George Johnson is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Pickwick Capital Partners, Houlahan Lawrence, and Tradition Securities & Derivatives Inc. Outside of his advisory role, he coaches youth lacrosse for 8th grade boys in New Canaan, CT. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, and combines large institutional scale with specialized market roles such as derivatives trading and in-house research.

David Ratzker is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds a Series 66 designation and previously worked at Targum Capital LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and entities, often those connected to TIAA-administered retirement plans. The firm separates one-time planning services from ongoing discretionary management and serves as adviser to a donor-advised fund.

Elliana Dividu is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Bank of America N.A. and Merrill. Outside of finance, she assists with marketing for a music production business owned by her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides both discretionary and non-discretionary portfolio solutions.

James Schlag III is a financial advisor at TIAA-CREF with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA since 1994. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through various managed account programs.

Rita Singh is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with HSBC entities since 2002. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm uses model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, providing advisory, fund selection, and administrative services through affiliated and third-party providers.

Melvyn Feinbloom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1988. Outside of his advisory role, he is licensed to sell life, disability, long-term care insurance, and fixed annuities with companies other than Guardian Life. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, employing a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

Alejandro Azuaje is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. His background includes work with Ameriprise Financial Services, Inc. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Elizabeth Dow is a financial advisor with TD Private Client Wealth LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. Her prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank, N.A., as well as running her own independent practice. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm integrates strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning, and custody solutions through a technology-driven platform.

Jamal Vinson is a financial advisor at Schwab Wealth Advisory, Inc. with four years of industry experience. He holds the Series 66 designation. Prior to joining Schwab, he worked at Morgan Stanley and has experience in nonprofit work with Small Business Camp. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting at least annual account reviews without discretionary trading authority.

Christine Telesco is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Michael Flinn Jr. is a financial advisor with Eagle Strategies (NY Life) in White Plains, NY, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include six years at Silver Leaf Partners and current positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Lawrence Scharf is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining Steward Partners in 2026, he spent ten years at Raymond James and Associates. He is president of LS Holdings, LLC and Red Roses LLC, overseeing investment and management activities for both entities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through both Steward Partners-branded and third-party solutions.

Shlomo Schmalz is a financial advisor with Primerica Advisors in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Primerica Advisors since 2015 and is also affiliated with Safrin Associates. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment programs and platforms, managing approximately $15 billion in regulatory assets under management.

Joseph Dominguez is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, he has been affiliated with NY Life Securities LLC and New York Life Insurance Company since 2025. Outside of his advisory role, Mr. Dominguez has experience in education, having worked at several institutions including Pace University and Westchester Community College. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Adam Rude is a CFP® professional with 22 years of experience in the financial industry. He is currently with Stratos Wealth Partners, Ltd, where he has worked since 2017, and has been affiliated with LPL Financial, LLC since 2004. Rude also co-manages Lob Planning Group, an entity involved in insurance and financial planning. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of investment solutions and financial planning services through a network of independent investment adviser representatives using an open-architecture approach.

Bruce Lombardi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Rockefeller Financial and Rockefeller Capital Management since 2011. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Nancy Fischer is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds a Series 66 designation and has worked at Principal Securities Inc. and Principal Life Insurance since 2021. Her prior experience includes roles at Royal Alliance and Private Portfolio Partners, where she served from 2003 to 2020. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. 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.

Tyler Randall is a financial advisor at Oppenheimer with a Series 66 designation and no prior industry experience. Before joining Oppenheimer in 2025, he held various positions outside the financial sector, including roles at Laguna Beach Sober Living and Southern California Recovery Centers. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Michael Savage is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its institutional scale and specialized market roles.

Edmund Unneland is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2022, he was self-employed for one year and spent 26 years at Loews Corporation. Outside of his advisory role, he owns multiple rental properties that he manages alongside his professional responsibilities. 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 both discretionary and non-discretionary approaches and supports large-scale institutional operations alongside specialty market roles.