Tyler Bisack is a CFP® professional with five years of industry experience, currently serving at Hightower Advisors since 2023. His prior roles include positions at Hightower Altium Holding, LLC, Altium Wealth Management, LLC, and Connecticut Financial. He is based in New York, NY. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Gregory Hubbard is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked extensively within Guardian-related firms since 2001. Outside of his advisory role, he is involved in fee-based consulting for business and estate planning through Planning Alliance Consulting, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Steven Guggenheimer is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2014 in their New York office. 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, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Aidan Kokodynski is a CFA® and holds a Series 66 license with experience beginning in 2026. He is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Nexamp, Inc., Siharum Advisors, LLC, and Northwestern Mutual. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Michael Grofsick is a financial advisor with Valic Financial Advisors in Mahwah, NJ, holding a Series 66 designation and having eight years of industry experience. His prior work includes roles at LPL Financial LLC and Agia. Outside of finance, he is the author of a children's ebook. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts and offers portfolio management and financial planning services through a large network of advisors.

Alisha Sheikh is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various 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 through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

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.