Kerry Cochran is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. Based in New York, NY, Cochran holds Series 63 and Series 66 licenses and has focused his career at a leading global financial firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and unique market roles, including swap dealing and futures commission merchant activities.

Jaslinne Lopez is a Series 66-registered financial advisor at Rockefeller Financial LLC with eight years of industry experience. She previously worked at Morgan Stanley for seven years and Merrill for a total of five years. Lopez is based in New York, NY. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating under a Private Advisor model with a consolidated investment platform that includes equities, fixed income, and alternatives.

Yuta Nishide is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Citigroup in 2025, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has also been involved in the restaurant industry, including a role at The Sake Club, Inc. (DBA Sakagura) from 2019 to 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm operates with a combination of large institutional scale and unique market roles, including in-house research, derivatives services, and bespoke advisory solutions for high-net-worth clients.

Jamie Lee is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. Jamie holds the ChFC® designation and is also a licensed Notary Public. Outside of advising, Jamie serves as a board member for the C Land Foundation, which focuses on environmental awareness and youth leadership development. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs tailored to client goals and maintains a significant amount of non-discretionary assets under management within an integrated New York Life affiliate structure.

Brian Malloy is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Credit Suisse Securities. 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 and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

William Mcnair is a CFP® and CFA® with 25 years of industry experience, currently serving at Kestra Advisory since 2016. He also holds leadership roles in Preferred Pensions LLC and U.S. Financial Services, where he oversees retirement plan services and assists with wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary consulting, plan design, and investment management supported by comprehensive due diligence. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Jill Reiter is a CFA® charterholder with 14 years of industry experience. She has worked at First Manhattan Co. LLC since 2020, following prior roles at Invesco and Oppenheimerfunds Distributor, Inc. before a brief period away from the industry. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with various institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with tailored advice delivered through individually managed portfolios.

Leam Cohen is a financial advisor with Rockefeller Financial LLC based in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and WarnerMedia, among other firms, before joining Rockefeller Capital Management and Rockefeller Financial LLC. 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 portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that provides securities transactions, insurance products, and investment banking services through a consolidated investment platform.

Ian Kansky is a CFP® professional affiliated with Guardian Life and has 20 years of experience in the financial industry. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014, holding roles across both firms. Kansky is involved in public speaking on financial wellness topics outside of his advisory duties. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and educational services tailored to client needs.

Mark Mulvoy is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, Mr. Mulvoy serves as a manager for a client-owned LLC, a non-investment activity for which he receives no compensation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients and employs a diversified, asset-allocation-driven approach that includes both active and passive strategies, third-party manager allocations, and private fund management.

Wai Yee Hijuelos is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2018, with prior experience at Scottrade, Inc. from 2009 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory programs and custodial services.

Paul Guerney is a Series 66 credentialed financial advisor with 24 years of industry experience, currently affiliated with RBC Rochdale, LLC in New York, NY. He has been associated with Rim Securities LLC and Rochdale Investment Management Inc. since 2001. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a range of asset classes.

Carol De Pena is a financial advisor with First Manhattan Co. LLC, holding a Series 66 designation and six years of industry experience. She has worked at First Manhattan Co. since 2019 and was previously employed by Capital One Bank from 2015 to 2019. 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, combining actively managed holdings with third-party passive fund investments and integrating wealth planning with portfolio management.

Timothy Daly is a financial advisor with Janney Montgomery Scott LLC in Montvale, NJ, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior work includes positions at Stifel Nicolaus & Co Inc, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. 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 a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, consulting, and advisory programs.

William Lewis is a CFP® with 28 years of industry experience, currently with Steward Partners Investment Advisory, LLC. He previously worked at Burklow & Rotella, LLC and Ameriprise. Lewis is also engaged in managing the closure of two non-investment-related businesses he owns. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of proprietary and third-party solutions.

Evan Gutman is a financial advisor at Key Investment Services LLC with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in roles outside the financial sector, including at Uber and Penn State Housing and Food Service. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.

Eric Wong is a CFP® professional affiliated with Independent Financial Group, LLC, with four years of industry experience. He has worked at W Wealth Strategies and Independent Financial Group since 2021 and previously spent one year with Lee, Nolan & Koroghlian. Wong is also engaged in insurance sales, including life, long-term care, and disability income insurance, and provides tax preparation services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs both firm- and third-party models for portfolio management, combining strategic asset allocation and multi-manager approaches with ongoing due diligence.

Robert Wrage is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, and he has been with Citigroup-affiliated firms since 2013. 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 specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large client relationships.

Kevin Flynn is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. His prior work includes roles at Gary's Wine and Marketplace, Forest Lodge Catering, Bucknell University, and Watchung Hills Regional High School. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, combining discretionary customized portfolios with in-house research and third-party manager access.

Richard Civello is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in New York. He has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including activities as a swap dealer and futures commission merchant.