Donato Moneta is a CFP® with five years of industry experience, currently serving as a financial advisor at Gotham Asset Management, LLC. His prior experience includes roles at Mariner Wealth Advisors, CBIZ, Inc., and Marks Paneth LLP. Gotham Asset Management is an equity-focused investment manager providing discretionary portfolio management primarily to private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process and manages approximately $30 billion with a small senior investment team.

Alex Szczepanski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he held various roles including positions at Jetrod Restaurant Depot and involvement with the Developmental Disabilities Institute. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by a combination of in-house portfolio management and third-party managers.

Cooper Davis is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Davis has been with Oppenheimer since 2019. 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 and advisory services that include strategic and tactical asset allocation, manager selection, and comprehensive portfolio reviews, with a notable portion of its advisory assets managed on a non-discretionary basis.

Irene Tagarelli is a financial advisor at Citigroup Global Markets with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC and Santander Bank, NA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operating as a security-based swap dealer and futures commission merchant.

Dora Martinez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across a range of 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 swap dealer and futures commission merchant activities.

Alberto Favalli Ragusini is a financial advisor at TIAA-CREF with a Series 66 designation and six years of industry experience. His prior roles include positions at Fiera Capital Inc., Bank of America, Merrill, and C-Quadrat Asset Management UK. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management services, with a fiduciary standard applied to its registered investment advisory offerings.

Pascal Lanotte is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and Full Spectrum Financial Solutions. He previously worked for Securities America Advisors, Inc. for over two decades. Lanotte also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions to their clients.

Anjian Su is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 66 and Series 63 licenses and with 21 years of industry experience. He has been with HSBC Bank USA and HSBC Securities (USA) Inc. since 2007. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm’s investment process incorporates five model risk profiles and leverages resources from HSBC Global Asset Management and affiliated providers to conduct fund due diligence, asset allocation, and portfolio monitoring.

Jean Pierre Prusack is a financial advisor at TIAA-CREF with one year of industry experience. He holds a Series 65 designation and has worked at TIAA since 2017, including a prior role at The First National Bank of Long Island. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, operating within a vertically integrated group that includes affiliated investment funds.

Benjamin Clammer is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 13 years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN CHASE Bank NA. He has been with First Manhattan Co. since 2018. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented equity and fixed-income portfolios, tailoring advice to individual client objectives and integrating wealth planning with portfolio management.

Matthew Voss is a financial advisor at RBC Rochdale, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at CNR Securities, LLC, Schroders Investment Management, Atlas Search, and Hurley Partners. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and various institutional clients. The firm uses an active, multi-strategy investment process combining quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, sub-advisory services, and other investment management solutions.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Christina Lin is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Eagle Strategies since 2023 and has prior experience with ABI FI Corp., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, she works as a certified translator providing services to New York State agencies. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Charles Roden is a financial advisor at Oppenheimer with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. since 2002. Roden serves as a trustee for two trusts, devoting limited time to these roles. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of advisory assets managed on a non-discretionary basis.

Attila Boda is a financial advisor with Primerica Advisors holding a Series 66 designation and has experience working at firms including Morgan Stanley and Citi. He has been active in the industry since 2005 and currently works at Park Avenue Securities. Outside of finance, he is involved with Real Steel Honda Racing, participating in motorcycle racing activities in the MotoAmerica series. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies. The firm manages approximately $15 billion in regulatory assets under management and supports various account-level services including lending and donor-advised funds.

Adam Mizrahi is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at First Manhattan Co. LLC with one year of industry experience. His prior roles include positions at Blue Investment Group and Point72 Asset Management. 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, tailoring advice to client objectives with individually managed portfolios that may combine active and passive investments.

Cooper Smith is a CFP® professional with one year of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC. Prior to joining First Manhattan, he worked at Carnegie Investment Counsel and Capital Financial Advisors of New York, LLC, among other roles. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning with portfolio management.

Rohan Handa is a financial advisor with Eagle Strategies (NY Life) based in Rego Park, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Eagle Strategies since 2013 and has over two decades of prior experience at New York Life. Outside of his advisory role, he is an investor in real estate, specifically in apartment complex investments. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and operates within an integrated structure affiliated with New York Life.

Edward Dziedzic is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at TIAA-CREF. His prior roles include positions at Hancock Whitney Investment Services, Hancock Whitney Bank, and Capital One Investing. He is based in New York, NY. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, partnerships, and corporate entities. The firm offers both point-in-time planning services and ongoing portfolio management, employing a fiduciary standard in its RIA services.

Robert Gallo is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various institutional clients. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.