Malka Lieblich is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Commonwealth since 2021. Prior to that, she was with Avantax Investment Services and has operated Lieblich Financial Services, which provides tax preparation services. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, compliance, and investment management support while allowing advisors discretion in portfolio construction.

Michael Vitkansas is a financial advisor at Kestra Advisory with 40 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. In addition to his advisory role since 2016, he has been president of multiple businesses focused on employee benefit services and retirement income strategies since the mid-1980s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves a broad client base that includes large institutional investors such as sovereign wealth funds.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. 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 wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Linda Marschke is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios and customized solutions under a fiduciary standard within a vertically integrated structure.

Christopher Barsky is a CFA® charterholder with nine years of industry experience. He has been with Oppenheimer in Hoboken, NJ since 2006. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Michelle Najul is a financial advisor with Citigroup Global Markets holding a Series 66 designation and nine years of industry experience. She has been with Citigroup Inc. since 2017 and previously worked at the University of Florida from 2014 to 2016. 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 specialized market roles, providing a broad range of advisory, execution, and custody services.

John Paul Szabo is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2026, following prior roles at UBS Financial Services and Morgan Stanley Smith Barney LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program, using Schwab’s asset allocation models and research tools. The firm focuses on wealth management education and investment recommendations while leaving trading decisions to clients.

Simmi Yeung is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and 16 years of industry experience. Her career includes roles at Goldman Sachs & Co. LLC, Skadden, Arps, Slate, Meagher & Flom, and The Ayco Company LP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm integrates insights from multiple affiliated entities to deliver tailored investment strategies supported by proprietary analytics and a variety of fee and platform options.

Dongming Sun is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Joseph Weber is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. He has worked at both Lieblich Financial Services and Commonwealth Financial Network since 2023. Outside of finance, he has served as a special education teacher at the Kiryas Joel Union Free School District since 2013. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, technology, compliance, and practice-management support.

Alex Martinez is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Citi since 2011. Outside of his advisory role, Martinez occasionally serves as a substitute pacer for the Mile High Run Club, assisting runners during marathon training seasons. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains institutional-scale operations including in-house research, complex market roles, and bespoke solutions for large relationships.

Jacob Schmitt is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Heim, Young & Associates, Robinhood Markets, U.S. Bancorp Investments, TD Ameritrade, and Scottrade. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Kevin Neacy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cabrera Capital Markets, Northwestern Mutual, and The Sagamore Resort. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives operations.

Nicholas Maffucci is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked within various divisions of HSBC since 2014, including HSBC Private Bank and HSBC Technology & Services USA. In addition to his advisory role, he serves as a bank officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and offers services that include an Offshore Spectrum program for qualified non-resident aliens.

Anjalee Daryani is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management with access to specialized executive wealth programs, alternative investments, and a variety of fee arrangements and platforms, supported by integrated research and technology tools within the broader Goldman Sachs ecosystem.

Michael Schwartz is a financial advisor with Oppenheimer, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Fahnestock & Co., Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Jacqueline Huerter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Graypoint LLC and Goldman Sachs & Co. Her background also includes roles at Providence College and Ayco Goldman Sachs. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and private markets offerings alongside traditional portfolio management to build client programs.

Ted Burton is a financial advisor with MAI Capital Management, LLC, holding a Series 65 designation. He has been with MAI Capital since 2024 and previously worked at Texas A&M University from 2023 to 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Pablo Pico is a financial advisor with Oppenheimer in New York, NY, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 14 years. Outside of his advisory role, he is a partner in a social media platform where his son uploads videos about soccer and life events. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs and portfolio management services. The firm’s investment approach includes strategic and tactical asset allocation across multiple asset classes and employs both commission-based and asset-based fee structures.

Kyle Bernstein is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has worked previously at Edward Jones and State Farm Insurance. Bernstein also has experience with the University of Missouri from 2015 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by private market investments and tax-loss harvesting, managing approximately $295.6 billion in client assets.