Edward Dunphy Jr. is a financial advisor at Mercer Global Advisors Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade, Inc. for 10 years before joining Mercer in 2021. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and other nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of implementation options including ETFs, mutual funds, and separate accounts.

Rafael Mesquita is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Citibank N.A. since 2017, following a two-year period at Agriforte S.A. Outside of his advisory role, he is involved in restaurant management as a waiter and provides transportation services as a driver with Uber. Citigroup Global Markets serves individual and institutional clients across a range of 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 in-house research and derivatives services, to support its advisory and execution capabilities.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jaimie Miller is a CFA® charterholder with nine years of industry experience. She currently works at Capital Group Private Client Services, Inc. and previously spent eight years with Citi Private Alts., LLC/Citigroup Global Markets Inc. Miller's background also includes four years at the College of William and Mary. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach known as the "Capital System" that emphasizes fundamental research and a long-term investment horizon. The firm utilizes separately managed accounts, mutual funds, ETFs, and alternative strategy funds to implement client portfolios.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and is involved in several related business activities, including leadership roles in independent insurance and financial services firms. Syed also participates in strategic growth and planning initiatives with Vista Marketing Partners LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners, integrating multiple custodial and execution platforms.

Robert Sheriff is a financial advisor at Oppenheimer with 46 years of industry experience. He holds a Series 63 designation and previously worked for Morgan Stanley Private Bank, National Association for nine years before joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary advisory solutions.

Jeanine Buceti is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., and extensive experience with TIAA and TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliation with TIAA Trust and management of a donor-advised fund.

Brian Moody is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at CNR Securities, LLC, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of his advisory role, he serves as Treasurer for the Ridgewood Toastmasters Club and as a Director in Toastmasters International District 83, where he manages budgeting and financial reporting. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis with proprietary tools, offering portfolio and sub-advisory management across various asset classes.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at TIAA-CREF and has been with Stratos Wealth Partners and LPL Financial since 2022. He serves as a board member of the Mt Olivet Cemetery nonprofit. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports a broad range of fee arrangements and custodians.

Jacqueline Phan is a financial advisor at First Manhattan Co. LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Prudential, and TELUS International. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, 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 with individualized advice integrating wealth planning alongside portfolio management.

Kristen Hill is a financial advisor at Capital Group Private Client Services, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Bank of America/Merrill Lynch, Pierce, Fenner & Smith Inc. for 23 years before joining Capital Group. Capital Group Private Client Services provides discretionary investment management mainly to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon. The firm offers client portfolios through separately managed accounts, mutual funds, ETFs, and access to certain private equity and alternative strategy funds.

Andrew Vogelstein is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 63 designation and has previously worked at The Colony Group and New Providence Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Emma Mcgraw is a CFP® at First Manhattan Co. LLC with four years of industry experience. She previously worked for six years at Douglas C Lane & Associates, LLC before joining First Manhattan in 2022. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with 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 and integrates wealth planning alongside portfolio management.

Ernest Geohagen is a financial advisor at Oppenheimer with 20 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 1979. He also serves as a trustee for the Ivy Geohagen 1992 Trust. 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 provides a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Brett Burian is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. 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 and provides a broad range of advisory, execution, and custody services.

Katherine Agrillo is a financial advisor at CWM, LLC with the designations ChFC® and Series 63. She has over two decades of industry experience, having previously worked at The Pinnacle Financial Group and LPL Financial, and operates Multiplex Planning dba Agrillo Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis supported by an in-house Investment Committee.

Elyanur Jalilova is a Series 66 licensed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citibank N.A. since 2020 and previously held roles at AK&Z Food and Piada Inc. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs and custody services. The firm emphasizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Ponte is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citi Bank Personal Wealth Management since 2011. Outside of his advisory role, he is involved in managing a rental property in Long Island City, NY. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a variety of advisory and execution services tailored to workplace, high-net-worth, and ultra-high-net-worth segments.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Xin Cheng Mai is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, following earlier work at Scottrade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs 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 operations as a swap dealer and futures commission merchant.