Harrison Dale is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and previously worked at First Republic Securities Company, First Republic Investment Management, BNY Mellon, and Commonwealth Diagnostics. He studied at Columbia University in New York. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer that provides securities transactions, insurance products, and placement and investment banking services.

Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., TD Ameritrade, and Cetera Investment Services LLC. Outside of advising, he is an owner and partner in a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies supported by HSBC Global Asset Management and third-party providers.

Mark Libersher is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Private Advisor Group since 2012 and has also worked at LPL Financial since 2008. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and access to third-party asset managers and model portfolios supported by firms such as Fidelity, BlackRock, and Goldman Sachs.

Ryan Darmofal is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at City National Rochdale, Legg Mason Investor Services, and Altium Wealth Management. Darmofal holds Series 66 and Series 63 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Aidan Durney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for six years and has experience at LPL Financial LLC. Outside of advisory roles, he has operated a business related to financial services under Flynn Financial Partners. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Alexander Levy is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates both discretionary and non-discretionary programs supported by internal standards and oversight committees.

Krzysztof Kolba is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2016. He is also affiliated with LPL Financial during the same period. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to various advisory programs, third-party asset managers, and firm-managed model portfolios supported by prominent strategists.

Daniel Erben is a financial advisor with Oppenheimer in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Oppenheimer in 2026, he spent eight years with TD Private Client Wealth LLC and TD Bank N.A., and 13 years with Family Management Corporation and Family Management Securities, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation across multiple asset classes, supporting both discretionary and non-discretionary management styles.

Steven Guan is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Centaurus Financial Inc. and has an academic background from UC Berkeley. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor and access to a range of investment options including alternative and private investments.

Jeanmarie Lebrini is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

Joseph Fiorica is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2017. Prior to that, he was employed at the Federal Reserve Bank of New York from 2014 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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, including in-house research and derivatives services.

Lauren Coale is a financial advisor at Hightower Advisors with 20 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Altium Wealth Management and Guardian Life. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers as well as various investment vehicles, including alternative investments and custom indexing.

Antonina Vicari is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following six years at J.P. Morgan Securities. Outside of advisory roles, she is involved in co-owning and managing residential real estate properties. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through various advisory programs and execution services. The firm operates with large institutional scale, providing specialized market roles including derivatives and futures services.

William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers to implement diversified investment strategies.

Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Seranthony Felix is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has worked within the TD organization since 2017, including prior roles at TD Bank N.A. and Community Financial Service Center. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers, supported by an advisory technology platform and custodial services.

Yewchang Chow is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrent roles at Nylife Securities LLC and NYL Insurance Company dating back to 2013 and 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wu Qu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.