Carly Levine is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.

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, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2006. Outside of his advisory role, he serves as a director for Aubuchon Hardware, a family-owned business, and is a board member of the Susan Flynn Oncology Nursing Development Program, a nonprofit organization. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and various investment vehicles to meet client objectives.

Shunly Wang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 10 years of industry experience. Wang also operates a jadeite retail business, Ding Yu International North America, and serves as a notary public in both New York and New Jersey. Prior experience includes roles at LSPN Pro, LLC and InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

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.

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 Series 63 and Series 65 registrations and one year of industry experience. Prior to joining Lincoln Investment, he was involved in youth hockey organizations including PAL Youth Ice Hockey and Long Island Whalers Youth Hockey. He also has experience with Long Island Sports Hub and Holy Cross High School. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches through a combination of in-house and third-party strategies.

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 credentials and 30 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities LLC, and Rafferty Capital Markets, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing both affiliated and third-party sub-managers to construct diversified portfolios.

Steven Cangialosi is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Fieldpoint Private Securities LLC and J.P. Morgan Securities. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a combination of in-house and third-party managers.

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, holding a Series 66 designation and 26 years of industry experience. She has been associated with Ameritas entities since 2009 and also works with Dipaola Financial Group. In addition to her advisory role, Krull is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, supported by model portfolios, third-party sub-advisers, and custom strategies.

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 15 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 various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

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 (NY Life) who holds Series 63 and Series 66 registrations and has 12 years of industry experience. She has worked at Eagle Strategies since 2021 and maintains ongoing roles with Genovese Associates and New York Life entities, including involvement in brokering non-registered insurance products. Longstreet is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies she originates with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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.