Andrew Rothstein is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Rochdale, LLC and previously worked at CNR Securities, LLC, HGK Asset Management, and Rice Hall James & Associates, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative methods and fundamental analysis to construct tailored portfolios across various asset classes.

Steven Work is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Kritameth Pongcheewin is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Commonwealth Financial Network since 2023. Prior to joining Commonwealth, Kritameth worked at EverRise and Eurofins Lancaster Laboratories PSS, and has experience in the restaurant industry through ownership of White Coconut Thai Restaurant. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Robert Sablowsky is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with Fahnestock & Co., Inc. since 1996. He serves as director and chairperson of the regulatory oversight committee for RBB Funds, where he has been involved since 1989. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles, providing a broad range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary investment options.

Dara Roughley is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Rochdale and Rim Securities LLC since 2018, following four years at Hennion & Walsh, Inc. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios. The firm also sponsors City National Rochdale mutual and interval funds and manages approximately $73 billion in assets.

Chor Shing Chan is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary portfolio options, using a structured investment process that incorporates strategic and tactical asset allocation and ongoing fund monitoring.

Karen Nichols is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and 65 licenses and bringing 34 years of industry experience. She has been with Oppenheimer since 2004. Outside of her advisory role, she is a member of a family entity and serves as a trustee for two private trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory models.

Daniel Confreda is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary and third-party managed account solutions and utilizes technology platforms such as Orion and Pontera to implement diversified investment strategies.

Aye Swe is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with distinctive market roles, including in-house research and security pricing.

Matthew Spatola is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. He has previously worked at LPL Financial and Guardian Life. Outside of his advisory role, he is involved with several business entities unrelated to investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and third-party managers to provide customized investment solutions.

Qi Wang is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She has worked continuously at Citigroup since 2015 in various capacities. Citigroup Global Markets Inc. 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 maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

George Russo Jr. is a financial advisor at Empower Advisory Group with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Ronald Bernstein, CFP® and Series 63 licensed, is a financial advisor with Lincoln Investment in Great Neck, NY, bringing 33 years of industry experience. His prior roles include long tenures at Legend Advisory Corporation and Legend Equities Corporation. He also owns a tax preparation and planning business. 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 and retirement plan advice, managing a blend of in-house and third-party investment strategies using both strategic and tactical approaches.

Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. 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 integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at TIAA-CREF since 2019 and previously held roles at People's United Advisors, Inc. and People's Securities, Inc. He serves as a director for Merrick Bellmore Little League, assisting with league operations and youth clinics. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered employer retirement plans. The firm uses a fiduciary standard and provides a range of advisory services including model and customized portfolios.

Himayani Puri is a financial advisor at First Manhattan Co. LLC with 11 years of industry experience. She has worked at First Manhattan Co. since 2018 and previously held roles at Garden Leave and Cerrano Capital LLC. 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 plans, charitable organizations, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives.

Judith Leahy is a financial advisor at Citigroup Global Markets with 39 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and derivative market roles.

Sophia Hagerty is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer, she held short-term roles at Legado Family Office Management, Greenhaven Road Capital, and Grand Ventures. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

Louis Gelormino is a CFA® charterholder with 24 years of industry experience. He has been affiliated with Fahnestock & Co. Inc. since 2002. Outside of his advisory role, he serves as trustee and beneficiary of a family trust established by his parents. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and services that include discretionary and non-discretionary management, strategic asset allocation, manager selection, and retirement consulting.

Sayed Mirzada is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. His prior work includes extensive tenure at Cammack Retirement Group and its affiliated entities from 2005 to 2020. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered retirement plan relationships. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management and also advises the TIAA Donor Advised Fund sponsored by Charityvest.