Cameron Mc Farlane is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with Truist Advisory Services and has previously worked at LPL Financial and People's United Advisors. Outside of his advisory role, he serves as secretary on the board of a nonprofit organization. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enhanced research and integrated inter-affiliate resources.

Robert Davis is a CFP® professional with 35 years of experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He also owns Wealth Preservation Solutions and has been associated with Krim Associates and Kestra Investment Services, LLC since 2008. Davis refers clients to Medicare BackOffice for healthcare needs related to Medicare but holds no formal role with that organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms, serving clients including large institutional investors such as sovereign wealth funds.

Zachary Fuld is a financial advisor with Equity Services, Inc., holding a Series 66 designation and eight years of industry experience. He has worked at Equity Services, National Life Group, Guardian Life Insurance Company, Park Avenue Securities, and Cross River Bank. Outside of his advisory roles, Fuld serves as a board member for Congregation Beth Sholom-Synagogue. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Dakota Best is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Transamerica, Dakota worked at Edward Jones and Wfgia. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers as part of its advisory approach.

Katelyn Edge is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sanford C. Bernstein & Co., LLC since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Helen Shaw is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has worked at Janney Montgomery Scott since 2022 and was previously with Merrill from 2016 to 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, consulting, and advisory programs.

William Christian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities Inc., and Fieldpoint Private. He also serves as an advisor receiving loan trails on commercial loans executed for his clients. 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 offers a range of portfolio management and financial planning services, operating under a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes, while also maintaining broker-dealer registration and providing placement and investment banking services.

Irina Katsihtis is a financial advisor at Hightower Advisors with four years of industry experience and holds a Series 66 designation. She previously worked at Morgan Stanley for four years and has additional experience at M&T Bank and TD Bank. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients through its network of advisor practices. The firm’s approach emphasizes 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.

Isaiah Johnson is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 designation and has worked at several notable firms, including Morgan Stanley and Bank of America. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale, including roles as a swap dealer and futures commission merchant.

Alexander Lane is a CFA® charterholder with 29 years of experience in the financial services industry. He has worked at William Blair since 2021 and previously held roles at TD Bank and TD Private Client Wealth. Outside of his advisory work, Lane serves as a snowboard instructor at Windham Mountain Snow Sports School during winter weekends and breaks. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to high-net-worth individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary model portfolios and access to private funds through its MB Investments Program.

Benjamin Gonsier is a Series 66-registered advisor with TD Private Client Wealth LLC, based in White Plains, NY, with four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management, Merrill, Bank of America, and TD Bank N.A., along with service in the United States Air Force. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

David Shipper is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 52 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, Shipper serves as an arbitrator on the NYSE Arbitration Panel. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through more than 500 advisors. The firm offers a range of services including financial planning, investment management, and M&A advisory, utilizing both proprietary strategies and third-party models.

Kevin Mcdermott is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He previously worked at Bank of America and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Carly Levine is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Alan Schantz is an Investment Advisor Representative at Kestra Advisory with 33 years of industry experience. He has served as President of Schantz Wealth Services since 2011, conducting investment and insurance-related activities. Schantz has been affiliated with Kestra Advisory and related Kestra entities since 2003. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Katrina Stanton is a financial advisor at William Blair with 10 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to that, she was with TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2021. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Orourke is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2006, following five years at UBS Financial Services. Outside of his advisory role, Orourke serves as a director for a family-owned hardware business and is on the board of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Jared Rothbard is a financial advisor with Guardian Life and holds a Series 66 credential, bringing 13 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is licensed to sell insurance products beyond Guardian and is involved with Vreeland Ventures LLC, an investment entity. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, retirement plans, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Frank Arena is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

James Clancy is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 39 years of industry experience. His prior roles include positions at Ion Bank, LPL Financial LLC, Infinex Investments, Voya Investment Management, and Morgan Stanley. Clancy also serves as a Vice President financial advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. serves individual clients, including high-net-worth individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, access to alternative investments, and operates a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.