Brian Odonoghue is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at New York Life Investment Management LLC and NYLife Distributors LLC for 11 years before joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm distinguishes between point-in-time financial planning and ongoing discretionary management, employing model portfolios or customized strategies under a fiduciary standard.

Charlie Santos is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2026, he worked at Edward Jones for seven years. Outside of his advisory work, Santos coaches youth soccer, leading two academy teams and is involved with the HASC Soccer Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, and manages approximately $36.7 billion in assets as of December 2025.

Alexander Rabinovich is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 33 years of industry experience. He has been associated with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1992. In addition to his advisory work, he sells health insurance for existing clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Dawn Patak is a financial advisor at Citigroup Global Markets with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates with a combination of large institutional scale and unique market roles.

Michael Kushch is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ridgewood Bank, Infinex Investments, Inc., and HSBC Bank USA, N.A. His current business activities include serving as a financial consultant at Ridgewood Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a mix of discretionary and non-discretionary accounts.

Wolf Perl is a financial advisor at Primerica Advisors with 28 years of industry experience. He holds a Series 63 designation and has worked with Park Avenue Securities and Guardian Life Insurance for over two decades. Outside of his advisory role, he serves as a trustee for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Evan Portnoy is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Commonwealth since 2017, following a 12-year tenure at National Planning Corporation. Portnoy is also Executive Vice President and Co-Owner of Newport Coverage Corp., a private insurance firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Jiarui Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Li has worked with Uber Technologies Inc. and Petco. Outside of advisory work, Li supports Winningstar Leadership Development Inc. in an administrative capacity. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and commission-based products. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary options.

Steven Dolgin is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has been with Janney Montgomery Scott since 2004 and holds Series 63 and Series 65 licenses. 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 range of clients, including individuals, families, trusts, retirement plans, and municipal organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Eric Bernstein is an advisor with Wealthspire Advisors in Melville, NY, holding five years of industry experience. He has been with Wealthspire Advisors since 2015. Bernstein also serves as a designee and director of alternative investments at GMAG Management LP, overseeing operational and investor relation functions for private funds. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework and offering a range of wealth management and financial planning services.

Janet Mccabe is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at TIAA-CREF since 2013, with prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Additionally, she serves as a New York notary. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated group.

Scott Larson is a financial advisor with \u0026PARTNERS and holds a Series 66 designation. He has experience working at several firms, including Outfin Group, Permian Investment Partners, First Manhattan Co., and Highline Capital Management. Larson has been with \u0026PARTNERS since 2025. \u0026PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA 3(21) consulting, retirement plan participant management, and investment banking, using a combination of proprietary models and third-party manager solutions on the Envestnet platform.

Teofilo Rojas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at Capital One Investing, LLC. 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 with comprehensive manager oversight and operates with institutional scale and specialized market roles.

Salim Bassalian is a financial advisor with Eagle Strategies (New York Life) in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates Solomon Bass Financial, which offers New York Life products and brokering of non-registered insurance products. Outside of his advisory work, he serves as a director for Keren Yad Shmuel Ve Tamar, a nonprofit religious charity focused on food distribution and religious studies. 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 manages a significant portion of its assets on a predominantly non-discretionary basis.

Jonathan Shenkman is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for 10 years. Shenkman is principal and president of Shenkman Wealth Management and Parkbridge Wealth Management, both insurance-related firms. He also contributes occasional financial planning articles to Forbes.com. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Moises Saladin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Bronx, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

James Merello is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Citizens Securities, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, by offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using ETF-based portfolios and a separate Managed Account program.

Carolina Llano Gonzalez is a CFP® professional at Wealthspire Advisors with two years of industry experience. She previously worked for seven years at Finemark National Bank & Trust before joining Wealthspire Advisors in 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and other advisory services to individuals, corporate plans, nonprofits, and foundations, using an institutional-style asset allocation framework.

Jeffrey Dazzo is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Cetera, CUNA Brokerage Services, and CUNA Mutual Group. Outside of his advisory career, he was involved with Tutto Fresca, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Olivier Jean Baptiste is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His work history includes roles at Okapi Partners and several academic institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems.