Anjalee Daryani is a financial advisor at Goldman Sachs Wealth Services based in New York, NY, holding a Series 66 designation with 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management with access to specialized executive wealth programs, alternative investments, and a variety of fee arrangements and platforms, supported by integrated research and technology tools within the broader Goldman Sachs ecosystem.

Lorraine Dickman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. She has worked at several affiliated Steward Partners entities since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Outside of her advisory role, she provides administrative support to Baker Sarama Wealth Management Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services through Steward Partners-branded solutions and third-party managers.

Kyle Bernstein is a financial advisor at Creative Planning with six years of industry experience. He holds a Series 65 designation and has worked previously at Edward Jones and State Farm Insurance. Bernstein also has experience with the University of Missouri from 2015 to 2019. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by private market investments and tax-loss harvesting, managing approximately $295.6 billion in client assets.

Robert Cornilles is a financial advisor with Citigroup Global Markets holding a Series 66 designation and five years of industry experience. He has been with Citigroup since 2019, with prior roles at Wells Fargo and EPIC Ventures. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Emily Wasco is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch from 2007 to 2021 before joining Citigroup in 2021. 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 employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, serving both discretionary and non-discretionary client needs.

Richard Summers is a financial advisor with Private Advisor Group, LLC based in Morristown, NJ. He holds a Series 66 designation and has five years of industry experience, including roles at LPL Financial, Bank of America, Merrill, and Diversitex Inc. Summers maintains a non-investment related interest in Diversitex Inc., where he holds a gifted share. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Marta Jankowski is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has worked with TIAA-CREF since 2018, including prior roles at Fidelity and Fidelity Brokerage Services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

Caroline Galdabini is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She has held her current position at Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. 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 and maintains a combination of large institutional scale and specialized market roles.

James Sonneborn is a CFP® professional with 19 years of industry experience. He is currently with Corient, where he has worked since 2022, following a 17-year tenure at RegentAtlantic. His background includes roles at Corient Services LLC and CIPW Service Company, LLC. 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 manager solutions and uses risk management tools and stress testing to align portfolios with client objectives.

Kristen Owen is a CFA® charterholder with 15 years of industry experience and has been with Oppenheimer since 2015. She holds a Series 63 license and is based in New York, NY. Outside of her advisory role, she is a limited partner and minority investor in a commercial property ownership LLC. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation across various investment vehicles and acts as a qualified custodian for client assets.

Vincent Egan is a financial advisor at Benjamin F. Edwards & Company, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party model strategies, with oversight from an Investment Strategy Committee.

Richard Coppa is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has been with Mariner since 2020 and previously worked at Wealth Health, LLC for 17 years. Coppa serves as a board member of the Pediatric Cancer Foundation in New Jersey, where he contributes to awareness, fundraising, and financial governance. Mariner serves a wide range of clients, including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon among large advisory enterprises.

Johnny Covello Jr. is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has worked previously at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual in both investment services and life insurance roles. Goldman Sachs Wealth Services advises a diverse client base, including individual investors ranging from non-high-net-worth to high-net-worth, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging a broad ecosystem within Goldman Sachs for research, implementation, and client service.

Jeffrey Varisco is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021, following a 23-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Dominick Angione Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Alex Coriddi is a financial advisor at Corient with 11 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, as well as at RegentAtlantic from 2014 to 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, with ongoing portfolio monitoring and risk management.

Sandra O'gorman is a financial advisor at Goldman Sachs Wealth Services with 31 years of industry experience. She has held positions at Mercer Allied Company, L.P. and The Ayco Company prior to joining Goldman Sachs in 2021. Sandra holds a Series 63 designation. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary research to tailor solutions to client objectives.

Lawrence Kaplow is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill and Bank of America. Kaplow is based in New York, NY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and a manager-selection program supported by third-party platforms and research, combining discretionary and non-discretionary management approaches.

Jason Mc Carthy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2019 and previously spent 11 years at LPL Financial. He also provides administrative support to Private Advisor Group in a compliance officer role. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Timothy Malon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citigroup in 2021, he worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large-scale institutional capabilities with unique market roles, including in-house research and derivatives services.