Salvatore Isola is a Series 66 credentialed advisor at Citigroup Global Markets with three years of industry experience. His prior work includes roles at Gio's Atlantic Beach and media companies BQE Media and Queens Ledger. Citigroup Global Markets serves a diverse range of individual and institutional clients with multi-asset, multi-manager investment programs, combining large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Joseph Pecoraro is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior work includes roles at Advisors Capital Management, LLC and Goldman Sachs Wealth Services. He also holds a position as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, and institutional clients. The firm employs a mix of active and passive investment strategies, combining proprietary asset-allocation modeling with third-party independent managers, and provides comprehensive portfolio management and reporting services.

Uri Kaufthal is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 license with 15 years of industry experience. He has been with Oppenheimer since 2010. Outside of his advisory role, he serves as a trustee and officer for several family trusts and a family foundation involved in charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Fred Seid is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Prior to joining Oppenheimer, he worked at Merrill for nine years. He resides in New York, NY. Outside of his advisory role, he is the trustee of a personal revocable trust and co-owns a dormant LLC with his wife that holds a personal apartment in Aruba. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Sean Viola is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 designations and has 18 years of industry experience. Sean has been with Eagle Strategies since 2018 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2008. 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 a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant portion of its assets managed on a non-discretionary basis.

Connor Cademartori is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022, with prior roles in various sectors including education and athletics at Boston College. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Andrew Westhuis is a financial advisor with Oppenheimer, holding the CFP® and CFA® designations and the Series 66 license. He has 19 years of industry experience and has been with Oppenheimer since 2006. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs with discretionary and non-discretionary advisory services that cover equity, balanced, and fixed-income portfolios, supported by periodic portfolio reviews and customized consulting and retirement services.

Jean Victor is a financial advisor with Empower Advisory Group in Maplewood, NJ, holding Series 66 and Series 63 licenses and having 25 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as Vice President of the Jefferson Condominium Association board and co-owns an online reselling business with his wife. 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 clients. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and annual rebalancing, delivered within a model linked to Empower’s recordkeeping and administrative platforms.

Matthew Alberico is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 registrations. He has 16 years of industry experience, including prior roles at Nylife Securities LLC, New York Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he is a partner in a small music label affiliated with his church, where he oversees business functions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and specialized advisory services linked to insurance and annuity products within the New York Life affiliate structure.

Teddy Ruchai is a financial advisor at Citizens Securities, Inc. in Brooklyn, NY, holding Series 66 and Series 63 licenses with two years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for two years each, and has held roles at several other firms including Parexel and Viacom CBS. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, complementing its commission-based brokerage and other non-discretionary services.

Lorraine Kurtz is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Citigroup since 2017 and previously spent five years with J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and security pricing.

Lisa Paczkowski is a CFP® with 28 years of industry experience, currently with Cerity Partners LLC since 2026. She previously worked at UBS Financial Services for nine years and spent 21 years at AYCO, a Goldman Sachs company, where her role included rendering tax and other financial advice as part of providing financial counseling services. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and an investment approach that incorporates client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Adrian Sancho is a financial advisor with Corient, holding five years of industry experience. Prior to joining Corient, he worked at Inverness Counsel, LLC for thirteen years. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach, utilizing in-house strategies alongside third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Georgia Lord is a CFP®-certified financial advisor with four years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Spire Wealth Management, Oppenheimer & Co, and Wealthsimple. Her background includes roles at both wealth management and credit rating firms. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Chen Chao Fang is a financial advisor at Transamerica Financial Advisors with Series 65 credentials and one year of industry experience. His previous roles include positions at World Financial Group Insurance Agency, Springfield Bloom LLC, Cohnreznick LLC, National Healthcare Consulting, and IJR Consulting Corp. He is involved with Springfield Bloom LLC, an entrepreneurial venture outside traditional financial advising. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Il Kyu Lee is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in New York, NY, and has two years of industry experience. His prior work includes positions at UBS, Commonwealth Financial Network, and academic roles at Northeastern University, Sciences Po, and CUNY Baruch College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to deliver tailored advisory solutions.

Philip Pellegrino is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 24 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, and offers bespoke solutions for very large relationships.

Peder Knoth is an investment advisor representative at TLG Advisors, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Brandon Brokerage, and John Hancock. Outside of his advisory role, he serves as Vice President of Senior Case Design at Brandon Brokerage. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolio allocations.

Keith Zuckerberg is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Co, Nylife Securities LLC, and Cetera Investment Services LLC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Jonathan Herzog is a CFA® charterholder with 11 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2018. Prior to joining Rochdale, he spent five years at P-Squared Capital Management. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities, employing an active, multi-strategy investment approach that combines quantitative and fundamental analysis supported by proprietary tools. The firm sponsors mutual funds and interval funds and focuses on portfolio and sub-advisory management with significant scale and a broad range of asset classes.