Thomas D'angelo is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at The AYCO Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and a large integrated financial group to offer tailored wealth solutions and a range of specialized programs.

Daniel Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Ryan Gibbons is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Morgan Stanley and Rockefeller Financial, before joining Guardian Life in 2026. Gibbons is also associated with Sequent (Florida) LLC, where he spends time on wealth planning and insurance business activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs that utilize both proprietary and third-party models.

Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Timothy Murray is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commerce One Financial. Outside of his advisory role, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. His firm, Park Avenue Securities, is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporations.

Ardian Hasko is a financial advisor with NewEdge Advisors in New York, NY, holding a Series 66 designation and 14 years of industry experience. Prior to joining NewEdge Advisors in 2025, he worked at B. Riley Wealth Advisors, Inc. and its affiliated entities for over a decade. Outside of his advisory role, Mr. Hasko serves on the board of Equality Charter School and is Board President of Kew Garden Hills Apartment Owners Inc., a cooperative apartment complex. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technology support.

Jessica German is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 credential and 15 years of industry experience. She previously worked for Financial Advisory Network / MML Investors Service, LLC from 2008 to 2024. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach known as the “Capital System” that segments portfolios among different portfolio managers. The firm employs fundamental research and a long-term investment horizon, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds a Series 63 designation and previously worked for Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Yaoxuan Wang is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. Wang holds a Series 66 designation and has worked at HSBC Bank USA, N.A. and M&T Bank prior to their current role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a structured investment process based on model risk profiles and leverages affiliated and third-party providers for advisory and fund selection services.

Wilhelmina Joseph is a financial advisor at Steward Partners Investment Advisory, LLC in New York, NY, holding Series 63 and Series 65 licenses with 55 years of industry experience. Her career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Yolanda Santiago Irizarry is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles and commercial arrangements.

Ronald Ramirez is a CFP® professional with 37 years of industry experience. He is currently with Primerica Advisors and Guardian Life Insurance Company, having worked at both firms since 1989. His career includes extensive tenure at Primerica Advisors beginning in 1999. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple program types.

Stephen Soviero is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023, following multiple roles at AJ Wealth. Prior to his advisory career, he spent time at Fairfield University. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs and offers specialized services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

David Weinstock is a CFP® professional with over 32 years of industry experience, currently affiliated with Kestra Advisory. He has previously worked at Comprehensive Asset Management & Servicing, Inc. and WeiserMazars Wealth Advisors. He also serves as president of the Harbor House Condominium board of directors in Hewlett, NY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors.

Michael Chiarella is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including National Life and Rim Securities LLC. Chiarella is also an insurance agent with National Life Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using a combination of long-term strategies and specialized instruments, with a service model that includes both discretionary and non-discretionary management.

Roger Soo is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds the Series 63 designation and has been associated with Equity Services, Inc. since 1995. Outside of advising, he is a partner in a children's clothing boutique. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers a range of advisory platforms, often utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Hope Streeter is a financial advisor with Eagle Strategies (New York Life) holding a Series 66 designation and seven years of industry experience. She has worked at Eagle Strategies LLC since 2022 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2021. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working extensively with both retail and institutional clients within the New York Life affiliate structure.

William Stoops is a Series 65-licensed financial advisor at Mariner with one year of industry experience. His prior work history includes roles at Guidepoint and several academic institutions, including Bucknell University and Berkshire School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office support. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, with a notable focus on integrated tax and accounting services.

Jackson West is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and less than one year of industry experience. Prior to joining HSBC, he held roles at several organizations including The Ellerson Group, Abacus Corporation, Island Kitchen, and QP Global Family Offices, as well as educational positions at the University of Michigan and Fox Lane High School. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment solutions, utilizing multiple model risk profiles and combining strategic and tactical asset allocation developed with HSBC Global Asset Management and affiliated providers.

Glendon Marcelle is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He has been with TD Private Client Wealth since 2020 and has held various roles at TD Bank N.A. since 2015. 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 TDIS clients. The firm offers portfolio management, financial planning support, and access to a range of investment options through a platform combining strategic and tactical asset allocation with both affiliated and third-party managers.