Hayden Shin is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and no prior industry experience. He has been with Rockefeller Financial since 2025. 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 and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services alongside its consolidated investment platform.

Henry Cox is a CFP® professional with one year of industry experience. He currently works at Mariner and previously held multiple roles at Mercer Global Advisors Inc. Henry’s background also includes positions outside of traditional advisory roles, such as work with Essex Mortgage and experience in educational settings. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm employs a customized, discretionary investment approach supported by an internal team and external managers, with notable integration of tax and accounting services uncommon for firms of its size.

Intaek Oh is a financial advisor with TIAA-CREF in Roseland, NJ, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Prior to joining TIAA-CREF in 2018, he worked at PNC Bank and PNC Investments for four years. Outside of his advisory role, he is involved in managing a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between one-time planning services and ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Paul Russotto is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with both firms across multiple periods since 2013. Outside of his advisory roles, Russotto serves as President of Matawan LeTip, a non-investment-related organization. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of consulting and financial planning services.

Gerald Marra is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a model-based investment process and collaborates with affiliated and third-party providers for advisory and fund management services.

Deborah Menjivar is a Series 66-licensed financial advisor with 23 years of industry experience, currently with Citigroup Global Markets since 2021. She previously worked at JPMorgan Securities LLC from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles including in-house research and acting as a security-based swap dealer and futures commission merchant.

Donald Link is a CFP® professional with 26 years of industry experience. He is currently with NewEdge Advisors and has prior experience at LPL Financial and Private Portfolio Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisor and client needs.

Ruirui Zhu is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and four years of industry experience. Zhu has worked at Citibank in both Canada and the United States since 2016. 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 dedicated oversight and leverages its scale and market roles to provide bespoke solutions and custody services.

John Italiano is a CFA® charterholder with 16 years of industry experience. He is currently with PlanMember Securities Corporation and has held roles at Valic Financial Advisors, Preqin, CapFinancial Partners (CAPTRUST), Cammack Retirement Group, and Neuberger Berman. Outside of his advisory work, he sells collectible coins on eBay as a hobby. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach includes a top-down strategic asset allocation framework and management of risk-based mutual fund portfolios, alongside education and support services for plan sponsors and participants.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

Barry Solon is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including roles at GWFS Equities, Prudential Investment Management Services, Prudential Insurance Company of America, Kestra Financial Services, Kestra Investment Services, and Fidelity. Outside of his advisory work, he serves as president of the Brookview Estates Homeowners Association board of directors. 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 utilizes an integrated model tied to Empower’s platforms, offering point-in-time financial plans and optional managed account solutions.

Melanie Werling is a financial advisor with Guardian Life and holds a Series 66 designation. She has 17 years of industry experience, including long-term roles at Guardian Life and Park Avenue Securities. Additionally, she is a commissioned Notary Public. She is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life that serves individuals, retirement plans, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers comprehensive financial planning and consulting services alongside access to insurance products and alternative investments.

Barbara Carter is a financial advisor at Mariner with a Series 65 credential and has been with the firm since 2024. Her background includes roles in capital management and corporate settings, including positions at Gleneagles Capital Management and Johnson & Johnson. She has also spent time traveling outside of her professional career. Mariner serves a wide-ranging client base including individuals, pension plans, trusts, and charitable organizations, providing services such as investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, and offers notable tax and administrative capabilities uncommon among large advisory enterprises.

Tracy Broderick is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., and Merrill. 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 and financial planning services, operating uniquely as both a registered investment adviser and a broker-dealer, with capabilities across equities, fixed income, alternatives, and specialized investment products.

Edmund Iannaccone is a CFP® professional with 36 years of industry experience. He is currently affiliated with Steward Partners Investment Advisory, LLC and has held roles at Steward Partners Global Advisory, Raymond James Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of his advisory work, he owns Iannaccone Wealth Management, where he provides financial and wealth management services. Steward Partners Investment Advisory, LLC is a national SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering various investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Muhammad Karim is a financial advisor at Mariner with eight years of experience. He has been with Mariner Wealth Advisors since 2013. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with specialized offerings in tax integration and family office services.

Michael Downey is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including over three decades with New York Life Insurance Company and more than two decades with Nylife Distributors LLC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutional sponsors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Jay Vodofsky is a financial advisor with First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with First Manhattan Co. since 1995. 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, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Ryan Bohn is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and with 17 years of industry experience. He has worked at Park Avenue Securities since 2016 and at Guardian Life since 2015. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.