Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

Teal Schoonover is a Series 66-licensed financial advisor with two years of industry experience. She is currently with CWM, LLC and has prior experience at UBS Financial Services, Inc. and several law firms. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Amber Soden is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several major firms including Merrill, Charles Schwab, Fidelity, and Bank of America. Amber is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services across various asset classes, combining discretionary and non-discretionary management approaches.

John Marshall is a CFP® and CFA® with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through multiple programs, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Peter Maino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Guardian Life since 2009 and Park Avenue Securities since 2011. Outside of his advisory work, he occasionally provides consulting services in the chemical sector. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Rong Ling Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. Lin has worked at Citigroup since 2017 and was previously employed at Merrill from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and diverse market roles.

Kimberly Breslauer is a financial advisor at Oppenheimer with 30 years of industry experience. She has been with Oppenheimer since 2007, following five years at Stephens. She holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services, combining discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Wai Chu is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2015. His broader work history includes long-term roles in clinical laboratory analysis at Mount Sinai Medical Center and NYU Medical Center, as well as involvement in various business activities including serving as president of FLICS and partner at HE Property Holding LLC. Wai also facilitates client referrals to estate planning attorneys through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services through a variety of fee-based and commission-based programs. The firm offers proprietary and third-party investment models with discretionary and non-discretionary management options.

Robert Gottesman is a financial advisor at First Manhattan Co. LLC in New York, NY, with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Manhattan since 2002. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension 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 and typically integrates wealth planning alongside portfolio management.

Helena Lee is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at NYLife Securities LLC and New York Life Insurance Company since 2018. Prior to her advisory career, she was a homemaker from 2014 to 2018. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Damiba is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent nine years with UBS Financial Services. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Anjana Sengupta is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018. Prior to that, she was employed by The Prudential Insurance Company of America and PRUCO Securities, LLC from 2015 to 2018. She volunteers part time with Prelude To A Cure Inc., a nonprofit organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor investments, combining large institutional scale with specialized market roles.

Marolyn Liang is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Park Avenue Securities and MML Investors Services. Liang also has a background involving insurance activities outside of her primary role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services utilizing proprietary and third-party models.

Joseph O Donnell is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in business planning for a group benefits provider serving a union fund. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and financial planning solutions.

Mitchell Coopersmith is a financial advisor with Primerica Advisors who holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities since 2010. Outside of his advisory duties, he operates Mitchell Coopersmith LLC to manage administrative support. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a combination of proprietary model portfolios, third-party managers, and digital advice platforms.

Gregory Scheinberg is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and having 11 years of industry experience. His prior work includes roles at Tax Favored Solutions, GP Goods LLC, The Integrated, and Independent Financial Solutions. Outside of advising, he is a partner at GP Goods LLC, a retail business operating on Amazon. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by a network of Investment Adviser Representatives and third-party investment partners.

Norman Sanyour is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Group since 2012. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

James Feldesman is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds a Series 63 designation and has worked at multiple firms including National Life Group and Cetera Investment Advisers. Feldesman is also involved as a broker agent in insurance sales through National Life Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines long-term investment strategies with third-party asset managers and offers both discretionary and non-discretionary programs.

Colin Perrin is a financial advisor at TIAA-CREF with two years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF and Tiaa since 2022. Prior to his advisory role, he held positions outside the financial industry, including with Carolina Country Club and Lindy's Homemade LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, frequently serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through various managed account options.

Thomas Cordovano is a CFP® professional with 41 years of industry experience, currently serving at Corient. His prior roles include positions at La Ferla Group LLC and Purshe Kaplan Sterling Investments. He holds Series 63 and Series 65 licenses. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.