David Muccia is a financial advisor at First Manhattan Co. LLC with 23 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2007. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings and third-party passive funds tailored to client objectives.

Mark Rossi is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. He previously worked at RiversEdge Advisors, LLC and NAXION Research and Consulting. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Sarah Lee is a Series 66-registered financial advisor with Citigroup Global Markets, where she has worked since 2021. She has three years of industry experience and has previously held positions at Quest Trust Company and Solomon Agency Corp, as well as retail experience at Nordstrom. 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, providing a broad range of advisory, execution, and custody services.

Cara Turano is a financial advisor at TIAA-CREF with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and provides both model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Heather Rich is a financial advisor at Citigroup Global Markets Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Pietzak is a financial advisor at MAI Capital Management, LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Grisanti Capital Management LLC for 15 years before joining MAI Capital Management in 2020. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm manages a variety of investment strategies tailored to client objectives and offers additional services such as trust administration and insurance through its affiliates.

Giuseppe Imbriano is a financial advisor at Ameritas Advisory Services, LLC with 19 years of industry experience. He holds a Series 63 designation and has held various roles in financial services and insurance since 2006, including leadership positions at Integrated Hr, Inc and ownership of Integrated Wealth Solutions Inc. Outside of advisory work, he is a partner in Direct Care Carrier, LLC, which provides transportation services for home care employees in New York. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with regular client reviews.

Justin Kimmel is a financial advisor with Eagle Strategies (NY Life) in Melville, NY, holding Series 66 and Series 63 registrations. He has four years of industry experience, including roles at NYLife Securities LLC and New York Life. Prior to his advisory career, he worked in catering and held academic positions. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailored recommendations, managing the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer for the Rotary Club of Oyster Bay. Stephanie works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jeffrey Isaac is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio models developed in collaboration with Morningstar Investment Management. The firm manages a large client base with a focus on non-discretionary assets and does not target high-net-worth or corporate clients.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jason Hoffman is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including a decade at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also a notary. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Arthur Stainman is a financial advisor at First Manhattan Co. LLC with over 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Manhattan Co. since 1984. Outside of his advisory role, he serves as a trustee and chair of the Investment Committee at Rider University. First Manhattan Co. LLC provides investment management and financial planning services primarily to high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Simon Porter is a financial advisor at First Manhattan Co. LLC in New York, NY, with 23 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2002. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings and third-party passive funds with integrated wealth planning.

Steven Wagner is a financial advisor with HSBC Securities (USA) Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience. His career includes multiple roles within HSBC entities and Investors Bank dating back to 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types with both discretionary and non-discretionary options, integrating global asset management resources and a structured risk-profile approach.

Alexander Tantleff is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank since 2020. His prior experience includes roles at AXA Advisors and J.P. Morgan from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting a broad spectrum of client needs from workplace accounts to ultra-high-net-worth portfolios.

Donald Lamonaca is a Series 66-credentialed advisor with five years of experience currently at Citigroup Global Markets. His prior roles include positions at Anchor Consulting, CA Ventures, and LPL Financial, as well as academic engagements at the University of Maryland. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research, operating also as a security-based swap dealer and futures commission merchant.

Nicholas Liccardi is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at CNR Securities, LLC and AlphaSense. Liccardi is also the sole proprietor of a rental property inherited beach house. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment process that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.

Sean Paton is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 credential and has previously worked at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Tocqueville Asset Management. Outside of his advisory role, he coaches a travel lacrosse program on Long Island. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and tax-harvesting features.