Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Giuseppe Leone is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds the Series 66 designation and has worked at Infinex Investments, Apple Bank, and Ameriprise Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary account management.

Daniel Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.

Jessica German is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 credential and 15 years of industry experience. She previously worked for Financial Advisory Network / MML Investors Service, LLC from 2008 to 2024. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the “Capital System” that segments portfolios among different portfolio managers. The firm employs fundamental research and a long-term investment horizon, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott. 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 client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Allen Mena is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and four years of industry experience. He has been with D.A. Davidson since 2021 and previously worked at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

David Weinstock is a CFP® professional with over 32 years of industry experience, currently affiliated with Kestra Advisory. He has previously worked at Comprehensive Asset Management & Servicing, Inc. and WeiserMazars Wealth Advisors. He also serves as president of the Harbor House Condominium board of directors in Hewlett, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors.

Stephen Falgoust is a financial advisor at Guardian Life with three years of industry experience. He holds the Series 66 designation and has prior work history including roles at Northeast Financial Network and United Sleep Diagnostics. He also works as an independent contractor in insurance outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services, employing both discretionary and non-discretionary models through proprietary and third-party managers.

Michael Chiarella is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including National Life and Rim Securities LLC. Chiarella is also an insurance agent with National Life Group. Equity Services, Inc., operating 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 using a combination of long-term strategies and specialized instruments, with a service model that includes both discretionary and non-discretionary management.

Roger Soo is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds the Series 63 designation and has been associated with Equity Services, Inc. since 1995. Outside of advising, he is a partner in a children's clothing boutique. Equity Services, Inc., operating 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 a range of advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Vanessa Aulestia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having three years of industry experience. Her career includes prior experience at Northeast Financial Network and a six-year period running a chocolatier business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment programs.

Zachary Scott is a financial advisor with Commonwealth Financial Network in New York, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Clearfront Advisory for 10 years and has been with Commonwealth since 2015. Scott is also the owner and president of Townhouse Hill Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services, while offering various program structures and discretionary model portfolios.

John Ryan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Grant Thornton and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker‑dealer and SEC‑registered investment adviser serving individuals, pension and profit‑sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement plan consulting. The firm offers a range of advisory programs, including discretionary and non‑discretionary models and a lower‑fee hybrid digital advisory solution.

Marc Fine is a financial advisor at Oppenheimer in New York, NY, with 36 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of the Julianna Fine Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Yanique Anderson is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and HSBC in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and a combination of large institutional scale and unique market roles.

Patrick Manzi is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. His prior experience includes roles at Principal Financial Services, Credit Suisse Securities, and Neuberger Berman BD. Manzi is the sole member of Omega Partners Consulting, LLC, a financial services consulting firm that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm applies multi-asset, multi-manager strategies with internal oversight and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

James Lang is a Financial Consultant at Fidelity Investments, where he partners with clients to build personalized financial plans tailored to their short and long term goals. He has been in his current role since 2024. With over 25 years of experience in the financial services industry, James has held various positions including Relationship Manager at UBS, Financial Consultant at Etrade Morgan Stanley, and Financial Advisor at Merrill Lynch, among others. His extensive career reflects a broad expertise in wealth management and client relationship roles. Outside of his professional work, James has personal interests that include football, movies, parenthood, pets, and reading.

Alex Smith is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with TIAA-CREF since 1987. 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 with existing TIAA-administered retirement relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.