Franklin Lainez is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining TD Private Client Wealth, he worked at TD Bank NA and CVS Health. 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 clients, offering portfolio management, financial planning support, and custody and reporting services. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and other investment platforms.

Liwen Li is a CFA® charterholder and registered representative with Citigroup Global Markets, where she has worked since 2017. She has four years of industry experience, including two years at Washington University in St. Louis prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivative services, and bespoke discretionary solutions for high-net-worth clients.

Wyatt Reksten is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with three years of industry experience. Prior to joining Wealthspire Advisors, he worked in educational roles at Binghamton University and in secondary education for six years. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach, employing mutual funds, ETFs, private investments, and separate account managers, with ongoing client monitoring and recent expansions into bookkeeping and bill-pay services.

Alisha Sheikh is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm uses multi-asset, multi-manager strategies and operates with a large institutional scale, including in-house research and security pricing, as well as roles as a swap dealer and futures commission merchant.

Nicholas Ramsoondar is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley and Aegis Capital Corp. 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 TDIS clients, offering portfolio management, financial planning support, and access to a range of investment products through affiliated and third-party managers.

Sheldon Walker is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 credentials. He has experience at several major financial institutions including TD Bank N.A., Bank of America N.A., Merrill, Santander Securities, and Wells Fargo Clearing, spanning from 2014 to present. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs a mix of strategic and tactical asset allocation across portfolios, utilizing both affiliated and third-party sub-managers, with technology and custody support from Envestnet and Pershing.

Kerry Cochran is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. Based in New York, NY, Cochran holds Series 63 and Series 66 licenses and has focused his career at a leading global financial firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and unique market roles, including swap dealing and futures commission merchant activities.

Jaslinne Lopez is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Samantha Clyne Roland is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Prudential Investment Management Services, and Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Molly Townsend is a CFP® with 15 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC in New York, NY. Her prior experience includes roles at UBS Financial Services Inc., Bank of America, N.A., and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services, with partnerships involving custodians such as Pershing, Raymond James, and SMArtX.

Hansfred Jean is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with TD Private Client Wealth LLC since 2020 and previously worked at TD Bank N.A. from 2014 to 2021. Outside of his advisory role, he works as a Direct Care Counselor with the Independent Living Association, assisting a blind individual with daily living skills. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management, financial planning, and custodial services.

James Kabakow is a Series 66 designated financial advisor at Equity Services, Inc. with one year of industry experience. He previously worked at National Life Group and has been involved with Bin 113 LLC, a marketing services firm, where he serves as managing partner. Outside of advisory roles, he is active as an insurance agent. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that blend long-term strategies with options for shorter-term trading, and utilizes both discretionary and non-discretionary management approaches.

Brian Hayes is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Oppenheimer since 2010. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs, including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios managed through both discretionary and non-discretionary accounts.

Anthony Mandile is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at multiple Steward Partners entities since 2016 and previously at Raymond James Financial Services from 2016 to 2022. In addition to advisory services, he is also an agent involved in installing insurance products. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Brian Malloy is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley, including Morgan Stanley Private Bank, N.A. He is based in New York, NY. 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, and placement and investment banking services.

Derek Olsen is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs - Ayco for 22 years and Graypoint LLC for 4 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Susan Reese is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Graypoint LLC, Bender Lane Advisory, LLC, and Robertson Stephens Advisors. Outside of her advisory role, she serves as trustee for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, foundations, endowments, and other institutional clients. The firm offers customized portfolios with diversified asset allocation and a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Dominic Milito is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with 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 TDIS (US) clients, combining strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers.

Jill Reiter is a CFA® charterholder with 14 years of industry experience. She has worked at First Manhattan Co. LLC since 2020, following prior roles at Invesco and Oppenheimerfunds Distributor, Inc. before a brief period away from the industry. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with various institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with tailored advice delivered through individually managed portfolios.

Emilton Lopez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Advisors, Sterling National Bank, and LPL Financial. Outside of his advisory role, he is a business owner of a laundromat. 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, alongside broker-dealer execution and custody services.