Morgan Newman is a CFP®-designated financial advisor with Oppenheimer in New York, NY, bringing 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank before joining Oppenheimer in 2020. Outside of his advisory role, he participates in Co-Lab, a nonprofit networking organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory services.

Timothy Macherone is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Shade Tree Advisors LLC and Goldman Sachs AYCO. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

John Schafer is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2009. Outside of his advisory role, he is a co-owner of WJ Realty LLC in Massapequa, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by centralized asset management and custody capabilities.

Ling Mao is a financial advisor with OSAIC Institutions, Inc. based in New York, NY, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Prior to joining OSAIC, Mao worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2014 to 2022 and currently serves as a sales coach at Popular Bank. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and employs a hybrid adviser/broker-dealer model with both discretionary and non-discretionary management options.

Daniel Johnson is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 license with one year of industry experience. Prior to joining Cerity Partners, he worked at Preston Wealth Advisors and held multiple positions at Virginia Tech. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Joseph Lucien is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Janney since 2013. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Marianne Caswell is a financial advisor with Primerica Advisors who holds a Series 66 designation and has eight years of industry experience. She has worked with Park Avenue Securities, LLC and Guardian Life Insurance Company since 2013. Park Avenue Securities LLC 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 and third-party investment strategies along with financial and business consulting.

Sean Madgett is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions and manages the majority of its assets on a non-discretionary basis.

Willie Wheat is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc., Morgan Stanley, Bank of America, Merrill, and self-employment. He has been affiliated with TD Private Client Wealth LLC and TD Bank N.A. since 2024 and is based in New York, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios.

Brendan Tully is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Strategic Wealth Management Group, Touchstone Securities, Inc., Western & Southern Financial Group, and Hartford Funds Distributors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Shareef Doumet is a financial advisor with Principal Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions for six years. In addition to his advisory role, he serves as a bank/trust officer supporting retirement plan account relationships and assists with business development and consulting for a boutique interior design firm. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by the TPMMs.

James Zhou is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 licenses, and has three years of industry experience. Prior to his current roles, he worked at Bloomberg LP for 22 years. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

David Abramson is a Series 66 registered advisor with Schwab Wealth Advisory in Jersey City, NJ, and has eight years of industry experience. He previously worked at Invesco Ltd. for nine years and held roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools to guide clients, while clients retain final decision-making authority.

Annette Costa is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at TIAA-CREF since 2018 and previously spent five years with Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies managed under client-approved investment guidelines.

Raymond Donnelly is a financial advisor with Lincoln Investment in Garden City, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2010 and has prior experience with Massmutual Life Insurance Company and Advisors Resource / SR Network Solutions. Donnelly is also a member of the Board of Directors for the South Shore Child Guidance Center, a mental health care organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, overseeing both in-house and third-party strategies using strategic, tactical, and quantitative approaches.

Gofran Chowdhury is a financial advisor with Citigroup Global Markets holding a Series 66 designation and over a decade of industry experience, including multiple tenures at Citigroup and a period at National Australia Bank. He is based in New York, NY. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive roles such as swap dealer and futures commission merchant.

Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.

Jonathan Gordon is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved as a member of GymExecutive LLC, an e-commerce business. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and commercial arrangements.

Tessa Damiano is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Dash Financial Technologies, The Vanguard Group, and Gettysburg College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

Kumar Pindiprolu is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer & Co., Inc. since 2003. Pindiprolu is involved in charitable activities through the Knights of York, helping to plan and raise funds for underprivileged children via annual events. He also serves as a trustee for several family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, managing portfolios through strategic asset allocation and manager selection, with both discretionary and non-discretionary approaches.