Evan Gutman is a financial advisor at Key Investment Services LLC with 4 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Key Investment Services, he worked at KeyBank and has experience in roles outside the financial sector, including at Uber and Penn State Housing and Food Service. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary investment options and integrates services from KeyCorp affiliates.

Catherine Mcdonald is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 19 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Mcdonald serves as board member and president of the Dapper Mcdonald Charitable Foundation, a charity focused on raising awareness and funds for ALS. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Jennette Brilliant is a CFP® and Series 66-registered financial advisor with five years of industry experience. She is currently with Cerity Partners LLC and previously worked at AJ Wealth and Silver Point Capital LP. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Eric Wong is a CFP® professional affiliated with Independent Financial Group, LLC, with four years of industry experience. He has worked at W Wealth Strategies and Independent Financial Group since 2021 and previously spent one year with Lee, Nolan & Koroghlian. Wong is also engaged in insurance sales, including life, long-term care, and disability income insurance, and provides tax preparation services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs both firm- and third-party models for portfolio management, combining strategic asset allocation and multi-manager approaches with ongoing due diligence.

Stephen Ward is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior roles include positions at GWFS Equities, Mutual of America Securities Corporation, and several other financial services firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

Richard Civello is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in New York. He has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including activities as a swap dealer and futures commission merchant.

Richard Bellofatto is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Guardian Life since 2001, including a tenure at Park Avenue Securities from 2001 to 2017. In addition to his advisory role, he is a licensed real estate salesperson and serves as a business consultant for Intuitive Cloud. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party platforms, supporting a range of financial planning and consulting services.

Davin Sessa is a financial advisor with Guardian Life and holds a Series 63 designation. He has 15 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is a martial arts coach, an author of a book linking martial arts principles to personal finance, and serves on the Yorktown Chamber of Commerce board as well as acting as treasurer for Hudson Valley Christian Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Marcel Pereira is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at IDB Capital Corp., Israel Discount Bank of New York, Infinex Investments, Popular Community Bank, and Citi Private Bank. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates institutional-scale resources and market roles that distinguish it from peers.

Julie Bennett is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2006. The firm serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

John D'agostino is a financial advisor with Commonwealth Financial Network in New York, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior experience includes roles at Edward Jones and Gottfried Somberg Wealth Management. He is a co-owner of Wise Wealth, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Massimo Bufalini is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Outset Global Trading Limited, and CitiGroup Global Markets Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a long-term investment horizon through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Yi Min is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses and five years of industry experience. Yi has worked at several firms including Merrill, Bank of America N.A., and Citizens Securities, and currently holds a dual role as a registered representative with HSBC Securities and as a Bank Officer with HSBC Bank (USA) N.A., an affiliate. HSBC Securities (USA) Inc. serves a diverse client base through multiple managed account programs, offering a range of client-directed and discretionary investment solutions supported by a multi-profile risk management process and global asset management partnerships.

John James Jr. is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Kineo Capital LLC, Due Diligence, and Arch Capital Services Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services and operates as a registered broker-dealer, providing access to alternative investment vehicles and integrated trust and insurance capabilities.

Yong Sheng Chen is a financial advisor at Transamerica Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. Chen is also president of Elite Eagle Inc., a non-investment-related business, and is involved with Finger Lakes LLC as a hotel partner. Transamerica Financial Advisors serves a broad client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services with a variety of proprietary and third-party investment models.

Robert Testa is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at National Planning Corporation for 17 years and has been with Commonwealth and Paris International Corporation since 2017. Outside of his advisory role, he serves as a basketball evaluator for the East Coast Basketball Conference. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $213 billion in client assets. The firm offers a wide range of advisor support services, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Joseph Pigot is a financial advisor with Private Advisor Group, LLC, holding a Series 63 credential and bringing 28 years of industry experience. His prior work includes positions at LPL Financial and GWFS Equities. He operates several investment advisory businesses, including Flynn Financial Partners and Premier Wealth Partners, under the Private Advisor Group platform. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that utilizes proprietary and third-party investment solutions along with technology platforms to implement various investment strategies.

Joseph Femia is a financial advisor with NewEdge Advisors in White Plains, NY. He holds a Series 63 designation and has 13 years of industry experience. His prior work includes roles at Ameriprise Financial Services, LLC and Mass Mutual Life Insurance Company. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, employing multiple program structures and technology tools to support advisor and client needs.

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.

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.