Vidal Peoples is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Peoples is also the owner of Ennoble Wealth, LLC, a business that supports his work as a Guardian Financial Representative. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party models and provides integrated account-level services such as lending solutions and donor-advised funds.

Robert Heegel is a ChFC® and Series 63 designated advisor with 13 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held roles at NYLife Securities LLC and New York Life Insurance Company since 2012. Outside of finance, Heegel is involved in the performing arts as a performer, producer, and director for several theater companies, and he owns and operates The Lucky Crumb, a small baking business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied programs tailored to client goals and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sebastien Ferjule is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Astoria Finance, Crystal Finance, and BNP Paribas. Outside of his advisory role, he is involved with SAS Suprem, an investment-related business based in Lyon, France. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a mix of proprietary model portfolios and third-party strategies across various investment programs.

Shelly Stone is a financial advisor with Cerity Partners LLC, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include 25 years at Ayco/Goldman Sachs and three years at Graypoint LLC. She serves as an independent co-trustee and committee member for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a broad range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Robert Ellis Jr. is a CFA® charterholder and holds a Series 66 license, with eight years of experience in the financial services industry. He is currently with Corient in New York, where he has worked since 2022, following prior roles at Kore Private Wealth, Bank of America, and Merrill. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Jacquelyn Davis is a CFP® and holds a Series 66 designation with 10 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and services, including asset management and financial planning, using both discretionary and non-discretionary approaches tailored to client objectives.

Gabrielle Lindenfeld is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds Series 65 and Series 66 designations and has been with Goldman Sachs & Co. since 2012. Located in New York, NY, her career has been fully focused within the Goldman Sachs firm. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, institutional clients, and plan sponsors. The firm employs strategic and tactical allocation models and offers a range of specialized programs and investment solutions integrated within the broader Goldman Sachs ecosystem.

Steven Trustey is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 20 years of industry experience. His career includes roles at NewEdge Wealth, First Manhattan Co., Neuberger Berman, and multiple positions within HSBC affiliates dating back to 2006. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing client-directed and discretionary portfolio options. The firm employs a structured investment approach that combines asset-allocation strategies developed with HSBC Global Asset Management and ongoing fund due diligence, serving a broad client base through personalized Investment Adviser Representatives.

Archit Singi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has previously worked at PwC and J.P. Morgan. 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 utilizes multi-asset, multi-manager strategies and maintains significant in-house research and market roles.

Michael Campione is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2015 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he volunteers as an umpire for Little League International, a nonprofit youth baseball and softball organization. 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 broad range of programs involving discretionary and non-discretionary portfolio management, consulting, and retirement services.

Emanuel Cabrera is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has been with Citibank since 2017 and previously worked at Walgreens. 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 maintains institutional-scale research and market roles, distinguishing it from many peers.

Jennifer Tse is a CFP® professional with four years of industry experience. She is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at Wealthstream Advisors, Inc. and Evercore Wealth Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Kyle Vaughan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer and NFP. Outside of his advisory role, Vaughan volunteers as a judge for the SIFMA Foundation's InvestWrite program and works as an independent dog walker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Shawn Cowls is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. Outside of his advisory role, Mr. Cowls serves as a vice president on his apartment building’s cooperative board and is a board member for the Fund for Reunion Inc., where he reviews investment portfolios and makes rebalancing recommendations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered adviser and FINRA-member broker-dealer platform, offering both discretionary and non-discretionary account management with a variety of third-party asset manager relationships.

Nicholas Codola is a CFA® charterholder with six years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. in New York. His prior roles include positions at Orion Portfolio Solutions and WealthPLAN Investment Management, among others. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, providing both client-directed and discretionary investment solutions.

Eric Bodner is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Kore Private Wealth, and CIPW Service Company. Outside of his advisory role, he is a non-managing member of several private investment companies organized in California. 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 corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses various risk management tools to align portfolios with client objectives.

Kevin Hurd is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Citigroup in 2022, he worked for six years at Cross Shore Capital Management, LLC. 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 in-house research and market roles that distinguish it from many peers.

Jill Harvey is a CFA® charterholder and Series 63 licensee with nine years of industry experience. She has been with William Blair since 2017 and previously worked at Fieldpoint Private Securities, LLC from 2011 to 2017. Based in New York, NY, she specializes in private wealth management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Michael Gourd is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 10 years before joining Citigroup in 2026. 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 combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Matthew Goldstein is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, with two years of industry experience. He holds the Series 66 designation and previously worked at the Gerson Lehrman Group and the University of Michigan. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios, along with digital advisory solutions.