Christopher Volberg is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Outside of his advisory role, he serves as a board member for FOLD at Bentley University and provides limited consulting to his family's business, Quality A/C & Heating. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions tailored to client needs.

Clifton Fink is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across multiple asset classes.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. before joining Rockefeller in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jack Kastenschmidt is a financial advisor with Citizens Securities, Inc. in New York, NY, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Citizens Bank, Bank of America, Merrill, and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program.

Eric Heaton is a financial advisor with Rockefeller Financial LLC in New York, NY, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2022 and spent ten years at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2012 to 2022. 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 consulting services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated platform.

Steven Swistak is a financial advisor with Guardian Life who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Park Avenue Securities, Ameriprise, RiverSource Distributors Inc, and Curian Capital, LLC. Outside of his advisory career, he is involved with Swistak Strength and Conditioning LLC. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions tailored to client needs.

Andrew Rothstein is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Rochdale, LLC and previously worked at CNR Securities, LLC, HGK Asset Management, and Rice Hall James & Associates, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative methods and fundamental analysis to construct tailored portfolios across various asset classes.

Jeffrey Benowitz is a financial advisor with Guardian Life who holds the ChFC® and Series 63 designations and has 32 years of industry experience. He has worked with Park Avenue Securities since 2002, WJB Financial Services since 1998, and Guardian Life Insurance Company since 1996. In addition to his advisory work, he is involved in insurance activities outside of Guardian, including life insurance and disability products from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies, proprietary programs, and third-party platforms tailored to client needs.

Jeffrey Gambuzza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at both firms since 2011. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, 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.

Danny Arroyave is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work experience includes positions at Merrill, Bank of America, American Express, and several other organizations. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios.

Dara Roughley is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Rochdale and Rim Securities LLC since 2018, following four years at Hennion & Walsh, Inc. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios. The firm also sponsors City National Rochdale mutual and interval funds and manages approximately $73 billion in assets.

Chor Shing Chan is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill, JPMorgan Chase Bank, and HSBC Bank USA. HSBC Securities (USA) Inc. offers managed account programs catering to individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary investment solutions, utilizing model risk profiles and asset allocation strategies developed with HSBC Global Asset Management.

Daniel Confreda is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary and third-party managed account solutions and utilizes technology platforms such as Orion and Pontera to implement diversified investment strategies.

Aye Swe is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies within discretionary and non-discretionary programs and operates with institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Lukas Sonka is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and Aventi Entertainment. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that offers a range of portfolio management and advisory solutions.

Collin Sundsted is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and two years of industry experience. Prior to joining Rockefeller Financial, he held roles at AlphaSights and Q Investments, and has experience working in both academic and corporate environments. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management and financial planning services and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Frank Romano is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at ShareBuilder 401K, Capital One Sharebuilder, Nfb Investment Services Corp., Greenpoint Securities LLC, Essex National Securities, Inc., and Metro Agency. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research and execution services, to provide comprehensive investment and advisory solutions.

Saumya Daniel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its large institutional scale and specialized market roles.

Arthur Nintzel is a CFP®-certified financial advisor with 44 years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at UBS Financial Services Inc. for 10 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated platform that includes discretionary and non-discretionary investment solutions across multiple asset classes.

Thomas Monaghan is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for 10 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities that include securities transactions, variable insurance sales, and investment banking.