Asghar Kazim is a CFP® and ChFC® with 30 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Guardian Life and Regent Financial Group. He serves as a board member of the American Pakistan Foundation (APF). Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary portfolio management.

Marielle Schurig is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Lindbrook Capital, UBS Financial Services, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Gerson Ossers is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Shufro Rose & Co., Source Financial Advisors, Procyon Private Wealth Partners, UBS Financial Services, and Northwestern Mutual Investment Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection processes, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Gurgen Bakhshiyan is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been affiliated with Nylife Securities LLC since 2011 and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

David Herrington is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JP Morgan Chase Bank, Merrill Lynch, and J.P. Morgan Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program based on ETF portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Prajwal Prabhu is a CFP® professional with seven years of experience in the financial services industry. He is currently with First Manhattan Co. LLC, where he has worked since 2022. His prior roles include positions at Merrill, Bank of America, and the Office of the Comptroller-Bureau of Asset Management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension 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 tailored to client objectives, with a focus on fundamental research and individually managed portfolios.

Alicia Lasch is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Adirondack Research & Management. Outside of her advisory role, she serves as chair of the board for the Community Foundation for the Greater Capital Region and is a member of the program committee for The Women’s Fund of the Capital Region. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Andrew Freedberg is a financial advisor at First Manhattan Co. LLC in New York, NY, with 19 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2000. 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 plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented equity and fixed-income management, with tailored advice delivered through individually managed portfolios that integrate wealth planning.

Matthew Griffin is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets combines large institutional scale with unique market roles, including in-house research, derivatives services, and customized solutions for very large clients.

Lauren Corsello is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup Inc. since 2019 and previously was employed by JPMorgan Chase & Co. from 2015 to 2019. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Lenin Sanchez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research and roles as a swap dealer and futures commission merchant.

Louis Miranda is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement accounts. The firm offers a range of programs and advisory services, including strategic and tactical asset allocation, manager selection, and consulting, with a notable portion of assets managed on a non-discretionary basis.

Vladimir Villa is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo in various roles as well as at Properties of the Villages. His background includes experience in both banking and investment clearing. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including in-house research and derivatives trading.

Michael Romanov is a financial advisor at TIAA-CREF with 13 years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2021, he worked at Brooklyn College and had caregiving roles, as well as a brief tenure at Boise CodeWorks. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through various managed account programs.

David Spungen is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hillview Capital Advisors, RegentAtlantic, and CIPW Service Company. Outside of his advisory role, he serves on the advisory board of Simply Good Jars, providing general strategic advice. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investment options.

Mark Sanchioni is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 24 years of industry experience. His career includes roles at Infinex Investments, Ridgewood Savings Bank, Atlantic Union Bank, LPL Financial, and other firms. He also serves as Chief Banking Officer at Ridgewood Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer model with significant non-discretionary assets and a lending marketplace.

Marshall Green is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Merrill and Bank of America. He is based in Massapequa, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Thomas Dagger III is a financial advisor at Oppenheimer with 25 years of industry experience. He has held his current position at Oppenheimer & Co. Inc. since 2011. His credentials include Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a broad range of programs and advisory services, including both discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.

Zi Wang is a CFA® charterholder affiliated with Focus Partners Wealth, LLC and has three years of industry experience. He previously worked at The Colony Group, LLC and New Providence Asset Management, LP. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing tax- and fee-sensitive long-term portfolio construction.

A.J. Kletkin is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to customize financial plans aimed at meeting their unique objectives and aspirations for both short and long term goals. He emphasizes earning clients' trust through competence and reliability. Prior to his current position, A.J. Kletkin worked in Energy Derivatives Sales & Trading at BNP Paribas from 2019 to 2023. His professional experience encompasses both financial consulting and energy derivatives markets. Outside of his professional life, A.J. Kletkin has personal interests in comedy, fitness, food, pets, and traveling.