Abyssinia Vanterpool is a financial advisor at Goldman Sachs Wealth Services with 11 years of experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2015. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Michael Tambini is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Private Advisor Group since 2015 and previously spent seven years at PNC Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform and alternative investments. The firm operates on a fiduciary advisory model and utilizes both third-party managers and technology platforms to implement investment strategies tailored to client goals and risk tolerances.

Ozan Volkan is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Fahnestock & Co., Inc. since 2003. 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 investment programs and advisory services that include discretionary and non-discretionary management, with a focus on strategic asset allocation, manager selection, and tailored performance reporting.

Peter Cadaret is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer and Oppenheimer Asset Management Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Robert Lowenthal is a Series 66-registered advisor with Oppenheimer who has 25 years of industry experience. He has been with Oppenheimer since 1999 and also has experience at Freedom Investments, Inc. since 2018. He serves as a director of Buzzbox Beverages, Inc. 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 variety of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Katherine Moore is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at BlackRock Investments for nine years. Moore serves on the investment committee for the Robin Hood Foundation, New York City's largest poverty-fighting organization, and is a member of the Board of Trustees and investment committee for The Lawrenceville School. 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 specialized market roles including swap dealing and futures commission services, providing a broad range of advisory and execution services.

Robert Fowler is a financial advisor with J. W. Cole Advisors, Inc. He holds a Series 66 credential and has 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Fcg Advisors LLC. Outside of his advisory work, he serves as a board member for a charity sponsoring and mentoring needy Catholic high school students and is a finance committee member for New Eyes for the Needy. J. W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm’s advisers use a combination of fundamental and technical analysis and may manage accounts on both discretionary and non-discretionary bases.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Erik Riley is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 designation and has been in the industry since 2023, with prior experience at firms including Stop & Shop and SelectCARE. Outside of finance, his background includes roles at MetLife Stadium and AWP Safety. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk profiles.

Dennis Hall is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, N.A., and Merrill. He is also the owner of DRH Wealth Advisors and DRH Wealth Management LLC, both financial advisory and wealth management businesses based in Florham Park, NJ. Outside of finance, he works as an events van driver. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform and NFS brokerage infrastructure.

Kevin Hoegler is a CFP® professional with nine years of experience in the financial industry. He is currently an advisor at Farther, having joined in 2025. His prior roles include positions at BlackRock, Prudential, PGIM Investments, and J.P. Morgan. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary model portfolios, algorithmic rebalancing, and a range of asset classes supplemented by AI tools under internal controls.

Kim Luthy is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory since 2020. Her prior roles include positions at Allied Wealth Partners and Securian Financial Services. Outside her advisory work, she teaches financial education courses and founded The Vision Network, which connects women through vision board activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Fernando Garcia is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has held prior roles at Santander Bank, Wells Fargo, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Jack Desantis Jr. is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds a Series 66 designation and has worked at various firms within the Cetera and Avantax networks. In addition to his advisory role, he serves as treasurer for multiple political candidate committees. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

John Stefanidis is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2018. His prior roles include positions at Infiniti of Englewood, LLC and the University of Delaware. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by in-house research and complex market roles.

Robert Diaz Lopez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup since 2016. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Bryan Tudor is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management, maintaining custody of client assets while operating multiple advisory and broker-dealer services.

Roland Prestenback III is a CFP® with 16 years of industry experience, currently serving as an advisor at NewEdge Advisors since 2017. He has also been associated with LPL Financial since 2010. NewEdge Advisors is a large registered investment adviser firm serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services using multiple program structures, centralized due diligence, and technology tools to support client and advisor needs.

Abel Santana is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Mutual of Omaha. Outside of his advisory work, he coaches youth softball in Passaic, NJ. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.