Christopher Belich is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He serves as a co-trustee for a family trust. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of program types from client-directed to fully discretionary strategies. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and conducts ongoing fund due diligence through affiliated providers.

Michelle Smith is a financial advisor at Savant Wealth Management in New York, NY, with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Source Financial Advisors and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is the Treasurer and Co-Founder of The Ideal School of Manhattan and serves on the board of the nonprofit Abilities First-NY. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Evan Winters is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at TD Bank N.A., LPL Financial, and TD Ameritrade. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, employing a combination of strategic and tactical asset allocation through both affiliated and third-party managers.

Marc Fine is a financial advisor at Oppenheimer in New York, NY, with 36 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of the Julianna Fine Trust. 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 investment programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Andrew Themis is a financial advisor at HSBC Securities (USA) Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA, N.A. since 2016, HSBC Securities (USA) Inc. since 2014, and previously at Merrill from 2009 to 2014. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various strategies, including client-directed and fully discretionary options. The firm uses a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation in partnership with HSBC Global Asset Management and other affiliated providers.

Matthew Clingerman is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with HSBC Securities since 2005. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types with varying levels of client direction and discretion and uses model risk profiles combined with global asset management and fund due diligence to guide its investment process.

Steven Sklaver is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Schwab Wealth Advisory, Inc. He has 15 years of industry experience, including roles at Charles Schwab & Co., Charles Schwab Bank, USAA Financial Planning Services, and Guardian Life Insurance. He serves as a committee member for Red Bank RiverCenter, a nonprofit organization focused on local community projects. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected referrals. The firm uses Charles Schwab & Co.’s standard asset-allocation models and internal research to offer tailored recommendations and typically utilizes separately managed accounts managed by third parties.

Mariah Clark is a CFP® with 21 years of industry experience, currently with Cerity Partners LLC since 2025. Her prior roles include positions at Graypoint LLC and Bender Lane Advisory. 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 emphasizes tailored asset allocation, manager selection, and periodic rebalancing, employing proprietary quantitative screens alongside third-party managers and individual securities.

Anna Banks is a financial advisor at Janney Montgomery Scott holding a Series 66 credential. She has recently begun her career in the industry, with prior roles at Guidepoint Global, LLC, and experience working at Wake Forest University. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, estates, corporations, and municipal clients. The firm offers a range of financial services, combining in-house portfolio management with third-party solutions and providing custody and trustee services through a subsidiary trust company.

Patrick Manzi is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. His prior experience includes roles at Principal Financial Services, Credit Suisse Securities, and Neuberger Berman BD. Manzi is the sole member of Omega Partners Consulting, LLC, a financial services consulting firm that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm applies multi-asset, multi-manager strategies with internal oversight and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Kenneth Morris is a CFP® certificant with 26 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley Smith Barney. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of financial planning, brokerage, and advisory services.

James Lang is a Financial Consultant at Fidelity Investments, where he partners with clients to build personalized financial plans tailored to their short and long term goals. He has been in his current role since 2024. With over 25 years of experience in the financial services industry, James has held various positions including Relationship Manager at UBS, Financial Consultant at Etrade Morgan Stanley, and Financial Advisor at Merrill Lynch, among others. His extensive career reflects a broad expertise in wealth management and client relationship roles. Outside of his professional work, James has personal interests that include football, movies, parenthood, pets, and reading.

Abigail Morgan is a financial advisor at Citigroup Global Markets with a Series 66 designation and less than one year of industry experience. Her previous roles include positions at Boston College and Hathaway Brown School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains a unique combination of large institutional scale with specialized market roles and arrangements.

Sebastian Franks is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His work history includes roles at University Partners, Greystar Real Estate Partners, and Fairfield Integrated Systems. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Simon Weinstock is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Penn Mutual and Star Lite Brokerage. Outside of his advisory role, he is involved in recruiting, training, and managing financial professionals through his life insurance brokerage, Gedid Financial Alliance, and serves as a court-appointed guardian for two adults. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, and brokerage services alongside investment advice.

Alex Smith is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 licenses. He has 36 years of industry experience, all with TIAA-CREF since 1987. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement relationships. The firm offers both point-in-time planning and ongoing management through model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Francine Olk is a financial advisor with Private Advisor Group, LLC in Brooklyn, NY, holding a Series 63 designation and over 28 years of industry experience. She has worked with Private Advisor Group and LPL Financial since 2013, following prior roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms.

Daniel Brown is a financial advisor with Transamerica Financial Advisors in New York, NY, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior firms include Edward Jones, HSBC Securities (USA) Inc., and World Financial Group, Inc. Outside of advisory work, he is involved with Anaj Enterprises Inc., providing tax preparation and accounting services. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment advisor, supporting clients with a variety of investment solutions and retirement-related services.

Matthew Mcguirk is a financial advisor at Oppenheimer with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2020, he worked at Morgan Stanley Private Bank from 2016 to 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

David Garner is a financial advisor at Oppenheimer with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Centaurus Financial, Inc., Wamu Investments, Inc., and Fidelity. Outside of his advisory work, he serves as president of his community's homeowners association board, participating in decision-making and occasional manual labor. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs and services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.