

Chryssanthe Detroyer is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. She has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she holds a 49% ownership in a private real estate business. Benjamin F. Edwards & Company is a large SEC-registered investment adviser and broker-dealer that serves individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services utilizing both discretionary and non-discretionary strategies managed internally and by third parties.

Gehang Schwartz is a financial advisor with TIAA-CREF and holds a Series 66 designation. He has three years of industry experience and has worked at firms including UBS Financial Services, Bank of America, Merrill, and TIAA. His background also includes roles in academia at Baruch College and New York City College of Technology. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a range of services from point-in-time planning to ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Charles Androsiglio Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007, with a brief tenure at Wells Fargo Clearing in 2019. He is based in Scarsdale, NY. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a comprehensive range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Inyong Hwang is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citibank NA for 13 years. Outside of his advisory role, he owns and manages a rental property in Cliffside Park, NJ. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Brian Wood is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 25 years of industry experience. He has worked at TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small corporate retirement plans. The firm offers both planning services and ongoing portfolio management using model and customized investment strategies within a fiduciary framework.

Tammi Lauder is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private Securities LLC. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Gari Semon is a financial advisor with Guardian Life and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Park Avenue Securities, BGS Capital Management LLC, Cetera Financial Specialists LLC, and Victors Maywood. Outside of his advisory role, he maintains an independent financial professional business advising clients based on their goals and risk tolerance. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

Christopher Tortora is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include five years at Voya Financial Advisors and multiple positions at Guardian Life and Park Avenue Securities. He is also involved in advising on term and universal life insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory service.

George Haydock III is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2012 to 2018 before joining TIAA-CREF in 2018. Outside of his advisory role, he serves as a board member for a local volunteer fire department and leads motorcycle adventure tours in New England. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account services to individuals, trusts, estates, and corporate entities, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a range of managed account programs, including customized portfolios and model-based strategies, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Helene Rude is a CFP® professional with three years of industry experience, currently serving with Stratos Wealth Partners, Ltd. She has been affiliated with Stratos Private Wealth and LPL Financial LLC since 2018. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with around 366 advisors serving over 24,000 clients. The firm offers a range of advisor-managed and model-based investment strategies through an open-architecture platform and provides various financial planning and retirement consulting services.