Simon Weinstock is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds the Series 65 and Series 63 designations and has previously been associated with Penn Mutual and Star Lite Brokerage. Outside of advisory work, Weinstock is actively involved in insurance brokerage operations and serves as a court-appointed guardian for two adults, managing their personal care and financial affairs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining third-party asset management relationships with discretionary and non-discretionary account options.

David Peyser is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven discretionary model account offered as an employee pilot. The program uses approved model strategies managed by PNC or third-party strategists and primarily invests in mutual funds and ETFs with annual rebalancing.

Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Daniel Brown is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. He has worked with Transamerica Financial Advisors since 2022 and has been involved with Anaj Enterprises Inc and World Financial Group, Inc for over a decade. Outside of his advisory role, he provides tax preparation and accounting services through Anaj Enterprises Inc. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Anthony Marino is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Oppenheimer since 2016 and was previously with Ameriprise Financial Services from 2013 to 2016. Outside of his advisory role, he is involved in a music performance group as a guitar player. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary investment solutions.

Gregory Auerbach is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Garner is a financial advisor at Oppenheimer with 22 years of industry experience. He holds a Series 66 designation and previously worked for Centaurus Financial, Inc. for 14 years. Outside of his advisory work, he serves as president of his community's HOA board, where he contributes to decision-making and occasionally assists with manual labor. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation alongside various investment strategies, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary asset management programs.

Louis Seaman is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license, and has 12 years of industry experience. Seaman has worked with Eagle Strategies since 2026 and has been with affiliated New York Life entities since 2012. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Madeline Keshinover is a Series 66 licensed financial advisor with six years of industry experience, currently with Citigroup Global Markets. Her prior experience includes roles at Morgan Stanley and UBS Financial Services. She has held positions at Columbia University and Binghamton University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Kenneth Furman is a financial advisor at Mariner with 36 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, and Fidelity Investments. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations by offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and combines in-house research with third-party managers, providing a wide range of investment strategies alongside integrated tax and administrative services.

Sanjeev Segan is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2013 and has a broader tenure with New York Life and its affiliates dating back to 2007. In addition to his advisory role, he is an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Sarah Melzer is a financial advisor at Hightower Advisors with seven years of industry experience. She holds Series 65 and Series 63 certifications. Her prior roles include positions at Bay Point Wealth and Raymond James & Associates. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.

Katie Clark is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. She has previously held roles at Simplicity Investments and Brian K Adams & Associates. In addition to her advisory work, she is an executive director and co-national sales manager at BKA Financial, LLC, where she is involved in advanced insurance planning and business operations. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory to create diversified portfolios and offers both traditional portfolio management and a digital program called Starlight Portfolios.

Gabrielle Lindenfeld is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2012. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning and portfolio management supported by proprietary strategic allocation models and a range of specialized programs, leveraging extensive affiliated resources across the Goldman Sachs ecosystem.

Darrin Miles is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at New York Life, NYLIFE Securities, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a facilitator for Real World Academy, a nonprofit providing youth development services such as life skills training and budgeting. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Steven Trustey is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY. He holds the Series 66 designation and has 20 years of industry experience. His prior roles include positions at NewEdge Wealth, First Manhattan Co., Neuberger Berman, and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment solutions. The firm utilizes a multi-model risk profile approach and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated and third-party providers.

Daniel Serrano Torres is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Bankers Life in various advisory roles. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and operates within a vertically integrated group that offers affiliated funds and donor-advised fund advisory services.

Archit Singi is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at PwC and J.P. Morgan. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Michael Campione is a financial advisor at Oppenheimer with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Oppenheimer since 2015. Outside of his advisory role, he volunteers as an umpire for Little League International, a nonprofit youth baseball and softball organization. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory and execution services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing across equity, balanced, and fixed-income strategies.

Emanuel Cabrera is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has been with Citibank since 2017 and previously worked at Walgreens. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale research and market roles, distinguishing it from many peers.