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.

Matthew Palusak is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Merrill Lynch. Outside of his advisory role, he owns and operates MP Marketing and Management LLC, a marketing and management business. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Marcel Pereira is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at IDB Capital Corp., Israel Discount Bank of New York, Infinex Investments, Popular Community Bank, and Citi Private Bank. He is based in New York, NY. 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 with internal oversight and integrates institutional-scale resources and market roles that distinguish it from peers.

Ka'jalene Kirkland is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and two years of industry experience. She has worked with Rockefeller Financial and Rockefeller Capital Management since 2022. Prior to her career in finance, she spent four years at Spelman College and four years at Winder-Barrow High School. 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 with capabilities in securities transactions, insurance product sales, and investment banking services.

Julie Bennett is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2006. The firm serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

John D'agostino is a financial advisor with Commonwealth Financial Network in New York, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior experience includes roles at Edward Jones and Gottfried Somberg Wealth Management. He is a co-owner of Wise Wealth, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Massimo Bufalini is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Outset Global Trading Limited, and CitiGroup Global Markets Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a long-term investment horizon through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Yi Min is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses and five years of industry experience. Yi has worked at several firms including Merrill, Bank of America N.A., and Citizens Securities, and currently holds a dual role as a registered representative with HSBC Securities and as a Bank Officer with HSBC Bank (USA) N.A., an affiliate. HSBC Securities (USA) Inc. serves a diverse client base through multiple managed account programs, offering a range of client-directed and discretionary investment solutions supported by a multi-profile risk management process and global asset management partnerships.

Paul Patrick is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 29 years of industry experience. He has been with First Manhattan Co. since 1999. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as 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 tailored to client objectives, integrating wealth planning alongside portfolio management.

Scott Stewart is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc from 2016 to 2020. 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 a range of investment and placement services through its integrated platform.

Emilija Gaubaite is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Capital Group, she worked at Family Management Corporation and Fiduciary Trust Company International. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm utilizes a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term horizon across separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Charles Catalanotto is a financial advisor with Citigroup Global Markets in New York, NY. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at PNC Investments, HSBC Securities (USA) Inc., Banc Of America Investment Services, Quick & Reilly, and Chase Investment Services Corp. 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 maintains unique market roles such as swap dealer and futures commission merchant, supporting large-scale and bespoke discretionary solutions.

Leon Yuan is a financial advisor at Citizens Securities, Inc. in New York, NY, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Morgan Stanley and Shenkman Capital Management, alongside involvement with Baruch College. Citizens Securities serves individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, with a client base supported by a combination of discretionary and non-discretionary business lines.

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC with 28 years of industry experience. She holds Series 65 and Series 63 designations and has been with Gotham since 2009. She also has experience at Foreside Fund Distributors LLC, where she has worked since 2014. Gotham Asset Management is an equity-focused investment firm serving primarily private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research approach to manage both long/short and long-only equity strategies, overseeing approximately $30 billion with a small senior investment team.

Daniel Helmick is a financial advisor at First Manhattan Co. LLC with 27 years of industry experience. He has been with First Manhattan since 1997 and holds the Series 63 designation. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.