William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.

Richard Zangara is a financial advisor at &Partners with Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Wells Fargo Clearing and Pruco Securities Corporation. Outside of his advisory work, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of discretionary and non-discretionary strategies using both proprietary and third-party managers.

Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.

Vincent Colatriano is a financial advisor at Equity Services, Inc. with eight years of industry experience. He holds a Series 63 designation and previously worked at firms including Ameritas Advisory Services, Ameritas Investment Corp, and The Prudential Insurance Company of America. Outside of financial advising, he works as an Uber driver. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently uses third-party asset managers, and combines long-term strategies with options for shorter-term trading.

Leonardo Diaz is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he is a member of an LLC managing personal real estate holdings in Miami, FL. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Michael Maresca is a financial advisor with Guardian Life and Park Avenue Securities in New York, NY, holding the ChFC® and Series 66 designations. He has 21 years of industry experience, with a career primarily spanning roles at Park Avenue Securities and Guardian Life Insurance Company. He is involved in multiple general agency roles related to Guardian Life and also participates in outside insurance sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions alongside specialized financial planning and consulting services.

Brian Ocampo is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation with six years of industry experience. His prior work history includes roles at Morgan Stanley and Barrington Media Group. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Tina Moy is a financial advisor at Guardian Life with 18 years of industry experience. She holds the Series 66 designation and has been associated with Park Avenue Securities since 2008. Moy's career also includes a long-term affiliation with Guardian Life Insurance Company beginning in 2007. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Brendan Cunningham is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Raymond James & Associates, Silver Lane Advisors, and the NYC Department of Education. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, institutions, and investment companies, managing approximately $166.2 billion in assets. The firm provides customized wealth management services with a focus on client-specific investment profiles and asset allocation, offering access to alternative and private market solutions alongside traditional investment management.

Frederick Corsentino Jr. is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Yale Bahar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is an owner of multiple rental properties in various U.S. cities, which he manages outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission services.

Brigid Donnelly is a financial advisor at Oppenheimer with 21 years of industry experience. She has held her current position at Oppenheimer & Co. Inc. since 2005. Donnelly serves as a board member of the Iona University Alumni Association, participating in board and university activities outside of work hours. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs encompassing equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary services.

Jimmy Huang is a financial advisor with TIAA-CREF in New York City and holds a Series 66 designation. He has 21 years of industry experience and has been with TIAA-CREF since 2011. Outside of his advisory role, he serves as the audit chairperson for the Buddhist Tzu Chi Foundation, a nonprofit humanitarian organization. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Ting Cheung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Citibank N.A. since 2017 and previously at Bank of America from 2015 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and specialized market roles.

Tania Martinez is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019, following eight years at J.P. Morgan Chase Bank and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research, and provides customized solutions for large client relationships.

Cristal Chung is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2004. 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 and maintains large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Mia Peters is a Series 66 licensed financial advisor with one year of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, inc. Her prior experience includes roles at Equitable Advisors, LLC and Meddeas. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Emmanuel Adzadza is a financial advisor at Eagle Strategies (NY Life) with Series 66 and Series 63 credentials and four years of industry experience. He has held roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company, and previously worked in diverse fields including technology and retail. Outside of his advisory work, Adzadza is an educator providing fundamental IT training to older immigrants and serves as a board member for The Butterfly Ghana Foundation, a nonprofit supporting children with special needs in Ghana. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm offers multiple program options and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Leonard Cheah is a financial advisor at TLG Advisors, Inc. in Summit, NJ, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including GWN Securities, Inc. and The Leaders Group Inc. Outside of advisory work, he is a co-founder and CFO of Good Fire Co., a hot sauce brand, and OC Tech, a company focused on developing creator ERP systems. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering portfolio management, financial planning, and investment fiduciary services. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and provides a digital investment program called Starlight Portfolios.

Lynda Castellano is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 66 registrations. Prior to joining Cerity Partners in 2021, she worked at Douglas C. Lane & Associates for eleven years and held positions at Neuberger Berman from 2006 to 2008. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions and OCIO services for qualified clients.