Katrina Stanton is a financial advisor at William Blair with 10 years of industry experience. She holds a Series 66 designation and has worked at William Blair since 2021. Prior to that, she was with TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2021. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Orourke is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer since 2006, following five years at UBS Financial Services. Outside of his advisory role, Orourke serves as a director for a family-owned hardware business and is on the board of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Frank Arena is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Jack Kornutik is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with Prime Capital Financial and has previously worked at UBS Financial Services and Merrill Lynch among other firms. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through comprehensive asset management and financial planning services. The firm utilizes a range of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and continuity mechanisms for client relationships.

Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Reino Truumees is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010 and 2011, respectively. Truumees serves as Treasurer for the Estonian-American Amateur Athletes, Inc., a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and fee-based advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Nicholas Lercara is a financial advisor at Lincoln Investment with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he has been involved with youth hockey organizations, including PAL Youth Ice Hockey and Long Island Whalers Youth Hockey. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Taylor Stathis is a CFP® professional with 2 years of industry experience, currently with Wealthspire Advisors where he has been employed since 2016. Outside of advisory work, he is the owner and manager of a real estate business called Hodor 1 LLC. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation approach and offers a range of wealth management and financial planning services tailored to client needs.

Cesar Basora is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and LPL Enterprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a range of portfolio management strategies and a combination of affiliated and third-party sub-managers.

Jennifer Olenik is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. Her career includes positions at Morgan Stanley, E*TRADE Securities LLC, and Rafferty Capital Markets, LLC. She is based in Melville, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and partners with both affiliated and third-party sub-managers.

Steven Cangialosi is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Fieldpoint Private Securities LLC, J.P. Morgan Securities, JPMorgan Chase Bank NA, and Morgan Stanley. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Shant Tashjian is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Risk Management, Summit Financial, and Purshe Kaplan Sterling Investments. In addition to advisory work, he serves as an arbitrator for FINRA Dispute Resolution Services, assisting with securities and employment disputes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Keiko Krull is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 66 designation. She has 26 years of industry experience and has worked with Ameritas and affiliated firms since 2009. In addition to her advisory role, she is a licensed independent insurance agent involved in the marketing and sales of life and health insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, including model portfolios, mutual funds, ETFs, and sub-advisers, supported by third-party technology and operational practices.

Michael Bueti is a CFP® professional with six years of experience at Wealthspire Advisors and a total of two years in the financial industry. His prior work experience includes roles at East West Bank, New York Community Bank, Guidepoint, and Marist College. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement consulting services.

Dustin Triesch is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Chase Bank and Coach Farm. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Brandi Rogers is an advisor with Guardian Life and is currently associated with Park Avenue Securities. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to her current roles, she has experience with firms including Northwestern Mutual and Empire Portfolio Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary investment models.

Alison Longstreet is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with New York Life Insurance Company and affiliated entities since 2013 and operates under the Genovese Associates dba to sell New York Life products and broker non-registered insurance products. Alison is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Megan Muccio is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and having eight years of industry experience. She is also owner and president of Megan D. Muccio, CPA, PLLC, providing tax preparation, accounting, and bookkeeping services. She has worked at United Planners since 2019 and previously at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and estates. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party platforms to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.

George Johnson is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Pickwick Capital Partners, Houlahan Lawrence, Tradition Securities & Derivatives Inc., and Wells Fargo Clearing. Outside of his advisory work, he coaches 8th grade boys’ youth lacrosse in New Canaan, CT. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, providing distinctive market roles including derivatives trading and research capabilities.

Elliana Dividu is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her prior experience includes roles at Bank of America N.A. and Merrill. Outside of finance, she assists with marketing for a music production business owned by her husband. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides both discretionary and non-discretionary portfolio solutions.