Skerdi Kostreci is a CFP®-certified financial advisor with 20 years of industry experience, currently with Eagle Strategies (NY Life). His career includes long-term roles at Eagle Strategies and NYLIFE Securities LLC, along with experience at multiple financial advisory firms. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sinwai Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Aligned Benefits Group Inc and International Medical Group. Outside of advising, he serves as president of Better Tomorrow and More Corporation, a nonprofit focused on education in nutrition, health, and technology, and teaches Qi Gong classes weekly. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary assets and supports a range of individual and institutional clients.

Rosario Vezzi is a financial advisor with Oppenheimer, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has worked at several major firms, including Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, he serves as trustee for private family trusts. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of advisory and brokerage services. The firm offers programs spanning equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and retains custody of client assets while operating its broker-dealer and advisory businesses.

Bradford Avery is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with PNC Investments since 2013. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account. The firm’s approach combines algorithm-driven risk assessment with implementation via approved model strategies managed by PNC or third-party strategists.

George Fellows Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2012. His prior experience includes roles at Merrill from 2007 to 2012 and Citigroup Global Markets from 1995 to 2007. Outside of his advisory work, he serves as a co-trustee of a family trust established to assist in the care and financial support of a relative. 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 broad range of programs across equity, balanced, and fixed-income portfolios, combining discretionary and non-discretionary management with strategic and tactical asset allocation.

Keith Burgess is a financial advisor with Kestra Advisory, holding Series 63, Series 65, and Series 66 licenses and bringing 11 years of industry experience. He previously worked with NFP Securities Inc. since 2010, as well as with OSAIC Institutions, Inc. and Mass Mutual Investors Services. Outside of his advisory work, he coaches a youth soccer team. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse clientele, including institutional and individual clients. The firm offers comprehensive fiduciary services, plan design, and investment management, serving a client base that includes large institutional investors and sovereign wealth funds.

Henry Romeyn is a financial advisor at Chevy Chase Trust Company with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and as a self-employed advisor. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, personal trust services, family wealth planning, and trustee/administrative services. The firm employs a thematic investment approach focused on macroeconomic trends and diversification, offering a combination of trust, custody, and fund-management roles.

Colette Kolanko is a CFP® and PFS™ with 15 years of experience in financial advisory. She has worked at Cerity Partners LLC since 2023 and previously spent four years at Lumina Financial Consultants and ten years at Sullivan, Bruyette, Speros & Blayney, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining quantitative screening and direct security selection with access to alternative and private market solutions.

Lance Robbins is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SunTrust Bank and Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Myrle Simone is a CFP® professional with three years of industry experience. She is currently with Creative Planning, LLC and previously spent 18 years at Burt Wealth Advisors. Burt Wealth Advisors is a fee-only, SEC-registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a mix of fundamental, technical, charting, and cyclical analysis across various time horizons and primarily allocates assets among mutual funds and exchange-traded funds.

Whitney Turner is a CFP® professional at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, Turner worked at The Meakem Group and Kastle Systems, among other firms. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients with wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Robert Kraus is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Citigroup in 2017, he worked at Chevy Chase Trust from 2006 to 2017 and Chevy Chase Financial Services from 2004 to 2009. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a security-based swap dealer and futures commission merchant.

William Schroen is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Simplicity, PNC Investments LLC, Bank of America, Merrill, LPL Financial, Amazon, CUNA Brokerage Services, Morgan Stanley, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers integrated services linked to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Dang Thanh Nguyen is a financial advisor at Transamerica Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Transamerica, he worked in various roles including positions at HDBank, TTC Land, Hoa Lam and Dong Duong Corporation, and Vietbank. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Charles Ruttenberg is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009, following a 14-year tenure at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs with both discretionary and non-discretionary management, covering equity, balanced, and fixed-income portfolios alongside consulting and retirement services.

Christopher Persak is a financial advisor with Principal Financial Services, holding a Series 66 designation and 21 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel abroad. 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.

Kristin Chisam is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup and Citibank NA since 2013, with a brief period of unemployment in 2025. Based in Washington, DC, her career has been focused within the Citi organization. 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 specialized market roles and arrangements.

Monique Sinmao is a financial advisor at Cerity Partners LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at SOL Capital Management Company, Pontoro, and Marlo. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Michael Orleans is an investment advisor representative at Kestra Advisory with 23 years of industry experience. He has worked with Kestra Investment Services since 2010 and Kestra Advisory since 2016. Orleans serves as director of Special Needs Special Planning at The Meltzer Companies and has held leadership roles, including past president of Shared Horizons, where he participated on the finance committee. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, vendor searches, and employee education, and manages approximately $79.8 billion in assets for clients such as sovereign wealth funds and large institutional investors.

Steven Dominguez Paredes is a financial advisor at TIAA-CREF with eight years of industry experience and a Series 66 credential. His prior roles include positions at Commonwealth Financial Network, Wells Fargo Clearing Services, Merrill, and U.S. Trust Bank of America Private Wealth Management. Outside of his advisory work, he owns an LLC that leases office space to a nail salon business. 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 relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes one-time planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds.