Nitika Sethi is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to provide bespoke discretionary solutions and extensive research capabilities.

Michael Guarnieri is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Integrated Wealth Concepts since 2023. In addition to his advisory role, Guarnieri is a certified public accountant at Scheer Guarnieri & Associates CPAs LLP, where he has worked since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

John Lockwood Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley and Independent Financial Group, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides investment banking, placement services, and a comprehensive investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Justin Mccarthy is a CFP® professional with 12 years of industry experience, currently with Mariner in New York, NY. His prior experience includes over a decade at Mariner Wealth Advisors-NYC, LLC and a long-standing role at Mass Mutual Life Insurance since 2006. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and is notable for its integrated tax and accounting services alongside traditional portfolio management.

Michael Wasik is a Series 66-credentialed advisor with six years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes roles at Bleakley Financial Group, LPL Financial LLC, and Private Advisor Group. In addition to his advisory work, he is involved in selling insurance outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside a range of integrated financial planning, consulting, and lending solutions.

Giancarlo Barone is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Barone serves as a board member for the Seton Hall Preparatory School Alumni Association. 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 through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer.

Richard Harrison is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 63 license. He has 50 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2000. Harrison is also the owner of The Harrison Group, an insurance business he has operated since 1975. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors.

Yooran Cho is a financial advisor with PNC Wealth Management in Little Falls, NJ. He holds a Series 66 designation and has been with PNC since 2022, including roles at PNC Bank prior to his current position. His background includes experience in tax consulting and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs.

Leigh Moglia is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms including Morgan Stanley, Lebenthal Wealth Advisors, Yorkbridge Wealth Partners, and PURSHE KAPLAN STERLING INVESTMENTS. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Matthew Martinez is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rockefeller Capital Management and Morgan Stanley. Prior to his financial career, he held teaching positions at Pace University, University at Albany, and multiple schools in New York. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a Private Advisor model and an integrated investment platform that includes equities, fixed income, and alternatives.

Benjamin Emery is a financial advisor with Rockefeller Financial LLC in New York, NY. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at firms including Alphasights, Dane Street, and Equity Quotient. Emery’s background also includes roles at Middlebury College and Noble and Greenough 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Daniel Leskowitz is a financial advisor at Commonwealth Financial Network with three years of industry experience. He previously worked at Morgan Stanley and Barclays. His other business activities include fixed insurance sales conducted during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Bhanmattie Ramasar is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at HSBC Bank USA NA for 20 years before joining Citi in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Justin Spagnuolo is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he had roles outside finance, including working at Erini Restaurant and Franklin Avenue Middle School. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, employing a combination of strategic and tactical asset allocation through affiliated and third-party managers.

John Finney is a CFP® professional at Beacon Pointe Advisors, LLC with 41 years of industry experience. His prior roles include positions at Bleakley Financial Group, LPL Financial, Private Advisor Group, and Northwestern Mutual. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers customized reporting and education for retirement plans.

David Orsolino is a CFP® with 27 years of industry experience, currently serving at Guardian Life and Park Avenue Securities, where he has worked since 2005. He operates a personal business entity, DavidOrsolino.com, Inc., established to manage commissions and staff bonuses. Additionally, he acts as a trustee of an irrevocable trust. Park Avenue Securities LLC, a subsidiary of 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 range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, integrating proprietary and third-party platforms.

Kevin Vega is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citiprivate Bank since 2019, following 13 years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale capabilities including in-house research, swap dealing, and futures commission merchant services.

Marielle Schurig is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Lindbrook Capital, UBS Financial Services, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Donna Gallo is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Hightower Advisors, where she has worked since 2024. Prior to joining Hightower, she spent 19 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Prajwal Prabhu is a CFP® professional with seven years of experience in the financial services industry. He is currently with First Manhattan Co. LLC, where he has worked since 2022. His prior roles include positions at Merrill, Bank of America, and the Office of the Comptroller-Bureau of Asset Management. First Manhattan Co. LLC provides discretionary and non-discretionary 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 tailored to client objectives, with a focus on fundamental research and individually managed portfolios.