Matthew Ogus is a financial advisor at Corient with a Series 65 credential and four years of industry experience. His prior roles include positions at UBS and RegentAtlantic. In addition to his advisory work, he has experience working in non-financial roles such as at the Hackensack Gold Club. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes advanced risk management and monitoring tools.

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.

Brian Mengel is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm customizes client plans using strategic allocation models and offers a range of advisory services, including Private Family Office and Specialized Executive Wealth programs, supported by proprietary research, tax-aware techniques, and integration with Goldman Sachs’ broader capabilities.

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.

Andrea Ravalico is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. 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 combines large institutional scale with specialized market roles, including in-house research, swap dealing, and bespoke discretionary solutions for large clients.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.

Candice Lopez is a financial advisor at Oppenheimer with 9 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Peter McMahon is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Popular Bank, HSBC Securities USA Inc., Wells Fargo Clearing, LPL Financial, and Chase Investment Services Corp. He is based in New York, NY. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that integrates discretionary and non-discretionary management alongside a lending marketplace and third-party manager arrangements.

Scott Gutman is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 19 years of industry experience. He previously worked at Edward Jones before joining Private Advisor Group and LPL Financial in 2012. Outside of advising, he is also a published author. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a variety of investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Carol Liversedge is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Siebert Investment Advisors, Inc. and Muriel Siebert & Co., Inc. Additionally, she serves as co-trustee of the Kathleen Rhodes Revocable Trust and co-manager of Rhodes Family LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

Raymond Steele is a financial advisor at HSBC Securities (USA) Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Bank USA, N.A. since 2016. Outside of his advisory role, he owns condominiums in Hilton Head Island, South Carolina, and Peoria, Arizona. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing a range of model risk profiles and combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Tyler Flynn is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Brown Harris Stevens and has held various roles in education since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

James Parks is a financial advisor with Private Advisor Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience and previously worked at LPL Financial and Linsco Private Ledger. Outside of advisory work, he is a Notary and has involvement with non-variable insurance through LTCI Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering proprietary and third-party managed account solutions and utilizing various investment strategies implemented directly or through external managers.

Charles Wolff is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2012, with a brief tenure at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he has spent the majority of his career within the Goldman Sachs organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation platforms, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Svitlana Girone is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Citigroup Global Markets and previously worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. She also serves as a referral agent for real estate transactions with Douglas Elliman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles that differentiate it from peers.

Rustam Nurhan is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His career includes ten years at Empire Asset Management and six years with Wells Fargo Advisors before joining his current firm. Outside of advisory work, he acts as a technology consultant for Kings Technical Services Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and access to a range of managed account solutions. The firm operates on a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing both discretionary and non-discretionary services.

Anthony D'angelo is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Penn Mutual Life Insurance Company, The Leaders Group Inc, Gideon, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he is involved in insurance brokerage and serves as proprietor of Aurelius Legacy Partners, a multi-line insurance firm, and holds a board position with Asset-Map Holdings, Inc., providing consulting and training services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a focus on tailored asset allocation and diversification strategies supported by third-party asset managers.