Philip Pellegrino is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 24 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing 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 execution services, and offers bespoke solutions for very large relationships.

Peder Knoth is an investment advisor representative at TLG Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Brandon Brokerage, and John Hancock. Outside of his advisory role, he serves as Vice President of Senior Case Design at Brandon Brokerage. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolio allocations.

Keith Zuckerberg is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Co, Nylife Securities LLC, and Cetera Investment Services LLC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Andrea Ravalico is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research, swap dealing, and bespoke discretionary solutions for large clients.

Candice Lopez is a financial advisor at Oppenheimer with 9 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2014. 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 programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Peter McMahon is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Popular Bank, HSBC Securities USA Inc., Wells Fargo Clearing, LPL Financial, and Chase Investment Services Corp. He is based in New York, NY. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that integrates discretionary and non-discretionary management alongside a lending marketplace and third-party manager arrangements.

Scott Gutman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Edward Jones before joining Private Advisor Group and LPL Financial in 2012. Outside of advising, he is also a published author. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Carol Liversedge is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Siebert Investment Advisors, Inc. and Muriel Siebert & Co., Inc. Additionally, she serves as co-trustee of the Kathleen Rhodes Revocable Trust and co-manager of Rhodes Family LLC. 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 programs including asset management, consulting, and retirement services, with advisory approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

Raymond Steele is a financial advisor at HSBC Securities (USA) Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Bank USA, N.A. since 2016. Outside of his advisory role, he owns condominiums in Hilton Head Island, South Carolina, and Peoria, Arizona. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing a range of model risk profiles and combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Tyler Flynn is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Brown Harris Stevens and has held various roles in education since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

James Parks is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and previously worked at LPL Financial and Linsco Private Ledger. Outside of advisory work, he is a Notary and has involvement with non-variable insurance through LTCI Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering proprietary and third-party managed account solutions and utilizing various investment strategies implemented directly or through external managers.

Douglas Harkins is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for eight years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach with both affiliated and third-party managers and offers a variety of portfolio management and consulting services.

Charles Wolff is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2012, with a brief tenure at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he has spent the majority of his career within the Goldman Sachs organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation platforms, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Svitlana Girone is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Citigroup Global Markets and previously worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. She also serves as a referral agent for real estate transactions with Douglas Elliman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles that differentiate it from peers.

Rustam Nurhan is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His career includes ten years at Empire Asset Management and six years with Wells Fargo Advisors before joining his current firm. Outside of advisory work, he acts as a technology consultant for Kings Technical Services Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a range of managed account solutions. The firm operates on a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing both discretionary and non-discretionary services.

Anthony D'angelo is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Penn Mutual Life Insurance Company, The Leaders Group Inc, Gideon, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he is involved in insurance brokerage and serves as proprietor of Aurelius Legacy Partners, a multi-line insurance firm, and holds a board position with Asset-Map Holdings, Inc., providing consulting and training services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a focus on tailored asset allocation and diversification strategies supported by third-party asset managers.

Douglas Duerr is a CFP® professional with 24 years of industry experience, currently serving at Private Advisor Group, LLC since 2013. He has previously worked with LPL Financial, U.S. Financial Advisors, and Equitable Advisors. Duerr also operates a CPA firm providing tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment platforms and strategies.

Suresh Somisetty is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 licenses. He has prior experience at ICE Data Services and Brooklight Place Securities, and has been with Hornor, Townsend & Kent since 2026. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset managers and various account options.

Amedeo Granata is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2003. Granata is also involved in life insurance brokerage through his role as an agent at Granata & Associates, focusing on life, health, disability, and long-term care insurance as well as retirement planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment and brokerage services supported by third-party asset manager relationships.