Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer for the Rotary Club of Oyster Bay. Stephanie works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Jeffrey Isaac is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary portfolio models developed in collaboration with Morningstar Investment Management. The firm manages a large client base with a focus on non-discretionary assets and does not target high-net-worth or corporate clients.

Neil Greenspan is a financial advisor at Oppenheimer with 22 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at Lehman Brothers Inc. from 2005 to 2008. Greenspan serves as a trustee on the Barak Luria Rabinowitz Irrevocable Trust, overseeing investment reviews and future distributions. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a broad range of advisory services including strategic and tactical asset allocation, manager selection, and consulting on both discretionary and non-discretionary bases.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. Janney Montgomery Scott 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, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jason Hoffman is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including a decade at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also a notary. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Arthur Stainman is a financial advisor at First Manhattan Co. LLC with over 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with First Manhattan Co. since 1984. Outside of his advisory role, he serves as a trustee and chair of the Investment Committee at Rider University. First Manhattan Co. LLC provides investment management and financial planning services primarily to high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Simon Porter is a financial advisor at First Manhattan Co. LLC in New York, NY, with 23 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2002. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings and third-party passive funds with integrated wealth planning.

Tyler Carfora is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2019. Prior to joining the firm, his background includes roles outside the financial industry. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and acts as adviser to the TIAA Donor Advised Fund, offering both model and customized portfolio management under a fiduciary standard.

Steven Wagner is a financial advisor with HSBC Securities (USA) Inc. holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked at various HSBC entities and Investors Bank since 2015. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary options. The firm employs a structured investment process incorporating strategic and tactical asset allocation and offers specialized programs including an Offshore Spectrum option for qualified non-resident clients.

Alexander Tantleff is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank since 2020. His prior experience includes roles at AXA Advisors and J.P. Morgan from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting a broad spectrum of client needs from workplace accounts to ultra-high-net-worth portfolios.

Donald Lamonaca is a Series 66-credentialed advisor with five years of experience currently at Citigroup Global Markets. His prior roles include positions at Anchor Consulting, CA Ventures, and LPL Financial, as well as academic engagements at the University of Maryland. Citigroup Global Markets serves individual and institutional clients across workplace, 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 and maintains extensive in-house research, operating also as a security-based swap dealer and futures commission merchant.

Aroldo Balbino is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has previously worked at UBS and UCAP Asset Management. Outside of finance, he has provided taxi services as an Uber driver. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and maintains distinct market roles, including swap dealer and futures commission merchant functions.

Nicholas Liccardi is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at CNR Securities, LLC and AlphaSense. Liccardi is also the sole proprietor of a rental property inherited beach house. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing a multi-strategy investment process that integrates quantitative and fundamental analysis to tailor portfolios across various asset classes.

Sean Paton is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 credential and has previously worked at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Tocqueville Asset Management. Outside of his advisory role, he coaches a travel lacrosse program on Long Island. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and tax-harvesting features.

Lori Mc Namara is a financial advisor at Citigroup Global Markets with 36 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JP Morgan Securities, Wells Fargo Clearing, and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with unique market roles such as swap dealing and futures commission merchant activities, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Matthew Makowski is a CFP® and CFA® with seven years of industry experience, currently serving as a financial advisor at TIAA-CREF in New York, NY. He has been with TIAA and its related entities since 2013. 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 connected to TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management through multiple managed account options.

Yahaira Tejeda Garcia is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2024 and has experience working at New York University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and integrates institutional-scale resources with unique market roles and arrangements.

Caroline Truchan is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. She holds the Series 66 designation and has prior work experience with Fidelity Investments, Assembly, and Amazon. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to manage client portfolios through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Janet Hayes is a financial advisor at Oppenheimer with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Hayes serves as a trustee of the Louis J. & Doris Lombardi Foundation. 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 range of investment programs and advisory services covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Andrew Cohen is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2004 to 2007. He holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm emphasizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including security-pricing activities and derivatives services.