Leonedas Kalamaras is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management, using a fiduciary standard for its advisory services and acting as adviser to a donor-advised fund.

M Jonathan Adler is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities, Guardian Life Insurance Co, and Strategies for Wealth since 2006. Outside of his advisory role, he is involved in the sale of group medical insurance and serves as a power of attorney in trust-related family matters. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Donovan Williams is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior work includes roles at Bank of America, Merrill, Citigroup, Prudential, David Lerner Associates, and Ernst & Young. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm offers multiple program types tailored to client objectives and manages a substantial portion of assets on a non-discretionary basis.

Benjamin Dzialo is a CFA® charterholder with 20 years of industry experience. He is currently with Foundations Investment Advisors LLC and has previously worked at Alt Fund Distributors, Abbey Capital (US) LLC, and Help To Retire Group. In addition to his advisory role, he acts as an insurance agent for Combined Benefits United. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and discretionary authority through a broad network of affiliated advisers.

Richard Austin is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His previous roles include nearly two decades at Lincoln Financial Advisors Corporation and ongoing work with LPL Financial, LLC. Outside of investment advisory services, he is involved in the sale of fixed life insurance and related products. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income within a primarily long-term investment approach.

William Oppenheim Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He previously worked at Deutsche Bank Securities Inc. from 2001 to 2008 before joining Oppenheimer in 2008. Outside of his advisory role, he serves as a trustee or co-trustee for numerous family trusts and is involved with the Franklin Memorial/Farmington Hospital Finance Committee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Daniel Elmlinger is a financial advisor at TIAA-CREF with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Eloy Nava is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Financial Network since 1996 and is also involved with Nava Stamp Company, a business he has operated since 2000. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides technology, trading, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios through its Investment Management and Research team.

Mark Renna is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Shaun Flegal is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Morgan Stanley Smith Barney LLC for 10 years and Merrill for two years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm follows standardized asset-allocation models with tailored recommendations based on client goals and risk tolerance, offering guidance on a range of investments while requiring client authorization for all trades.

Joseph Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Citigroup since 2025 and previously spent six years at J.P. Morgan Securities. Gonzalez’s background also includes a decade at JP Morgan Chase Bank and four years at Lehman College. Citigroup Global Markets serves individual and institutional clients across a range of segments, providing multi-asset, multi-manager investment strategies alongside brokerage and custody services. The firm combines large institutional scale with distinctive market roles, including in-house research and security pricing, swap dealer activities, and bespoke discretionary solutions for high-net-worth clients.

Rebecca Hill is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bridgewater Associates and Columbus Travel Media. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs a tailored investment approach supported by proprietary research, tactical allocation models, and comprehensive advisory capabilities across the Goldman Sachs ecosystem.

Kanchanee Laepet is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Concurrent, she worked at Blueprint Financial Group and Jeremiah Donovan's. Outside of her advisory work, she has been a part-time server at Donovan's Restaurant since 2016. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios with a range of options including ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Robert Zigmond is a financial advisor at PNC Wealth Management with six years of industry experience. He has held positions within various divisions of PNC since 2018 and previously worked at The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithm-driven risk assessments and approved investment strategies.

Andrew Galimi is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a co-owner of 23 Suburban Avenue LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment programs through discretionary and non-discretionary approaches. The firm operates with large institutional scale, providing a range of advisory, execution, and custody services, including derivatives and futures trading.

Bradley Cammett is a CFP® and Series 66-registered advisor with Hightower Advisors, based in Purchase, NY. He has four years of industry experience, including roles at Fidelity Investments and Safran Aerospace Composites prior to joining Hightower in 2025. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions and proprietary research, offering portfolio management, financial planning, and retirement consulting through its extensive network of advisors.

John Marcel is a financial advisor with Primerica Advisors in Rye Brook, NY, holding the CFP® and Series 63 designations and bringing 48 years of industry experience. He has worked with Park Avenue Securities since 2007 and Guardian Life Insurance Company since 1997. Outside of his advisory roles, he is involved with Madison Park Consultants, Inc., which places term life insurance and other coverage with various carriers, and serves as co-executor of the Estate of Mary C. Marcel. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting various account types and features, and manages approximately $15 billion in regulatory assets under management.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Samuel Katz is a CFP® certified financial advisor with over 31 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2018. In addition to his advisory work, Katz is a CPA providing tax and accounting services for individuals, businesses, partnerships, and trusts. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement varied investment strategies.

Kyle Codey is a financial advisor at Oppenheimer with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work history includes positions at Pruco Securities, Prudential Insurance, Bank of America, Merrill, Charles Schwab, and TD Ameritrade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services using both discretionary and non-discretionary approaches and maintains custody of client assets while operating its broker-dealer and advisory businesses.