Scott Hirsch is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2015 and also holds a position at Agia involving non-securities insurance products. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion for nearly 300,000 clients.

Eric Maher is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has founded Diversified Services and has worked with notable firms including Northwestern Mutual and Cetera. Outside of advisory work, Maher serves in the New York State Assembly. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Demitri Patsilivas is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has held roles at The Leaders Group Inc, Union Bridge Capital, Coretek Services, and Avaya Inc. Outside of his advisory work, he serves as Director of Operations at Union Bridge Capital in Pittsburgh. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services, with a distinctive mix of traditional and direct-to-consumer investment programs.

Joanne Danckwerth is a financial advisor at TIAA-CREF with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides model portfolio and customized portfolio management under a fiduciary standard and serves as adviser to a donor-advised fund.

Pietro Luzarreta Leal Mendes is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup and Citibank since 2021, with prior experience at Bradesco SA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Philip Pascarella is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Wells Fargo Clearing and Fidelity. Pascarella has been with Benjamin F. Edwards & Company since 2013. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, and investment management utilizing proprietary strategies and third-party models.

Clark Silverstein is a financial advisor with SPC, holding Series 66 and Series 63 designations and having 19 years of industry experience. He has worked at several firms including Ic Advisory Services Inc, The Investment Center Inc, and Platinum Corp Services, Llc. Outside of his advisory role, Silverstein is involved in independent life insurance sales and operates under the name Longview Asset Management LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary advice primarily through its SIGMA Managed Account and other programs, supported by a broad advisory network and strategic partnerships.

Karen Lawrence is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as a Director and board trustee at Greater Deliverance Church of God, where she contributes to decisions regarding church operations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Amelia Levitt is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her career includes multiple periods at Citigroup and a brief tenure at Bank of America Merrill Lynch. Citigroup Global Markets serves a range of individual and institutional clients through various advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, offering both discretionary and non-discretionary investment solutions.

Emma Weinfurt is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at Sincerus Advisory and has a background including roles at William and Mary and Durham School of the Arts. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Pablo Mon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He has been with CitiBank since 2012 and holds Series 63 and Series 65 licenses. 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 large institutional capabilities, including in-house research and security pricing, while providing bespoke discretionary solutions for very large relationships.

Amy Frank Goldman is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Kalos Management, OppenheimerFunds, and AllianceBernstein L.P. She is the owner of Hug Hoboken, a nonprofit supporting local initiatives such as food pantries, homeless shelters, and frontline workers. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms, using both firm- and third-party models tailored to client risk tolerances.

Kevin Zebrowski is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Zebrowski has worked at several firms, including Regal Investment Advisors, Regulus Financial Group, and MassMutual. He is the founder and owner of Protection Red LLC, a business providing investment solutions to firefighters and first responders. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Luca Damaro is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Mode De Vie, Ferris Street Services, DezignKraft, and Mercato Trattoria. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Bernardo Leiferman Dayan is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. for eight years. He attended Columbia University as a full-time student from 2015 to 2017. 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 through both discretionary and non-discretionary programs and maintains in-house research, pricing activities, and specialized market roles.

Claire Gallagher is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 10 years of industry experience. She has worked at Hornor, Townsend & Kent since 2016 and has been affiliated with Penn Mutual Life Insurance Co since 2015. Outside of her advisory role, she is involved with the Children's Research Medical Foundation as an Emerging Leader Member, participating in fundraising events. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, combining advisory services with custody, execution, and brokerage capabilities.

Jonathan Leach is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held his current position since 2015 and holds a Series 66 credential. Outside of his advisory role, he owns a rental property in the UK but does not devote time to its management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a large institutional scale and unique market roles.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Ali Rezvi is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and HSBC Holdings PLC, spanning from 2013 to the present. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, providing both client-directed and fully discretionary portfolio options.

Angela Folit is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ. She holds Series 65 and Series 63 credentials and has 12 years of industry experience, including roles at Valic Financial Advisors since 2015 and Agia since 2022. Outside of advisory work, she is involved with Agia as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts via Envestnet’s platform and applying centralized technology and model solutions.