Stephen Dileo is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF and TIAA since 2016. Prior to that, he worked at R. Seelau & Co., Inc. from 2015 to 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients linked to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Austin Colaluca is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, and prior to that was employed at Sacred Heart University and MKTG. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Timothy Cunningham is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2020. He previously worked at J.P. Morgan Securities for eight years. Outside of finance, he has been involved in stagehand work for the New York City Ballet since 2002. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with over 400 advisors managing approximately $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, and nonprofit organizations, offering a range of advisory and investment management services that include firm-developed and third-party model strategies with ongoing oversight.

Andrew Buscetto is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 26 years before joining NewEdge Advisors. Outside of his advisory role, he manages support staff and administrative functions through his ownership of Singularity Management, LLC, and oversees practice administration at 7B Ventures, LLC. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a variety of analytic approaches and periodic portfolio reviews.

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.

Zachary Fuld is a financial advisor with Equity Services, Inc., holding a Series 66 designation and eight years of industry experience. He has worked at Equity Services, National Life Group, Guardian Life Insurance Company, Park Avenue Securities, and Cross River Bank. Outside of his advisory roles, Fuld serves as a board member for Congregation Beth Sholom-Synagogue. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Dakota Best is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Transamerica, Dakota worked at Edward Jones and Wfgia. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers as part of its advisory approach.

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 at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Fieldpoint Private, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities Inc. He serves as an advisor receiving commercial loan trails related to client loans. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Irina Katsihtis is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley for four years and has additional experience at M&T Bank and TD Bank. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients through its network of advisor practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Benjamin Gonsier is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs Ayco Personal Financial Management, Bank of America, and Merrill. Prior to his financial services career, he served seven years in the United States Air Force. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

David Shipper is a financial advisor at Benjamin F. Edwards & Company, Inc. with 52 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he serves as an arbitrator on the NYSE Arbitration Panel. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

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.

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.

Alan Schantz is an investment advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011 and has been associated with Kestra Advisory and its related entities since 2003. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and extensive investment options supported by third-party platforms.

Katrina Stanton is a financial advisor at William Blair with 10 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to that, she was with TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2021. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Orourke is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2006. Outside of his advisory role, he serves as a director for Aubuchon Hardware, a family-owned business, and is a board member of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. 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, employing strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives.

Frank Arena is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

James Clancy is a financial advisor at OSAIC Institutions, Inc. with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at LPL Financial LLC and Infinex Investments, Inc. He also serves as a Vice President and Financial Advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services and combines adviser and broker-dealer registrations, providing clients access to alternative investments and lending solutions.