Robert Campbell is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Farther and has previously worked at Ameriprise, Bank of America, and Merrill Lynch. Outside of his advisory role, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity involved in investment-related activities. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

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.

Theodore Marohn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Janney Montgomery Scott since 1984. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Ankur Manchanda is a CFP® professional with 22 years of experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with both Hornor Townsend & Kent and Penn Mutual Life Insurance Company since 2010. Manchanda is also involved in insurance sales and financial services through his roles in Ankur Manchanda, LLC and Q6 Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing discretionary and non-discretionary assets for a broad client base.

Cooper Czajka is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Quest Capital & Risk Management Inc. and First Class Valet, as well as having a seven-year tenure at McDonald's. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jeremy Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with TIAA and TIAA-CREF since 1997 in Melville, NY. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolio options and acts as adviser to a donor-advised fund.

Arthur Keegan III is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® and Series 63 designations. He has 25 years of industry experience, including over two decades with New York Life Insurance Company. Keegan is based in Melville, NY. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored solutions across various program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors.

Belinda Tsui is a CFP® with 20 years of industry experience. She is currently with Savant Wealth Management and previously worked at Heller Wealth Management, Hillcrest Wealth Advisors, and Eisner Retirement Solutions. Savant Wealth Management provides comprehensive wealth management and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by its extensive scale and integrated legal, accounting, and trust services.

Daniel Auriemma is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000 and has over three decades of work history with Nassau BOCES and B.D.C.E.S. Nassau Tech. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team that operates both strategic and adaptive investment strategies.

Katarina Obermaier is a Series 65-licensed financial advisor at Wealthspire Advisors with two years of industry experience. She previously worked at Long Point Capital and has academic experience from Colgate University. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm utilizes an institutional-style asset allocation approach with diversified investment vehicles and offers services including wealth management, financial planning, and retirement-plan consulting.

Joseph Roccosalvo is a financial advisor at GWN Securities Inc. with 43 years of industry experience. He holds the Series 63 designation and has worked at GWN Securities since 2005, alongside prior roles at Securities America Advisors, Inc. and Securities America, Inc. since 1999. Outside of investment advisory, he is involved in long-term care insurance sales as an AFLAC agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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.

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.

Keith Macpherson is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates under the DBA Wealth Conservation Group, Inc., where he brokers non-registered insurance products alongside offering New York Life products and services. 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 maintains a predominantly non-discretionary asset management approach.

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.

Patrick Wren is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for around 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, pension, nonprofit, and foundation clients, using an institutional-style asset allocation approach with a range of investment vehicles and centralized oversight.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.

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 in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2006, following five years at UBS Financial Services. Outside of his advisory role, Orourke serves as a director for a family-owned hardware business and is on the board of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.