Joshua Marans is a CFA® charterholder with 18 years of industry experience. He has been with First Manhattan Co. LLC since 2012. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as for trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive investments and often integrating wealth planning alongside portfolio management.

Yomarie Letriz Ruiz is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. She holds a Series 65 designation and has worked at TD Bank N.A. since 2016 in various roles. Prior to her financial services career, she was employed at The Sugar Factory American Brasserie. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm offers portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation.

Albert Donofrio is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Advisory Group, Agia, and Valic Financial Advisors. Based in New York, NY, he joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and corporate entities. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Christopher Weber is a Series 66-licensed financial advisor with Primerica Advisors, based in New York, NY, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2010, respectively. Weber assists clients in acquiring disability insurance through companies other than Berkshire. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Arnold Taub is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 58 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Joseph Ruiz is a financial advisor with Empower Advisory Group in Brooklyn, NY, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at GWFS Equities, Inc. and New York Life Insurance Company. Ruiz is not personally involved in his family’s real estate business, though he discloses the relationship due to joint tax filing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and managed account options.

Deborah Waldman is a financial advisor at First Manhattan Co. LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Manhattan Co. since 2011. Outside of her advisory role, she is involved in a ski rental business in Vermont. First Manhattan Co. provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, and institutional clients. The firm uses a long-term, research-driven, value-oriented investment approach and typically integrates wealth planning with portfolio management.

Yuet Fu Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining Citigroup in 2021, Lee worked at firms including Cetera Investment Services, Cathay Bank, CommunityAmerica Financial Solutions, Raymond James Financial Services, the United Nations Federal Credit Union Advisors, and HSBC Securities. 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, including swap dealer and futures commission merchant functions, supported by extensive in-house research and oversight.

Crystal Smolinski is a financial advisor at First Manhattan Co. LLC with a Series 65 designation and over 30 years of industry experience, including a 30-year tenure at Grand-Jean Capital Management prior to joining First Manhattan in 2025. Based in New York, NY, her career spans multiple decades in investment management. 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, integrating wealth planning alongside portfolio management.

Marc Bean is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, such as acting as a security-based swap dealer and futures commission merchant.

Jeames Castillo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at HSBC Securities USA Inc., HSBC Bank USA National Association, and JP Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with in-house research and specialized market roles uncommon among peers.

Claribel Henriquez is a financial advisor with Eagle Strategies (NY Life) in New York, NY. She holds Series 65 and Series 63 licenses and has four years of industry experience. Her work history includes roles at Eagle Strategies LLC and NYLIFE Securities LLC, as well as prior experience with New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a large portion of assets on a non-discretionary basis.

Aubrey Foerster is a CFA® charterholder with nine years of experience in the financial industry. He has worked at City National Rochdale since 2017 and was previously employed at City National Bank. Foerster is based in New York, NY, and holds a Series 63 license. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach combining quantitative screening, statistical modeling, and fundamental analysis to create tailored portfolios across equity, fixed income, real assets, and alternative investments.

Jonathan Blinken is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since the mid-1990s. Blinken serves on the boards of the American Friends of Bar Ilan University in Israel and Sharsheret, a nonprofit organization. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Andre Reichenstein is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022, following a 12-year tenure at Credit Suisse Securities (USA) LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees to select and monitor managers.

Robert Mc Namara is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked for one year. His prior roles include positions at S&P Global and Equitable Distributors, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients through brokerage services, financial planning, retirement plan consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and features proprietary digital advisory solutions alongside third-party model portfolios.

Nicholas Petrucelli is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Eastshore Group. Petrucelli also has a background in commercial real estate with ERG Commercial Real Estate and studied at Daemen College. Primerica Advisors serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and features.

Junqi Wu is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. He has worked with HSBC Bank USA, N.A. and HSBC Securities (USA), Inc. since 2018, and previously with TD Bank N.A. from 2016 to 2018. In addition to his advisory role, Wu serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering client-directed and fully discretionary options. The firm uses five model risk profiles and combines strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management to manage portfolios.

Benjamin Groveman is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 credential and 11 years of industry experience. He has been with First Manhattan Co. since 2015. Outside of his advisory role, he serves as Treasurer for his condominium homeowners association and is president of two investment-related entities, FC Wythe Partners LLC and Revolve Partners I, LP, both involving administrative responsibilities without compensation. 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 portfolio management and typically integrates wealth planning alongside portfolio management.

Matthew Torres is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citibank. Outside of finance, he has experience running a tutoring service. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a managed account program, operating as a wholly owned subsidiary of Citizens Bank, N.A.