Adiz Fernandez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. Fernandez has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swaps dealing, supporting both discretionary and non-discretionary investment solutions.

Stephen Leit is a CFA® charterholder with 37 years of experience in the financial industry. He joined Cerity Partners LLC in 2026 after a long tenure at Shufro, Rose & CO., LLC. He holds Series 63 and Series 65 licenses and is based in New York, NY. Cerity Partners serves a diverse client base including individuals, families, institutions, and private funds, offering customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Christopher Reda is a financial advisor with TIAA‑CREF, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Morgan Stanley, Harrisdirect LLC, and E*TRADE Capital Management LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-based solutions, and serves as adviser to a donor-advised fund.

Bryan Bielawski is a CFA® charterholder with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following eight years at Traust Sollus Wealth Management, LLC. Bryan is based in New York, NY. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, and other strategies, supported by educational programming and integrated service platforms.

Benjamin Sullivan is a financial advisor with Wealthspire Advisors in New York, NY, holding a Series 65 designation and five years of industry experience. His background includes positions at Beacon Bridge Wealth Partners and Villanova University, along with six years working in middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and investment committee oversight.

Sandra Rojas is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Chase Investment Services Corp. Outside of her advisory work, she manages rental properties owned by family members. 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 extensive internal oversight and provides specialized solutions including derivatives services and bespoke discretionary management.

Evan Wohl is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Wohl serves on the advisory board of Hoppe Gala, a nonprofit organization. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supporting tailored client relationships across a range of financial planning and consulting services.

Harrison Dale is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and six years of industry experience. He has previously worked at First Republic Securities Company, First Republic Investment Management, BNY Mellon, and Commonwealth Diagnostics. Dale studied at Columbia University in New York City from 2015 to 2019. 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 portfolio management, financial planning, and consulting services while also operating as a registered broker-dealer, providing a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Michael Ringel is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked extensively with Guardian Life since 2014 and joined Park Avenue Securities in 2022. In addition to his advisory role, he provides accounting, tax, and consulting services through his CPA practice. Park Avenue Securities, a 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of integrated financial and consulting services.

Carol Dahl is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Citigroup Global Markets since 2007 and at Morgan Stanley Smith Barney since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. Outside of advisory, he is involved in managing a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, and charitable organizations, with a range of program types from client-directed to fully discretionary. The firm’s investment process integrates strategic and tactical asset allocation supported by HSBC Global Asset Management and employs multiple affiliated providers for fund selection and portfolio monitoring.

Julia Mcclung is a financial advisor with Eagle Strategies (NY Life) in New York, NY. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Mcclung has been with Eagle Strategies and affiliated New York Life companies since 2009. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice and offers multiple program options, with most assets managed on a non-discretionary basis.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 63 designation with five years of industry experience. His prior work includes six years at Graypoint LLC (formerly JNB Advisors) and eight years at Bender Lane Advisory. Cerity Partners advises a broad client base that includes individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, and institutional investors. The firm offers customized wealth management services through a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

James Mc Gill III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he holds a treasurer position responsible for accounting and recordkeeping at a real estate LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Timothy Faughnan is a CFP® with 21 years of experience currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term service at both firms since 2004 and 2005 respectively. Outside of his primary roles, he writes business for term, group, and whole life insurance through other companies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of integrated lending options.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions, serving clients with a broad range of specialized offerings.

Daniel Tabet is a financial advisor at William Blair with a Series 66 designation. He has one year of industry experience with prior roles including positions in education and sports organizations. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Benjamin Davis is a financial advisor at Oppenheimer with 36 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2002. Outside of his advisory role, he participates in a grilling business called Gotham Burger Social Club, hosting pop-up events several times per quarter. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios spanning equities, balanced, and fixed income, managed through both discretionary and non-discretionary approaches.

Steven Guan is a financial advisor at Rockefeller Financial LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Rockefeller Financial in 2025, he worked at Centaurus Financial Inc. for two years and has an academic background from UC Berkeley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Kenneth Hoffman is a financial advisor at Hightower Advisors with 45 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2012 and previously worked at Merrill for eight years. Outside of his advisory role, he serves as Treasurer for Congregation Rinat Yisrael. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a multi-manager model with both affiliated and third-party managers.