Dennis Mykytyn is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Farther and previously worked at Modern Capital Group LLC for over a decade. Outside of his advisory role, he is a partner at IHC Creative Inc., a creative agency where he provides business advice to the founder. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, incorporating a range of asset classes and AI tools under internal review.

Angela Lestrade is a financial advisor with TIAA-CREF in Iselin, NJ, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She worked at Morgan Stanley for nine years before joining TIAA-CREF in 2019. TIAA-CREF Individual & Institutional Services, LLC 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 both point-in-time financial planning and ongoing portfolio management through model and customized portfolios within a vertically integrated advisory structure.

Giovanni Pistilli is a financial advisor at Guardian Life and holds the Series 66 designation. He has one year of industry experience and has previously worked at Park Avenue Securities. His background includes studying at Quinnipiac University and earlier roles outside the financial industry. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a variety of financial planning and investment advisory services, including discretionary and non-discretionary portfolios managed in-house or through third parties.

Yousef El Emary is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2021, with prior experience at Morgan Stanley in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Semyon Toybis is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, following three years at BBL Commodities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and involvement in derivatives and futures markets.

Nicole Kury Rodriguez is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her background includes roles at Citi, Morgan Stanley, IUR Capital, and United Capital, as well as academic involvement with Babson College and Rollins College Social Impact Hub. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Manuela Mazorra Gomez is a financial advisor at Citigroup Global Markets with a Series 66 designation and experience working at several firms, including Citibank, BNP Paribas, and Itau Bank. Her background also includes roles at Columbia University and companies such as Mesh and ICAP Colombia. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, security pricing, and specialized market roles.

Guillermo Gonzalez is a financial advisor at Oppenheimer with seven years of industry experience. He holds a Series 66 designation and is based in New York, NY. Gonzalez has been with Oppenheimer, an enterprise firm, since 2000. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of programs and advisory services with both discretionary and non-discretionary management, spanning equity, balanced, and fixed-income portfolios.

William Reif is a financial advisor based in New York, NY, affiliated with Oppenheimer. He holds a Series 66 designation and has five years of industry experience. Prior to joining Oppenheimer in 2021, he worked at Emory University, Bank of Montreal, KMF Companies, and Cedar Hill Country Club. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs, including asset management, consulting, and retirement services, with advisory services encompassing equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Timothy Brunnock is a financial advisor at Private Advisor Group, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group since 2011 and LPL Financial since 2007. In addition to his advisory work, he maintains a limited law practice focused on wills and non-litigation civil matters and serves on the Finance Committee of the Morris County St. Patrick's Day Parade, a nonprofit organization. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm follows a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both direct portfolio management and third-party managers.

Michael Donohue is a financial advisor with \u0026PARTNERS, holding a Series 66 credential and 10 years of industry experience. He previously worked at Wells Fargo Advisors, Bank of America, and Merrill. Donohue also owns and manages JONES MD LLC, an investment-related business based in Jersey City, NJ. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management and financial planning services. The firm utilizes a variety of investment strategies and platforms, and operates as both a registered investment adviser and broker-dealer.

Humberto Minaya Jr. is a financial advisor with Transamerica Retirement Advisors, LLC who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, focusing on asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight, serving a large client base primarily with non-discretionary investment recommendations.

Caitlyn Berry is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley for five years and held roles at TotalCareIT, UBS, PJT Partners, and The King's College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Jordan Swartz is a financial advisor with Empower Advisory Group in Jersey City, NJ, holding Series 63 and Series 66 designations and five years of industry experience. Before joining Empower in 2024, he worked at The Vanguard Group for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Ruth Ellen Marsteller is a financial advisor at &Partners with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at The Blackstone Group and Merrill. She serves on the Board of Regents for Gunston Hall, the ancestral home of George Mason, representing the National Society of Colonial Dames. &Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, providing investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of investment strategies using both proprietary and third-party managers, supported by a dual registration as a registered investment adviser and broker-dealer.

Diane Texin is a financial advisor at Empower Advisory Group with 38 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include 15 years at Prudential Insurance Company of America and Prudential Investment Management Services, LLC. 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 retail brokerage account holders. The firm integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plans selected by sponsors.

Philip Gullo is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent over two decades at Equitable Advisors and AXA Advisors. Gullo serves as trustee of a family trust unrelated to investment management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of advisory programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management approaches.

Jared Savino is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and has a background that includes prior roles at Avantax Planning Partners and various entities within the Cetera network. Outside of his advisory work, he owns and operates a CPA firm providing tax preparation, bookkeeping, and payroll services to small businesses. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations tailored to clients’ objectives and risk tolerance, supported by a broader Cetera network offering affiliated custodial, broker-dealer, and institutional resources.

Charles Cavanaugh is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 30 years of industry experience. He has been with Citigroup since 2017 and has prior experience at Allstate Life Insurance Co, Allstate Distributors LLC, Harris Hersh Financial Inc, Ldx Global, and The Leaders Group Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Matthew Clifford is a financial advisor at RBC Rochdale, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with City National Rochdale since 2014. Outside of his advisory role, he is involved as an LLC member of Sweet Vivi’s Bakery, an online bakery for his daughter. 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 process combining quantitative screening, statistical modeling, and fundamental analysis, with an emphasis on tailored portfolio construction using proprietary tools and collaboration with sub-advisors.