Anu Sharma is a financial advisor at OSAIC Advisory Services, LLC with 10 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, Sharma worked at Triad Hybrid Solutions and Triad Advisors, JP Morgan Chase Bank, and Morgan Stanley. Sharma is also the principal and founder of Rivertown Investment Advisor, a sole proprietorship focused on financial planning and portfolio management. OSAIC Advisory Services is an SEC-registered investment adviser serving a broad client base that includes 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 third-party platforms.

Todd Levy is a CFP® with 21 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at Mass Mutual Insurance, Guardian Life, and Altium Wealth Management. Outside of his advisory role, he is chairman of the board for Hockey in Harlem, a nonprofit serving underserved children, and operates an organic farm as a sole proprietor. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to various investment vehicles, supported by proprietary research and operational resources.

Owen Ashley is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Investment Management Services LLC and New York Life Insurance Company. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services and manages a large participant base relative to its advisor headcount.

Donald Keegan is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 licenses and 29 years of industry experience. Prior to joining Centaurus Financial in 2025, he worked at The Investment Center Inc for nine years and Ic Advisory Services Inc for seven years. Outside of his advisory role, he is a partial owner of Yellow Pages Directory Inc., which provides U.S. company information to the public. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm delivers financial planning and portfolio management through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

James Pigot is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at LPL Financial and KPMG, as well as a position at SUNY Binghamton School of Management. He provides administrative support to several independent investment advisor firms affiliated with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives, utilizing multiple analytical approaches and access to third-party asset managers and turnkey asset management platforms.

Magdalena Gala Hunter is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. She holds Series 63 and Series 65 designations and has worked at TD Bank and its affiliates since 2014. 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 clients, utilizing a range of managed portfolios with both affiliated and third-party sub-managers.

Ian Lovegrove is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds a Series 66 designation and previously worked at Hennion & Walsh, Inc. for 16 years, as well as First Republic Securities Company and First Republic Investment Management. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various programs, with a majority of assets managed on a non-discretionary basis.

Charles Paksi is a financial advisor at Hightower Advisors with 18 years of industry experience. He previously worked at Altium Wealth Management LLC and Sumridge Partners, LLC. In addition to his advisory career, he serves as a Battalion Executive Officer in the US Army Reserve, coordinating operations and commanding in the absence of the Battalion Commander. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services supported by proprietary research and sophisticated operational features.

Jennifer Huisking is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds the CFP® and ChFC® designations and has worked previously at United Capital Financial Advisers, LLC and Westport Resources Management. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm uses a combination of strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, integrating resources across the broader Goldman Sachs network.

Quxing Zhu is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. Zhu has been with HSBC Securities since 2017 and has worked at HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple risk profiles, providing both client-directed and fully discretionary investment options.

Donna Goldman is a CFP® with 42 years of industry experience and has been with Oppenheimer since 2009. She holds a Series 63 license and is based in Somers, NY. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a variety of investment strategies, managing assets through both discretionary and non-discretionary programs.

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.

Craig Slaughter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. In addition to his advisory role, he sells insurance products from carriers other than Guardian. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

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.

Kathleen Riocci is a financial advisor with Principal Financial Services in Stamford, CT, holding Series 63 and Series 65 credentials and having 10 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. 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.

Peter Knapp is a financial advisor at Lincoln Investment with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Analysts, Cadaret Grant & Co., Inc., and Guardian Life. He is also a member and owner of Westchester Financial Partners LLC, where he is involved in insurance sales and service. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs using both strategic and tactical approaches overseen by an Investment Management & Research team.

William Zand is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Citigroup Global Markets since 2014 and has worked there continuously since. Outside of his advisory role, he works as a bartender at the Knights of Columbus in Greenwich, Connecticut. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs and execution services that include multi-asset, multi-manager strategies with both discretionary and non-discretionary options. The firm distinguishes itself through its large institutional scale, in-house research capabilities, and specialized market roles such as swap dealing and futures commission merchant services.