Emerson Gomez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Bank from 2013 to 2020. 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 and derivatives services, supporting both workplace and high-net-worth clients.

Robert Labriola Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Rockefeller Financial, he worked at Morgan Stanley and Morgan Stanley Private Bank. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer with additional services including placement and investment banking.

Brian Sodol is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and specialized market roles.

Erik Andersen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, Merrill, and Bankers Life. Andersen also serves as an agent offering non-variable insurance products such as term, whole, and universal life insurance, disability health, and fixed annuities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.

Michael Delli Paoli is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial and Rockefeller Capital Management since 2023. Prior to that, he spent 10 years at Morgan Stanley and four years at Merrill. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Steven Fishman is a financial advisor with Guardian Life in Woodcliff Lake, NJ, holding a Series 63 designation and 42 years of industry experience. His career includes long-term roles at Kestra Financial Services and Kestra Investment Services, along with multiple periods at Park Avenue Securities and Guardian Life. Fishman is involved with the Jewish Community Foundation of Metrowest, NJ, assisting in the management of life insurance policies donated to the foundation. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Derek Malone is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2016 and Banco Popular, NA since 2004. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a notable non-discretionary asset portfolio.

Eric Tarlo is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience at Park Avenue Securities, Certified Financial Services, Thatcher McGhee's, Wise Music Group, and Valley Stables. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of financial planning and advisory services with both discretionary and model-based investment strategies.

Paul Meyer is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Citigroup. He serves as a board member of CarePlus NJ, a foundation focused on assisting individuals with mental health, substance abuse, and psychiatric care, where he helps allocate funds and supports fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Charles Sacco is a CFP®-certified financial advisor with ten years of industry experience, currently affiliated with Mariner in New York, NY. His prior roles include positions at Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and JPMorgan Chase Bank. He is also the owner of Saccos Securities LLC, an entity focused on general business administration outside of investment activities. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both internal research and third-party managers.

Rustam Nazirbaev is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and four years of industry experience. He has been with Citigroup since 2021 and previously worked at Cushman & Wakefield for six years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm manages a range of discretionary and non-discretionary strategies, including alternatives and digital assets, supported by internal oversight and in-house research.

Mallory Findley is a financial advisor at Rockefeller Financial LLC in New York, NY, with five years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at Rockefeller Capital Management, Morgan Stanley, UBS Financial Services, and several other financial firms. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Joshua Marans is a CFA® charterholder with 18 years of industry experience. He has been with First Manhattan Co. LLC since 2012. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as for trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive investments and often integrating wealth planning alongside portfolio management.

Yomarie Letriz Ruiz is a financial advisor with TD Private Client Wealth LLC, holding a Series 65 credential and five years of industry experience. She has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning support, and access to a range of investment products through a combination of strategic and tactical asset allocation.

Deborah Waldman is a financial advisor at First Manhattan Co. LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Manhattan Co. since 2011. Outside of her advisory role, she is involved in a ski rental business in Vermont. First Manhattan Co. provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, and institutional clients. The firm uses a long-term, research-driven, value-oriented investment approach and typically integrates wealth planning with portfolio management.

Crystal Smolinski is a financial advisor at First Manhattan Co. LLC with a Series 65 designation and over 30 years of industry experience, including a 30-year tenure at Grand-Jean Capital Management prior to joining First Manhattan in 2025. Based in New York, NY, her career spans multiple decades in investment management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for 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 management of equity and fixed-income portfolios, integrating wealth planning alongside portfolio management.

Sharon Paul Jordan is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Wells Fargo Clearing. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm employs a Private Advisor model and offers a consolidated investment platform delivering discretionary, non-discretionary, and model-based portfolio solutions across multiple asset classes, alongside broker-dealer services and alternative investment placements.

Marc Bean is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, such as acting as a security-based swap dealer and futures commission merchant.

Justin Perrotta is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked at JP Morgan Chase for two years and has held positions at Tufts University, Northwell Health, United Parcel Service, and Fordham Preparatory School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Stephen Lierman is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, MML Investors Services, and Mass Mutual Life Insurance Company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, leveraging technology platforms and a range of investment methods while utilizing third-party managers and TAMPs.