Alex Malanoski is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining Goldman Sachs, he held roles at Fox Business Network and Robinhood Financial, and has spent multiple years engaged in full-time education at Syracuse University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize portfolios using strategic allocation models and provide access to a broad range of investment solutions and operational tools.

Christopher Kent is a Series 66 licensed advisor with seven years of industry experience. He is affiliated with Private Advisor Group, LLC and LPL Financial, having joined both firms in 2021. His prior experience includes roles at MML Investors Services, MassMutual, and Ocean City Home Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach, combining proprietary and third-party investment strategies while utilizing technology platforms to implement tailored investment solutions.

Christopher Piccoli is a CFP® professional with 17 years of industry experience, currently advising at Mariner Wealth since 2024. His prior experience includes roles at The Mather Group, RegentAtlantic, and J.P. Morgan in various capacities. He serves as an Advisory Board Member at CDT Capital Management, where he provides strategic guidance on marketing and regulatory matters. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax and administrative family office services.

Alessandra Grassi is a financial advisor with Guardian Life and holds the Series 65 and Series 66 credentials. She has 11 years of experience in the industry, including roles at Park Avenue Securities and other financial firms. In addition to her advisory work, she is involved with Grassi Advisors, supporting partners in the firm outside of investment activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Tamonie Brown is a financial advisor at Citigroup Global Markets with one year of industry experience. Brown holds the Series 66 designation and has worked in various roles across Citigroup, Boloco, Target, Dartmouth College, and other organizations. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports a diverse client base including workplace, high-net-worth, and ultra-high-net-worth segments.

Erik Friedman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has six years of industry experience, having worked at Eagle Strategies since 2024 and previously at NYLIFE Securities and New York Life Insurance. Prior to his advisory career, he was employed at Lithia Motors from 2016 to 2019. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, managing a substantial portion of its assets on a non-discretionary basis.

Christopher King is a financial advisor with Citigroup Global Markets in New York, NY. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has worked at Citigroup and Citibank since 2011. Citigroup Global Markets serves individual and institutional clients across private banking, workplace, and wealth management segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and supports both discretionary and non-discretionary portfolios.

Steven Ford is a financial advisor at J.W. Cole Advisors, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Cambridge Investment Research and Fcg Advisors LLC. Ford is a board member of the Summit Mens Lacrosse Alumni Association and the Summit Area YMCA Emeritus Board. J.W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of investment strategies and provides access to multiple platforms and third-party managers.

Ericka Towe is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and is also involved in several other ventures including entertainment, health insurance, and business training. Outside of her advisory role, she performs comedy in clubs during non-business hours. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing approximately $1.66 billion in discretionary assets as of the end of 2025.

Corinne Kurucza is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 13 years of industry experience. She has been with Commonwealth since 2017 and also has experience with Paris International Partners, LLC. Additionally, she has engaged in fixed insurance sales as an ancillary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Palki Mehta is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Eagle Strategies since 2025 and has been associated with New York Life Insurance Company since 2008. Mehta is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Lobosco is a financial advisor at Empower Advisory Group in New York, NY, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Fidelity Investments, Dimensional Fund Advisors, E*TRADE, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Adriana Chavez De La Pena is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities Inc. for 13 years before joining Citigroup in 2021. Outside of her advisory role, she owns industrial real estate in Silao, Mexico. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Wesley Huber is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked with The Ayco Company, L.P./Mercer Allied since 2007 and operates his own tax return preparation business, Wesley D Huber, CPA, where he prepares individual tax returns for select clients. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by integrated financial group affiliates.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the CFP® and ChFC® designations and has 24 years of industry experience. His prior work includes roles at Commonwealth Financial Network, J.P. Morgan Securities, and Mass Mutual Investors Services. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Lucas Jean Marie is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Lifepoint Health and Goldman Sachs in earlier roles. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management along with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, integrating capabilities across the broader Goldman Sachs ecosystem.

Brendan Doherty is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and bringing 12 years of industry experience. He worked at Merrill from 2008 to 2022 before joining Citigroup Global Markets in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Stephanie Conti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Brian Fagella is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Blue Owl Capital, CION Investments, and Raymond James. His background also includes roles in education at Wake Forest University and Greenwich Public Schools. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, retirement plan consulting, and financial planning through a variety of managed account platforms and analytical approaches.