Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has served as a trustee for multiple family trusts and is an executrix of an estate. Cannon also volunteers as a board member of the Jewish Federation of Greater Metrowest. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs.

Karen Lawrence is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as a Director and board trustee at Greater Deliverance Church of God, where she contributes to decisions regarding church operations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Amelia Levitt is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her career includes multiple periods at Citigroup and a brief tenure at Bank of America Merrill Lynch. Citigroup Global Markets serves a range of individual and institutional clients through various advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, offering both discretionary and non-discretionary investment solutions.

Emma Weinfurt is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at Sincerus Advisory and has a background including roles at William and Mary and Durham School of the Arts. 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 unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Miranda Josephson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. She has worked at Goldman Sachs since 2022 and previously held positions at BlackDiamond Wealth Management and New York University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates a range of resources across the broader Goldman Sachs organization.

Pablo Mon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He has been with CitiBank since 2012 and holds Series 63 and Series 65 licenses. 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 maintains large institutional capabilities, including in-house research and security pricing, while providing bespoke discretionary solutions for very large relationships.

Amy Frank Goldman is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Kalos Management, Kalos Capital, and OppenheimerFunds. Outside of her advisory role, she is the owner of HUG Hoboken, a nonprofit organization supporting local food pantries, homeless shelters, frontline workers, seniors, and other groups in need. Independent Financial Group 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 in-house and third-party model portfolios, and is noted for its dual registration as both an investment adviser and an active broker-dealer.

Kevin Zebrowski is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Zebrowski has worked at several firms, including Regal Investment Advisors, Regulus Financial Group, and MassMutual. He is the founder and owner of Protection Red LLC, a business providing investment solutions to firefighters and first responders. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Luca Damaro is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company, along with experience at Mode De Vie, Ferris Street Services, DezignKraft, and Mercato Trattoria. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Bernardo Leiferman Dayan is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Claire Gallagher is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and nine years of industry experience. She has been with Hornor, Townsend & Kent since 2016 and also maintains a role with Penn Mutual Life Insurance Company. Outside of her advisory work, she participates as an Emerging Leader Member in fundraising activities for the Children's Research Medical Foundation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its client assets on a non-discretionary basis.

Jonathan Leach is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held his current position since 2015 and holds a Series 66 credential. Outside of his advisory role, he owns a rental property in the UK but does not devote time to its management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a large institutional scale and unique market roles.

Evan Gallipoli is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. Gallipoli serves as a board member of Servant's Heart Ministry Corporation, a nonprofit organization based in Paterson, NJ. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth management solutions integrated within a large financial group.

Dylan Miller Jones is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 licenses and one year of industry experience. He has worked at Rockefeller Financial since 2024 and previously held roles at Woodloch Springs and Horizon's Edge in 2023. Before entering the financial industry, he attended James Madison University from 2020 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that offers securities transactions, variable insurance products, and investment banking services through a Private Advisor model and a consolidated investment platform.

Eric Fuhrman is a CFA® charterholder with six years of industry experience, currently affiliated with RBC Rochdale, LLC. He previously worked at CNR Securities, LLC, Rice Hall James & Associates, LLC, and HGK Asset Management. Outside of his advisory role, he assists with accounting and administrative matters for a mental health therapy practice co-owned with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities, employing an active, multi-strategy investment process that integrates quantitative models and fundamental analysis. The firm offers portfolio management, sub-advisory, and related services, managing approximately $73 billion in assets across 125 advisors.

Michael Pintar is a CFA® charterholder and holds Series 65 and Series 63 licenses. He has three years of industry experience, currently with Rockefeller Financial LLC since 2023. His prior roles include positions at Sierra Nevada Wealth Management, Alliance Trust Company, and Glogovac and Pintar LTD. Outside of his advisory work, he is a part partner in a property management venture. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform.

Richard Samara is a CFP® with 42 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2014. He also has a concurrent affiliation with LPL Financial. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of programs featuring third-party asset managers, turnkey platforms, and a proprietary WealthSuite account program.

James Cronin is a CFA® charterholder with 29 years of experience in the financial industry. He has been with Kestra Advisory and Kestra Investment Services, LLC since 2016 and serves as Chief Investment Officer at Integrity Wealth Management, overseeing investment policy and portfolio management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, benchmarking, and investment management supported by due diligence across multiple management platforms.

Theodore Butynes is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. His prior work includes roles within Goldman Sachs & Co. LLC and Risk Placement Services, Inc. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and specialized executive wealth programs. The firm employs tailored allocation models and a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs ecosystem.

Arvind Ramakrishnan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Morgan Stanley for a combined 11 years. Citigroup Global Markets serves individual and institutional clients across a range of private banking and wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.