Steven Schacter is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and over 31 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities in various capacities since 1985. Outside of his advisory role, Schacter is involved with Adjust Inc., a business selling life, disability, and annuity products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Tyler Tanen is a financial advisor at Truist Advisory Services with a Series 65 designation and three years of industry experience. He has worked at Truist Advisory Services and Truist Securities since 2021 and spent three years employed by the University of Rochester prior to that. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated approach with affiliated broker-dealer and banking services.

Lauren Waldo is a CERTIFIED FINANCIAL PLANNER™ at Corient with five years of industry experience. She previously worked at Inverness Counsel, LLC for eight years before joining Corient in 2023. Waldo also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charities, and corporations. The firm uses a goals-based, team investment approach that combines internal strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

Dustan Zavatsky is a CFP® professional at Cerity Partners LLC with three years of industry experience. He previously worked at IndexIQ Advisors LLC for five years. He serves on the board of directors and investment committee for The Peninsula College Fund, an endowment supporting first-generation college students. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, charitable organizations, foundations, endowments, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Sunny Lee is a financial advisor at TD Private Client Wealth LLC based in New York, NY. He holds the Series 66 designation and has experience working at TD Bank NA since 2022 as well as prior roles at Ridgewood Savings Bank and Frekhtman & Associates. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm’s investment approach includes strategic and tactical asset allocation through proprietary portfolios and a combination of affiliated and third-party managers.

Andrew Kim is a financial advisor at Corient with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Prudent Investor Advisors, Dowling & Yahnke, and Stevens First Principles. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools.

Jonathan Tulman is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at Citibank, N.A. and Citi since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using both discretionary and non-discretionary approaches, combining large institutional scale with specialized market roles.

Keith Mellen is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at Eagle Strategies since 2021 and previously spent 13 years at Park Avenue Securities. His current roles also include positions with Nylife Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers various program types, focusing on tailored recommendations and managing a majority of assets on a non-discretionary basis.

Ayobande Omomo is a CFP® professional with nine years of industry experience, currently serving at Citigroup Global Markets since 2021. Prior to this, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2016 to 2021. Outside of his advisory role, he is the owner of several residential rental properties with limited active management duties. 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 employs multi-asset, multi-manager strategies with extensive internal oversight and maintains unique market roles including in-house research and derivative services.

Patrick Wild is a CFA® charterholder with five years of industry experience. He is currently with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., having joined in 2026. Prior to that, he worked at Franklin Advisers, Inc., Franklin Distributors, LLC, and Putnam Investment Management. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a model-based investment process combining strategic and tactical asset allocation and provides both client-directed and discretionary portfolio management options.

Kimberly Fitzmaurice is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Outside of her advisory role, she serves as unpaid board president of Roblinn Corp, a cooperative apartment building where she manages resident communications and interviews potential buyers. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, with a notable portion of its assets managed on a non-discretionary basis while maintaining custody of client assets.

Devin Higgins is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at The Ayco Company LP since 2019. Prior to that, he was employed at the University at Albany and Vito A. Sindoni & Son Packing Company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers, and integrates offerings across its affiliated financial entities.

Anthony Amendola is a financial advisor with Eagle Strategies (New York Life) based in New York, NY. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank from 2010 to 2020. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations to meet client objectives, managing the majority of its regulatory assets on a non-discretionary basis.

Samuel Warren is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Franklin Templeton, Neuberger Berman, and Chatham Asset Management. He studied at Tulane University from 2014 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivative services.

Jessica Kopf is a financial advisor at TIAA-CREF in New York, NY, with 13 years of industry experience. She holds a Series 66 designation and has previously worked at AllianceBernstein L.P., Sanford C. Bernstein & Co., LLC, and BB&T Securities, LLC. Kopf has been with TIAA-CREF since 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and serves as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Rayman Bovell is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with HSBC Securities since 2008, following a one-year tenure at Merrill. Outside of his advisory role, he is the owner of Down By The Sea Shore LLC, a business that holds the deed and mortgage for a residential property. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options. The firm uses multiple model risk profiles and a combination of strategic and tactical asset allocation supported by HSBC Global Asset Management and other affiliated providers.

Edward Babula is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Eagle Strategies since 2007 and has also been affiliated with Nylife Securities LLC and New York Life Insurance Company for over two decades. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and primarily manages assets on a non-discretionary basis.

Robert Palumbo is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Fidelity Investments, Citigroup, First Republic Bank, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokering for non-registered products with appointments at outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Benik Gyulambaryan is a CFP® and Series 65 registered advisor with eight years of industry experience. He has worked primarily at Mercer Global Advisors Inc., with prior experience at Novos Associates Planning Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and planning services.

William Greenlay is a financial advisor at Citigroup Global Markets with one year of industry experience. He has worked at Citigroup since 2017 and was previously employed by Deutsche Bank from 2015 to 2017. He holds a Series 66 designation. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.