Alex Smith is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with TIAA-CREF since 1987. TIAA-CREF Individual & Institutional Services, LLC 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 retirement relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.

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.

Francine Olk is a financial advisor with Private Advisor Group, LLC in Brooklyn, NY, holding a Series 63 designation and over 28 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2013, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms.

Matthew Mcguirk is a financial advisor at Oppenheimer with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2020, he worked at Morgan Stanley Private Bank from 2016 to 2020. 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 range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Vidal Peoples is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Peoples is also the owner of Ennoble Wealth, LLC, a business that supports his work as a Guardian Financial Representative. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party models and provides integrated account-level services such as lending solutions and donor-advised funds.

Robert Heegel is a ChFC® and Series 63 designated advisor with 13 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held roles at NYLife Securities LLC and New York Life Insurance Company since 2012. Outside of finance, Heegel is involved in the performing arts as a performer, producer, and director for several theater companies, and he owns and operates The Lucky Crumb, a small baking business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied programs tailored to client goals and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shelly Stone is a financial advisor with Cerity Partners LLC, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include 25 years at Ayco/Goldman Sachs and three years at Graypoint LLC. She serves as an independent co-trustee and committee member for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a broad range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Robert Ellis Jr. is a CFA® charterholder and holds a Series 66 license, with eight years of experience in the financial services industry. He is currently with Corient in New York, where he has worked since 2022, following prior roles at Kore Private Wealth, Bank of America, and Merrill. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Penelope Villalona Brito is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior experience 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 multiple wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Jacquelyn Davis is a CFP® with nine years of industry experience, serving as a financial advisor at Oppenheimer since 2015. She holds a Series 66 license and is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

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.

Christopher Walker is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and three years of industry experience. Prior to joining TD Private Client Wealth, he worked at Guardian Life Insurance, Park Avenue Securities, and Wealth Advisory Group. Outside of his advisory role, he is involved in managing rental properties. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm integrates strategic and tactical asset allocation with offerings from affiliated and third-party sub-managers, delivering portfolio management and financial planning through a technology-driven platform.

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.

Robert Calabretta is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waypoint Capital Management for 21 years. He is also the Chief Investment Officer of Coastline Wealth Management, where he advises clients on investment matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kyle Vaughan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer and NFP. Outside of his advisory role, Vaughan volunteers as a judge for the SIFMA Foundation's InvestWrite program and works as an independent dog walker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Eric Bodner is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Kore Private Wealth, and CIPW Service Company. Outside of his advisory role, he is a non-managing member of several private investment companies organized in California. 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 corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses various risk management tools to align portfolios with client objectives.

Stephen Kleiman is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at City National Rochdale since 2020. His prior experience includes roles at Morgan Stanley and teaching at Fordham University's Gabelli School of Business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, utilizing proprietary tools and a broad range of asset classes to construct tailored portfolios.

Matthew Goldstein is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, with two years of industry experience. He holds the Series 66 designation and previously worked at the Gerson Lehrman Group and the University of Michigan. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios, along with digital advisory solutions.

Jan Getto is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Capital Corp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Taylor House is a financial advisor at TD Private Client Wealth LLC with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining TD Private Client Wealth, Taylor worked at TD Bank and The Walt Disney Company and operates an independent online resale business specializing in collectible items. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a combination of affiliated and third-party sub-managers within a platform supported by Envestnet and Pershing.