Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Daniel Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Paola Manganiello is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2013. Outside of her financial career, she has worked as a waitress at Arturo's Restaurant since 1999. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing employer retirement plan relationships. The firm provides a range of tailored investment solutions including model and customized portfolios within a vertically integrated structure.

Jessica German is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 credential and 15 years of industry experience. She previously worked for Financial Advisory Network / MML Investors Service, LLC from 2008 to 2024. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the “Capital System” that segments portfolios among different portfolio managers. The firm employs fundamental research and a long-term investment horizon, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

John Meskunas is a financial advisor at Oppenheimer with eight years of industry experience. He holds the Series 66 designation and previously worked at Ferrari PF Palm Beach for three years before joining Oppenheimer in 2018. 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 equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.

Allen Mena is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and four years of industry experience. He has been with D.A. Davidson since 2021 and previously worked at Aerostream Logistics for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Stephen Falgoust is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 credential and has worked with Guardian Life and Northeast Financial Network. Outside of his advisory role, he also engages in independent insurance activities. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party solutions, and a digital advisory platform.

Vanessa Aulestia is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Guardian Life Insurance, Park Avenue Securities, and Northeast Financial Network. Prior to her financial career, she spent six years at Chip n Dipped Chocolatier. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a variety of financial planning and consulting services tailored to client needs.

Joseph Biegel is a CFP® with 21 years of industry experience, currently advising at Guardian Life and Park Avenue Securities. He has worked with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory role, he is involved in financial book publishing and marketing and serves as a volunteer advisory board member for OBS Financial Services. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary and third-party platforms, and a range of integrated lending and alternative investment options.

Zachary Scott is a financial advisor with Commonwealth Financial Network in New York, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at Clearfront Advisory for 10 years and has been with Commonwealth since 2015. Scott is also the owner and president of Townhouse Hill Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services, while offering various program structures and discretionary model portfolios.

John Ryan is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, Grant Thornton, Wheatley Hills, and Hofstra University. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Jennifer Uzzi is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Yanique Anderson is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, M&T Securities, Inc., and HSBC in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and a combination of large institutional scale and unique market roles.

Patrick Manzi is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. His prior experience includes roles at Principal Financial Services, Credit Suisse Securities, and Neuberger Berman BD. Manzi is the sole member of Omega Partners Consulting, LLC, a financial services consulting firm that is currently inactive. 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 applies multi-asset, multi-manager strategies with internal oversight and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Michael Caracappa Jr. is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Infinex Investments, Inc., Apple Bank for Savings, and CARA-CO Security Inc. Outside of his advisory role, he has been involved with CARA-CO Security Inc., a security system company. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer model and emphasizing decentralized account management.

Peter Lang is a financial advisor with Hightower Advisors in Rye, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors since 2010. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes multi-manager solutions, proprietary research, and a variety of investment vehicles to address diverse client needs.

Penelope Villalona Brito is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. She previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Globe Life National Income Division Pappas Org. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Karen Winfrey Leake is a financial advisor at Sanctuary Advisors, LLC with 40 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Merrill and Bruderman Asset Management LLC. Outside of finance, she is involved in multiple entrepreneurial ventures, including managing small businesses focused on art sales, lecturing on Wall Street careers, podcasting on investment basics, and working as a music disc jockey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and financial consulting services, employing various analytical approaches and maintaining fiduciary standards underwritten by written advisory agreements.

Denise Rayve is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Citigroup Global Markets since 2023 and previously held roles at Santander Securities, Santander Bank, and HSBC Bank USA. Outside of her advisory work, she is president and co-owner of Great Eastern Pet Supplies LLC, a business she has managed since 2003. Citigroup Global Markets serves individual and institutional clients across private banking and wealth management segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning as a swap dealer and futures commission merchant.