William Wright is a CFP® with 41 years of industry experience. He is currently affiliated with TLG Advisors, Inc. and has previously worked at Allegis Advisor Group, VOYA Financial Advisors, and Financial Professionals Group. Outside of his advisory role, he is involved in business development and insurance sales activities, including work with eldercare referral services. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Anila Young is a financial advisor at Citigroup Global Markets with ten years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Neuberger Berman, Legg Mason & Co, and as a self-employed advisor. Outside of her advisory role, she is a passive co-owner of a short-term vacation rental property managed through an LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary advisory solutions.

Virendra Tavathia is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co and Woodbury Financial Services. Tavathia is also the managing owner of Amogh Associates LLC, an independent insurance agency specializing in life, health, and related insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a focus on tailored investment strategies supported by third-party asset managers.

Devin Satterthwaite is a Series 65-licensed advisor at Farther with one year of industry experience. Before joining Farther, he worked at Workday for eight years across multiple roles. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform along with in-person meetings. The firm follows an investment approach based on Modern Portfolio Theory with model portfolios and algorithmic rebalancing, employing ETFs, mutual funds, equities, and fixed income, supported by AI tools subject to internal controls.

Joel Nielsen is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Citigroup since 2018 and previously held roles at Deutsche Bank and Strategic Funding Source. 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 with both discretionary and non-discretionary options, supported by in-house research and large-scale institutional capabilities.

Gerson Ossers is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2026. His prior experience includes roles at Shufro Rose & Co., Source Financial Advisors, Procyon Private Wealth Partners, UBS Financial Services, and Northwestern Mutual Investment Management. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm provides customized wealth management services through a combination of proprietary quantitative methods, direct security selection, and access to alternative investments and private market solutions.

Matthew Lawlor is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Ameriprise, and Tyton Partners. Outside of finance, he has experience with Baruch College Athletics and has been involved in educational environments. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Samuel Jacobs is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Arthur J Gallagher, and Lion Street Financial. In addition to his advisory role, he is involved in life insurance and annuities sales and consulting through Manor House Capital Insurance Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Alicia Lasch is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. She previously worked at Graypoint LLC and Adirondack Research & Management. Lasch serves as Chair of the Board of Directors for the Community Foundation for the Greater Capital Region and is a member of the Program Committee for The Women's Fund of the Capital Region. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment approach that combines client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Leena Gupta is a financial advisor with Transamerica Financial Advisors in Short Hills, NJ, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. She has been with Transamerica since 2023 and has a longstanding role as a high school math teacher with the Jersey City Board of Education since 2004. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment models.

Bruce Hyde is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 10 years at Round Table Wealth Management. Based in Westfield, NJ, Hyde provides wealth management services through Cerity Partners. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm’s investment approach combines client-specific profiles, proprietary quantitative screening, and customized asset allocation, offering a range of services from discretionary investment management to access to alternative and private market solutions.

Louis Miranda is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of programs and advisory services, including strategic and tactical asset allocation, manager selection, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Pai Yen Chung is a CFP® professional with over 31 years of experience in the financial industry. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms including Clearwater Benefits, Elite Advisors, Inc., and WFGIA. He is involved in managing an office through Mission Team, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker‑dealer services, utilizing proprietary and third‑party investment models with discretionary and non-discretionary program options.

John Friebely III is a CFA® charterholder and holds a Series 63 license with 31 years of industry experience. He has been with Oppenheimer in New York, NY, since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Stephanie Yang is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. She has worked at Citigroup Global Markets since 2022 and previously spent eight years at Morgan Stanley. 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 internal standards and oversight committees for manager selection and monitoring, and operates with significant institutional scale and diverse market roles.

Sandra Gill is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Nylife Securities LLC, New York Life Insurance Company, and Eagle Strategies since 2014. Outside of her advisory work, she owns a rental property where she rents a room to a family member. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Thomas Kavanagh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wealthspire Advisors. His prior roles include positions at Lenox Wealth Advisors, MML Investors Services, and Lenox Advisors, Inc. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and trustee services to individuals, corporations, retirement plans, nonprofit organizations, and foundations. The firm employs a relationship-driven, customized process with diversified, institutional-style asset allocation and offers both discretionary and non-discretionary portfolio management.

Diane Wesbecher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. She holds Series 63 and Series 65 registrations and has 26 years of industry experience. Diane has been affiliated with New York Life Insurance Company since 2000 and with Nylife Distributors LLC since 2003. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria.

Timothy Lavino is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 17 years of industry experience. Lavino has been with Eagle Strategies since 2013 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2009 and 2008, respectively. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

David Spungen is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hillview Capital Advisors, RegentAtlantic, and CIPW Service Company. Outside of his advisory role, he serves on the advisory board of Simply Good Jars, providing general strategic advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investment options.