Frank Wong is a CFP® professional with 43 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at National Planning Corporation and Mass Mutual Investors Services. Outside of his advisory role, he volunteers as a part-time teacher at Hunter College and provides tax preparation and insurance services through his independent activities. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm and third-party models.

Aubrey Foerster is a CFA® charterholder with nine years of experience in the financial industry. He has worked at City National Rochdale since 2017 and was previously employed at City National Bank. Foerster is based in New York, NY, and holds a Series 63 license. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach combining quantitative screening, statistical modeling, and fundamental analysis to create tailored portfolios across equity, fixed income, real assets, and alternative investments.

Christopher Redmond is a financial advisor with Guardian Life and holds a Series 66 designation. He has been in the industry for one year and has prior experience as a firefighter with the Fire Department City of New York. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Andre Reichenstein is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022, following a 12-year tenure at Credit Suisse Securities (USA) LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees to select and monitor managers.

Nicholas Petrucelli is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has previously worked with Northeast Financial Network and Eastshore Group. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Benjamin Groveman is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 credential and 11 years of industry experience. He has been with First Manhattan Co. since 2015. Outside of his advisory role, he serves as Treasurer for his condominium homeowners association and is president of two investment-related entities, FC Wythe Partners LLC and Revolve Partners I, LP, both involving administrative responsibilities without compensation. 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 portfolio management and typically integrates wealth planning alongside portfolio management.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Torres is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citibank. Outside of finance, he has experience in tutoring and worked briefly at McDonald's. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a range of advisory options, including a digital advisory program and a Managed Account program, and operates as both a broker-dealer and insurance agency.

Dylan Curran is a financial advisor at Hightower Advisors with nine years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors Corporation and Altium Wealth Management. His career includes roles at Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Erik Riley is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 designation and has been in the industry since 2023, with prior experience at firms including Stop & Shop and SelectCARE. Outside of finance, his background includes roles at MetLife Stadium and AWP Safety. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk profiles.

Harry Alsfine is a Series 66 licensed financial advisor at Rockefeller Financial LLC with two years of industry experience. He previously worked at Neuberger Berman and E2open, and he has a background that includes four years at The University of Texas at Austin and six years at The Leffel School. 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, operating under a Private Advisor model and utilizing a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Przemyslaw Filipek is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Rockefeller Financial in 2023. His background also includes roles outside finance, such as positions at the Mountainside Racquet Club and Fairfield County Hunt Club. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines portfolio management, financial planning, and consulting with broker-dealer services, offering clients a range of investment solutions through its Private Advisor model and integrated investment platform.

Jacqueline Steczkowski is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Napatree Capital LLC, Fidelity, and People's United Advisors, Inc. Mercer Global Advisors serves individuals, families, small business owners, and non-profits by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and various specialized programs.

Fernando Garcia is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations and has held prior roles at Santander Bank, Wells Fargo, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model with proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing.

Ivan Watanabe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He serves as a board member of the Holy Cross Alumni Association and Brooks School, participating in alumni engagement and educational initiatives. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary programs, with client relationships tailored by investment adviser representatives to meet a range of financial planning and consulting needs.

Abel Santana is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Mutual of Omaha. Outside of his advisory work, he coaches youth softball in Passaic, NJ. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Michael Gasner is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 22 years of industry experience. He has been with First Manhattan since 2007. 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.

Joshua Silber is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Citigroup 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and specialized solutions for high-net-worth clients.

Lilwyn Dyer is a financial advisor with Eagle Strategies (NY Life) and holds the ChFC® designation and Series 63 license. She has 23 years of industry experience, including roles at Nylife Securities and New York Life Insurance since 2001. Her other business activities include serving as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services emphasizing tailored recommendations and operates primarily on a non-discretionary asset management basis.

Patricia Linekin is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 designations. Her career includes roles at Key Investment Services and KeyBank over the past 18 years. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios, with a focus on non-discretionary model selection and integration with KeyCorp affiliates.