Daniel Tabet is a financial advisor at William Blair with a Series 66 designation. He has one year of industry experience with prior roles including positions in education and sports organizations. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Daniel Erben is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oppenheimer in 2026, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2018 to 2026, and managed family investment entities from 2005 to 2018. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services, with advisory oversight that includes both discretionary and non-discretionary account management.

Steven Guan is a financial advisor at Rockefeller Financial LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Rockefeller Financial in 2025, he worked at Centaurus Financial Inc. for two years and has an academic background from UC Berkeley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Antonina Vicari is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for six years. Outside of advising, she is involved in real estate through co-ownership of residential rental properties in Astoria, New York. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, with a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary platforms and maintains in-house research and specialist market functions.

William Marbit is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, bringing 19 years of industry experience. He has been associated with both firms since 2004 and 2006 respectively. Outside of his primary roles, he is licensed to sell insurance products with companies other than Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Stefan Hermann is a financial advisor at Beacon Pointe Advisors, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Beacon Trust for 10 years before joining Beacon Pointe in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as general partner for proprietary private funds.

Jared Katzman is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. His background includes roles at J.P. Morgan Securities, First Republic Securities Company, and Morgan Stanley. He holds the Series 63 and Series 65 designations and is based in New York, 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of services including brokerage, financial planning, consulting, and advisory programs.

Anthony Roderick is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. His professional background includes roles at Citibank and Converse, as well as a four-year period at Northeastern University. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional scale combined with specialized market roles and arrangements.

Melissa Schlow is a Series 66-licensed financial advisor with Guardian Life, based in New York, NY, and has one year of industry experience. She previously worked at New York RHB and also serves as a fitness and health coach at Chimney Rock CrossFit, where she conducts CrossFit and endurance running classes. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and educational services tailored to client needs.

Jimmy Lazos is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 8 years of industry experience. He has worked at various divisions within Citigroup, including the Private Bank and Global Markets, since 2016, with a brief period of unemployment between 2024 and 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and pricing activities, supporting a combination of large institutional scale and specialized market roles.

Caroline Taylor is a financial advisor at Carson Wealth with the ChFC® designation and three years of industry experience. She has worked with Prudential Financial and Eaton Vance and is co-owner of a marketing business, Pink Suits Enterprises. CWM, LLC is an SEC-registered investment adviser operating a large enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee and various tailored investment solutions.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Kenneth Alter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes over a decade with both firms, focusing on wealth management and financial planning. Outside of his advisory roles, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships and access to insurance products and alternative investments.

Emilio Fernandez is a financial advisor at Guardian Life with a Series 66 license and one year of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2024. Prior to joining the financial industry, he was involved in business activities including ELLI Travel Group and community organizations such as Larchmont Shore Club and Larchmont Youth Soccer. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining discretionary management with model-based strategies and access to proprietary and third-party advisory programs.

Greg Orlikoff is a financial advisor with PNC Wealth Management in Montvale, NJ, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at PNC Investments LLC and PNC Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Alexandra Niederhelman is a CFP® with 14 years of industry experience, currently with Janney Montgomery Scott in New York, NY. She has been with Janney since 2017 and previously worked at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Peter Curtin is a financial advisor at HSBC Securities (USA) Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2013. Curtin also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm employs a diversified investment process using multiple risk profiles and partners with affiliated and third-party providers for fund selection and account services.

Jason Leonard is a financial advisor with Eagle Strategies (NY Life) based in Saddle Brook, NJ, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including long-term tenure at New York Life Insurance Company since 2000. Outside his advisory role, he owns a custom clothing business and creates motivational content shared on social media platforms. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Steve Condos is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities, and Morgan Stanley in various roles from 2009 to 2026 before joining Janney in 2026. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and advisory programs utilizing both in-house and third-party portfolio management.