Aubrey Foerster is a CFA® charterholder with nine years of experience in the financial industry. He has worked at City National Rochdale since 2017 and was previously employed at City National Bank. Foerster is based in New York, NY, and holds a Series 63 license. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach combining quantitative screening, statistical modeling, and fundamental analysis to create tailored portfolios across equity, fixed income, real assets, and alternative investments.

Andre Reichenstein is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022, following a 12-year tenure at Credit Suisse Securities (USA) LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees to select and monitor managers.

Robert Mc Namara is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked for one year. His prior roles include positions at S&P Global and Equitable Distributors, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients through brokerage services, financial planning, retirement plan consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and features proprietary digital advisory solutions alongside third-party model portfolios.

Nicholas Petrucelli is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Eastshore Group. Petrucelli also has a background in commercial real estate with ERG Commercial Real Estate and studied at Daemen College. Primerica Advisors serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and features.

Benjamin Groveman is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 credential and 11 years of industry experience. He has been with First Manhattan Co. since 2015. Outside of his advisory role, he serves as Treasurer for his condominium homeowners association and is president of two investment-related entities, FC Wythe Partners LLC and Revolve Partners I, LP, both involving administrative responsibilities without compensation. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management and typically integrates wealth planning alongside portfolio management.

Matthew Torres is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citibank. Outside of finance, he has experience running a tutoring service. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, operating as a wholly owned subsidiary of Citizens Bank, N.A.

Meyer Laniado is a financial advisor with Guardian Life and holds the Series 66 designation, with eight years of industry experience. He has worked extensively with both Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Meyer provides fee-based consulting for business and estate planning through Planning Alliance Consulting and is involved with an independent insurance agency partnering with a nonprofit organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a combination of brokerage services, financial planning, retirement plan consulting, and advisory programs featuring proprietary and third-party investment models.

Liam O'donnell is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and has worked at Principal Life Insurance Company, Principal Securities Inc., Fidelity Investments, The Masters, and Tres Palms. In addition to advisory services, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Emil Ben David is a CFP® with 16 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services, FIDELITY Brokerage Services, among others. Emil holds a Series 66 designation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and financial administration capabilities through affiliated subsidiaries.

Michael Gasner is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 22 years of industry experience. He has been with First Manhattan since 2007. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating wealth planning alongside portfolio management.

Harrison Vogel is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Tourneau Bucherer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a range of investment vehicles, including low-cost ETFs and direct indexing.

Stacy Pierre Louis is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding Series 63 and Series 65 designations and with seven years of industry experience. She currently serves as SVP of Financial Strategies and has worked with Eagle Strategies and affiliated entities since 2018. Her prior work includes roles in media with News 12 and AMI. Additionally, she operates under the DBA SVP Financial Strategies to sell New York Life products and broker non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a substantial asset base primarily on a non-discretionary basis, serving a diverse range of clients including defined contribution and benefit plans, corporate, and charitable entities.

Joshua Silber is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. 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 with internal oversight and maintains unique market roles, including in-house research and derivatives services.

Tess Bradshaw is a CFP® professional affiliated with Mercer Global Advisors Inc. She has one year of industry experience, with prior roles at Brown Advisory and Deloitte & Touche LLP. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various portfolio management options, educational content, and integrated affiliated service lines.

Ah Jin Cho is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citigroup in 2021, he worked nine years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and leverages its large institutional scale alongside in-house research and market roles.

Robert Haley is a CFA® charterholder with 20 years of experience in the financial industry, currently serving at First Manhattan Co. LLC since 2010. He holds the Series 63 license and is based in New York, NY. 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 emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Ronit Shah is a Series 65 licensed advisor at Hightower Advisors with one year of industry experience. Prior to joining Hightower Advisors in 2025, Shah held roles at Drexel University, Alkali Partners, Glenmede, and Vette.io. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Chase Nelson is a Series 66-credentialed financial advisor with seven years of industry experience, currently with TIAA-CREF. His prior roles include positions at Strategic Advisers LLC, Fidelity, Merrill, and T. Rowe Price. Outside of advising, he works as a luxury concierge attendant with Maverick Concierge. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between one-time planning services and ongoing portfolio management, offering model-based and customized investment options.

Kelly James is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Principal Life Insurance Company and Principal Securities, Inc. in 2026, he worked at New York Life Insurance Company and NYLIFE Securities LLC from 2023 to 2026, and at PRUCO Securities, LLC and Prudential Insurance Company of America from 2021 to 2023. He was also self-employed for ten years before entering the advisory industry. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and various institutional clients. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ali Bukhari is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 credential and one year of industry experience. His prior work includes roles at HSBC Bank USA, N.A. and Faysal Bank LTD. Outside of his advisory duties, he works as a ride-share driver for Uber. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment options, using a range of risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management.