Paul Patrick is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 29 years of industry experience. He has been with First Manhattan Co. since 1999. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing 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, integrating wealth planning alongside portfolio management.

Morgan Newman is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Oppenheimer & Co. Inc. since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley. Newman is a member of the Co-Lab, a networking organization unrelated to investment activities. 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 using both discretionary and non-discretionary approaches, with custody of client assets maintained as a qualified custodian.

Daniel Zhao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Citigroup Global Markets since 2013 and previously spent seven years at HSBC Securities (USA) Inc. 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 institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for very large client relationships.

Timothy Macherone is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Shade Tree Advisors LLC and Goldman Sachs AYCO. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

John Schafer is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2009. Outside of his advisory role, he is a co-owner of WJ Realty LLC in Massapequa, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by centralized asset management and custody capabilities.

Daniel Johnson is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 license with one year of industry experience. Prior to joining Cerity Partners, he worked at Preston Wealth Advisors and held multiple positions at Virginia Tech. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Joseph Lucien is a financial advisor with Janney Montgomery Scott in Garden City, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Lucien has been with Janney Montgomery Scott and its related entities since 2013. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, estates, and institutional sponsors, and provides a variety of brokerage, financial planning, and advisory services.

Emilija Gaubaite is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Capital Group, she worked at Family Management Corporation and Fiduciary Trust Company International. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm utilizes a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term horizon across separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Shareef Doumet is a financial advisor with Principal Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions for six years. In addition to his advisory role, he serves as a bank/trust officer supporting retirement plan account relationships and assists with business development and consulting for a boutique interior design firm. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by the TPMMs.

James Zhou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Eagle Strategies, he spent 22 years at Bloomberg LP. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing a significant portion of its assets on a non-discretionary basis.

Annette Costa is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at TIAA-CREF since 2018 and previously spent five years with Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies managed under client-approved investment guidelines.

Charles Catalanotto is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at PNC Investments, HSBC Bank USA, HSBC Securities (USA) Inc., Banc of America Investment Services, Quick & Reilly, and Chase Investment Services Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Christine Eriksen is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm employs a fiduciary standard for its RIA services and provides both model portfolio and customized portfolio management options.

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Gotham Asset Management since 2009. Kolb also has experience at Foreside Fund Distributors LLC since 2014. Gotham Asset Management is an equity-focused investment manager serving primarily private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process to manage long/short and long-only equity strategies and oversees approximately $30 billion with a small senior investment team.

Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. 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 in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.

Daniel Helmick is a financial advisor at First Manhattan Co. LLC with 27 years of industry experience. He has been with First Manhattan since 1997 and holds the Series 63 designation. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Kumar Pindiprolu is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer & Co., Inc. since 2003. Pindiprolu is involved in charitable activities through the Knights of York, helping to plan and raise funds for underprivileged children via annual events. He also serves as a trustee for several family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, managing portfolios through strategic asset allocation and manager selection, with both discretionary and non-discretionary approaches.

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.

Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016, with a brief period supporting the US Army in an HR capacity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services, with a notable combination of large institutional scale and specialized market roles.

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.