Jill Reiter is a CFA® charterholder with 14 years of industry experience. She has worked at First Manhattan Co. LLC since 2020, following prior roles at Invesco and Oppenheimerfunds Distributor, Inc. before a brief period away from the industry. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with various institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with tailored advice delivered through individually managed portfolios.

Nicholas Tedesco is a financial advisor with HSBC Securities (USA) Inc. in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with HSBC Securities (USA) Inc. since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, in addition to his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm employs a structured investment process combining strategic and tactical asset allocation with due diligence from affiliated providers, serving clients with personalized investment adviser representatives.

Leam Cohen is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and WarnerMedia. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor and a range of investment options.

Wai Yee Hijuelos is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2018, with prior experience at Scottrade, Inc. from 2009 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory programs and custodial services.

Paul Guerney is a Series 66 credentialed financial advisor with 24 years of industry experience, currently affiliated with RBC Rochdale, LLC in New York, NY. He has been associated with Rim Securities LLC and Rochdale Investment Management Inc. since 2001. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a range of asset classes.

Carol De Pena is a financial advisor with First Manhattan Co. LLC, holding a Series 66 designation and six years of industry experience. She has worked at First Manhattan Co. since 2019 and was previously employed by Capital One Bank from 2015 to 2019. 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, combining actively managed holdings with third-party passive fund investments and integrating wealth planning with portfolio management.

Timothy Daly is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Janney Montgomery Scott since 2009 and previously spent a year at Stifel Nicolaus & Co Inc. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage services, financial planning, consulting, and advisory programs.

Evan Gutman is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2020. Prior to his financial services career, he was employed at Uber and Penn State Housing and Food Service. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers, with a focus on ongoing monitoring and supervisory oversight.

Catherine Mcdonald is a financial advisor with Lincoln Investment in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. She has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she serves as President and board member of the Dapper Mcdonald Charitable Foundation, which raises awareness and funds for ALS. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning and retirement plan advice, offering both advisor-managed and firm-managed model portfolios alongside various investment programs.

Jennette Brilliant is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously at AJ Wealth and Silver Point Capital LP. 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 discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Eric Wong is a CFP®-certified financial advisor with Independent Financial Group, LLC, based in New York, NY. He has four years of industry experience and has previously worked at Lee, Nolan & Koroghlian and Amherst College. Outside of his advisory role, Eric is involved in insurance sales, including life, long-term care, and disability income insurance, and provides tax preparation and accounting services as an independent contractor. Independent Financial Group, LLC is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models along with multiple custodial platforms.

Robert Wrage is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and he has been with Citigroup-affiliated firms since 2013. 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 specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large client relationships.

Stephen Ward is a financial advisor with Empower Advisory Group in Bronxville, NY, holding Series 66, Series 63, and Series 65 licenses and bringing 16 years of industry experience. His prior experience includes roles at GWFS Equities, Inc. and Mutual Of America Securities Corporation. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Richard Civello is a CFA® charterholder and financial advisor with 15 years of industry experience. He has worked at Citigroup Global Markets since 2016, following six years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Richard Bellofatto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities over his career. Outside of his advisory work, he is a licensed real estate salesperson and serves as a business consultant for Intuitive Cloud. 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 along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised fund options.

Davin Sessa is a financial advisor with Guardian Life and holds a Series 63 designation. He has 15 years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is a martial arts coach, a published author linking martial arts and personal finance, and serves on the Yorktown Chamber of Commerce board as well as acting as treasurer for Hudson Valley Christian Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Marcel Pereira is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at IDB Capital Corp., Israel Discount Bank of New York, Infinex Investments, Popular Community Bank, and Citi Private Bank. He is based in New York, NY. 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 internal oversight and integrates institutional-scale resources and market roles that distinguish it from peers.

Ka'jalene Kirkland is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has prior work experience at Spelman College and Winder-Barrow High School. 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. The firm offers integrated services through affiliated trust and insurance entities and is noted for its institutional ownership structure and role as a distributor and placement agent for private funds.

Julie Bennett is a Series 66 licensed advisor with Citigroup Global Markets in New York, NY, where she has worked since 2006. She has 22 years of industry experience. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

John D'agostino is a financial advisor with Commonwealth Financial Network in New York, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Commonwealth since 2018 and has prior experience at Edward Jones and Gottfried Somberg Wealth Management. D'agostino is co-owner of Wise Wealth, LLC, a private entity for securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs and access to third-party asset managers, managing roughly $212.7 billion in client assets.