Jacqueline Thibault is a financial advisor at First Manhattan Co. LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Chris Faicco and William Joseph Newman prior to joining First Manhattan Co. In addition to her advisory role, Jacqueline works part-time as a group exercise instructor at New York Sports Club. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm follows a long-term, research-driven, value-oriented approach with a focus on fundamental analysis and tailored portfolio management.

Alfred Natale is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA National Association, Cetera, and M&T Securities. 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 operates with both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Jaime Monn is a financial advisor at William Blair with 11 years of industry experience. He has worked at William Blair since 2018 and previously spent three years at Alliance Bernstein. Jaime holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven management across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Kyle Grofsick is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Valic, he worked at Agia and Allied Universal, and also has experience selling non-securities insurance products as an appointed agent for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Tegest Asefa Brown is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 66 and Series 63 credentials and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.

Mohamed Bendary is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. His work history includes roles at Edward Jones, Beacon Pointe Advisors, and Citi Bank. Bendary holds Series 63 and Series 65 licenses. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth individuals. The firm uses a combination of affiliated and third-party sub-managers and provides portfolio management, financial planning support, and custody services through a technology platform.

Roberto Casale is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2014. Prior to joining TIAA-CREF, he was employed at Merrill and Fidelity. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund through its affiliated services.

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Mark Doman is a Series 65-licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at The Doman Group and TRUE Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Svetlana Zuyeva is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at TIAA-CREF since 2019 and previously spent 13 years at Scottrade, Inc. She also has a background as a homemaker for one year. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides tailored portfolio management alongside fiduciary standards and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jacen Marzocco is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds the Series 66 credential and has worked previously at LPL Enterprise and in hospitality roles such as a waiter at Cafe Amici. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and incorporating technology tools and centralized due diligence in its investment approach.

Christopher Simone is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Danielle Posillico is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and AXA Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Harry Sullivan is a financial advisor at Citigroup Global Markets with four years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2022, he worked at O'Donnell & Tessitore and has diverse experience including roles in vacation home management and educational institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm operates with large institutional scale and provides a range of advisory, execution, and custody services, including derivatives and futures trading.

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and having 23 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of advising, he serves as "Of Counsel" to the law firm Garfunkel, Wild & Travis, PC, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management supported by fundamental research and integrates wealth planning alongside portfolio management.

Ryan Trinchet is a financial advisor at Rockefeller Financial LLC with one year of experience in the industry. He holds a Series 66 designation and previously worked in educational roles spanning from 2015 to 2026, including positions at Middlebury College and White Mountain School. 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, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Stuart Berrin is a financial advisor at Prime Capital Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of advising, Berrin is a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he provides business consulting services related to estate planning and business continuation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, and family office offerings, using a variety of investment strategies and platforms.

Robert Loscalzo is a financial advisor at Guardian Life with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with both Guardian Life and Park Avenue Securities throughout his career. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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 through proprietary programs and third-party platforms, with a range of financial planning and consulting services tailored to client needs.

Douglas Moglia is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Rockefeller Financial LLC and ROCKEFELLER Capital Management, having previously worked at Morgan Stanley and BNY Mellon. Moglia’s background includes a brief period at Game of Trades and intervals of unemployment. 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 financial planning services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated platform delivering equity, fixed income, and alternative investment solutions.

Manoel Campelo is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, LLC and Wells Fargo Bank, N.A. prior to joining Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates with a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investment vehicles and affiliated trust and insurance services.