Georgina Nico is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and UBS Financial Services. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer that provides placement and investment banking services alongside its investment management platform.

Domenick Saglimbeni is a CFP® professional with 25 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Investment Services and Equitable Advisors. Outside of his advisory role, he is a partner at PKF O'Connor Davies, LLP, a CPA firm providing accounting, auditing, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and ancillary services such as tax planning and estate strategies. The firm’s investment process emphasizes diversified portfolios tailored to client objectives and risk tolerance, supported by a broader Cetera network.

Liam McGarry is a financial advisor with Private Advisor Group, LLC holding a Series 66 designation and five years of industry experience. His background includes roles at LPL Financial and Strategic Asset Services, as well as work on political campaigns. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions, including proprietary and third-party programs, employing various strategies and technologies to implement client investment advice.

Lidia Velazquez is a financial advisor with Citigroup Global Markets, holding CFP® and several securities licenses (Series 63, 65, 66). She has 22 years of industry experience, including 14 years at Citigroup Global Markets. Citigroup Global Markets 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 notable institutional scale with specialized market roles including swap dealer and futures commission merchant activities.

Brandon Ulloa is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked previously at Spartan Capital Securities, Bank of America, Merrill, and Salus Financial Solutions. Outside of advisory work, he owns Kachi Entertainment & Productions, an entertainment business focused on DJing and organizing private events. Lincoln Investment Planning, LLC is a large enterprise investment advisory firm serving a diverse client base, including individuals, high-net-worth investors, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and advisor-led consulting supported by an in-house Investment Management & Research team.

Roderick Kennedy III is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds the ChFC® designation and a Series 63 license. Kennedy has worked with Truist-affiliated firms since 2015, including Truist Investment Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Michael Stabinski is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Sanctuary Advisors in 2022. He is also the owner and registered investment advisor of Questar Stabinski LLC. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent adviser representatives. The firm offers a range of investment management and financial planning services, employing various analytical approaches and acting as a fiduciary when engaged under written agreements.

Gordon Williams is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Quasar Distributors, LLC and Otter Creek Advisors, LLC. 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, providing a range of advisory, execution, and custody services.

Benjamin Ehrlich is a financial advisor with Citigroup Global Markets Inc., holding a Series 66 designation and 14 years of industry experience. He has worked at Citigroup Global Markets since 2012. 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 employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Pamela Mellor is a Series 66-licensed financial advisor with Primerica Advisors, based in Paramus, NJ, and has 21 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.

Joseph Cain is a financial advisor at Osaic Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 20 years. Outside of his advisory role, he operates SideGig.com and provides tax preparation services as an enrolled agent through Finest Financial Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and access to alternative investments through multiple program models and partnerships with third-party platforms.

Adam Nalewajek is a financial advisor at Hightower Advisors with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life, Prosperian Wealth Management, and Altium Wealth Management. Adam has been with Hightower Advisors since 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of affiliated and third-party managers along with proprietary research and multi-manager solutions.

Elliott Waller is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for twelve years at Levin Capital Strategies before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer functions.

Anthony Crimeni is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he serves as a youth basketball referee at the Marlboro Recreation Center in New Jersey. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Keith Gardner is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, where he spent several years before joining TD Private Client Wealth. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a range of investment products through a combination of affiliated and third-party sub-managers.

Laura Medigovich is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Janney Montgomery Scott since 2019, following 11 years at M&T Bank and M&T Securities. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jordan Davis is a CFP® professional based in Glen Cove, NY, currently serving as a financial advisor with Creative Planning. He has approximately four years of cumulative industry experience, including prior roles at Centura Wealth Advisory. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Joel Talish is a financial advisor at Hightower Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Hightower since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as Chair of the Development Committee for the public charter middle school School in the Square in New York City. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers across various investment vehicles, with a focus on portfolio construction and risk management.

Gregory Galef is a CFP® with over 23 years of experience in the financial services industry, currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets.

Richard Flahive is a financial advisor with Hightower Advisors in Harrison, NY, holding Series 65 and Series 66 licenses and six years of industry experience. He has been with Hightower Advisors since 2016. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, focusing on manager selection and multi-manager solutions through both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting with a notable emphasis on proprietary research and customized portfolio construction.