Christopher Shea is a CFA® charterholder with 29 years of experience in the financial industry. He is currently a financial advisor at Rockefeller Financial LLC, having joined the firm in 2026. Prior to that, he worked at UBS Financial Services and UBS Asset Management from 2003 to 2026. 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 portfolio management, financial planning, consulting, and operates as a registered broker-dealer, offering a range of investment and placement services through its integrated platform.

Christopher De Carolis is a CFA® charterholder and holds a Series 66 license. He has three years of industry experience and is currently with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement, he worked at Kings Point Capital Management for seven years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Shaby Katz is a CFA® charterholder with six years of industry experience. He is currently affiliated with Hightower Advisors and has worked at Jefferies LLC since 2018, following a two-year tenure at Ipreo. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, and various types of pooled investment vehicles. The firm emphasizes a multi-manager approach using both affiliated and third-party managers, supported by proprietary research and offering a range of strategies including alternative investments and tax-managed portfolios.

Nadine Lee is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 12 years of industry experience. She has been with The Colony Group, LLC since 2013. Lee holds a Series 63 license and is based in Greenwich, CT. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Oliver Davis is a Series 66 licensed financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. Prior to joining Voya in 2019, he worked at Tiverton Trading and spent four years affiliated with the University of Rhode Island. Outside of his advisory role, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individuals, retirement plans, and charitable and corporate clients through a combination of financial planning, portfolio management, and brokerage services. The firm utilizes model portfolios, affiliated and third-party strategies, and offers both discretionary and non-discretionary account management.

Joseph Edmondson is a financial advisor with Hightower Advisors holding a Series 66 credential and 19 years of industry experience. He previously worked at CMG Financial Planning, Ltd. for 11 years and Equitable Advisors for 17 years, with overlapping tenure at Axa Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with offerings that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Joseph Palumbo is a financial advisor at Farther with four years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Farther in 2025, he worked at Truvium Capital Partners, LLC and Truvium Financial. Outside of his advisory role, Palumbo is a partner in several special purpose vehicles, including AP Strategies, Jupiter Entertainment, and Saturn Flux. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm uses a Modern Portfolio Theory approach with algorithmic model portfolios and focuses on ETFs, mutual funds, individual equities, and fixed income investments.

Vladislav Gurevich is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale alongside specialized market roles.

Richard Moorhead is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citibank since 2021. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and Sterling Aircraft Materials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Brian Dragotto is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, and Merrill. Outside of advising, he contributes articles for the International Planning Alliance. Brian is part of Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with a combination of brokerage services, financial planning, and advisory programs featuring both proprietary and third-party investment models.

Joseph Long is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Primerica Advisors since 2013. Long also serves on the Board of Directors for the Union College NYC Alumni Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Gary Blum is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. In addition to his advisory work, he is involved in an outside insurance business offering life, disability, long-term care, and annuity products. Park Avenue Securities 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, employing proprietary and third-party investment strategies along with financial and business consulting solutions.

Steven Arietta is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at CMG Financial Planning Ltd and Equitable Advisors, with overlapping time at AXA Advisors, LLC. Arietta serves as a Reserve Deputy with the Rockland County Sheriff's Reserve, an all-volunteer force supporting full-time law enforcement. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s model emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Michael Tanney is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including an 11-year tenure at Bank of America Merrill Lynch. Outside of his advisory role, he manages a real estate property as a non-agent owner. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Scott Tasch is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Mass Mutual Insurance Company and Altium Wealth Management. Hightower Advisors serves a diverse range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Kevin Kong is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked in real estate management and brokerage, including roles with EHOUSE Realty & Management and the General Services Administration, where he managed federal government construction projects. In addition to his advisory work, he is involved in real estate brokerage activities. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm manages discretionary and non-discretionary assets across various client types, including individual investors, pension plans, and charitable organizations.

Lorely Machin is a CFA® charterholder with four years of industry experience, currently serving at Wells Fargo Investment Institute, Inc. She has been with the firm since 2003. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses and select external clients. The firm operates through specialized divisions that deliver equity and fixed-income analysis, long-term capital market assumptions, and model portfolio solutions without exercising investment discretion or holding client assets.

Pier Mutovic is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior experience includes roles at Affinity FCU, LPL Financial, Raymond James Financial Services, and M&T Securities. Outside of his advisory work, he is the owner of Glory Beer Bar & Kitchen in Philadelphia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and various market roles.

Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and 22 years of industry experience. His prior experience includes nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust, a role unrelated to his investment activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and institutional clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including model portfolios and a hybrid digital advisory solution.

Robert Hashim is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 credentials and 14 years of industry experience. His work history includes roles at GWFS Equities, INC, New York Life Investments, and entrepreneurial experience running Hashim Design NYC. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.