Stephen Bornet is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Outside of his advisory role, he is the lead guitarist and background vocalist for Minor Issues, a rock cover band. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, mutual funds, ETFs, financial planning support, and reporting through third-party custodians.

Teresa Incao is a financial advisor at Oppenheimer with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Prior to that, she worked at Hennion & Walsh Asset Management, Inc. and RBC Capital Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a variety of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Joseph Salerno is a Series 66-licensed financial advisor with Oppenheimer in New York, NY. He has one year of industry experience and previously worked at FOX Sports and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs with a range of advisory and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Gabriella Tango is a financial advisor at Hightower Advisors in New York, NY, holding a Series 66 designation with eight years of industry experience. She previously worked at Merrill for six years before joining Hightower in 2020. Outside of her advisory role, Gabriella works as a server at Rods Steakhouse. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers access to a wide array of investment vehicles and customized portfolio construction.

Michael Mannix is a CFP® with seven years of industry experience, currently advising at Cerity Partners LLC. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

John Di Bartolomeo is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His prior work includes positions at Podell Financial Group, LLC and a background in education at the University of Delaware and West Essex High School. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with in-house research, swap dealing, and futures commission merchant activities.

Rohit Ahuja is a financial advisor with Goldman Sachs Wealth Services in Jersey City, NJ, holding a Series 66 designation and having seven years of industry experience. Prior to his current role since 2021, he worked at The Ayco Company, L.P./Mercer Allied and Boston Private Bank and Trust Company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models and proprietary analytics while integrating resources across the broader Goldman Sachs ecosystem.

Arielle Koganski is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors in New York. She has been with Hightower since 2018 and previously worked at Hyperion Wealth and Strategies For Wealth. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment products.

Rebecca Grinberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. She joined the firm in 2024 and has prior experience at TD Bank, Buck Consulting, and the University at Buffalo’s Jacobs School of Management. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Cory Weinreb is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Morgan Stanley for four years and has experience in design through his role as a shirt designer at an online shop. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with execution and custody services. The firm integrates institutional-scale resources and specialized market roles, including in-house research and futures commission merchant activities, to provide a broad array of advisory solutions.

Sophia Sekinda Panko is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. She has 12 years of industry experience, working with Eagle Strategies since 2021 and with New York Life Insurance Company and Nylife Securities LLC since 2013. Outside of her advisory role, she owns So.phee Stitches, a craft business that sells handmade crochet items at community markets. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Araneo is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Morgan Stanley. Outside of his advisory work, Araneo serves as Treasurer and board member of Eva’s Village, a nonprofit focused on feeding the hungry and assisting the homeless, where he leads fundraising committees. He also sits on the Board of Trustees of Tiro A Segno, a private Italian American heritage and dining club. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives offering portfolio management and retirement plan consulting, utilizing a range of analytical approaches and fiduciary services.

Mouna Kammoun is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds the Series 66 designation and has 11 years of industry experience, all with HSBC Securities and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types including client-directed and fully discretionary options. The firm uses a structured investment process with five model risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Kayleigh Papa is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Mendoza College of Business and the University of Notre Dame. 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 employs multi-asset, multi-manager strategies and maintains notable institutional scale and market roles, including in-house research and arrangements involving derivatives and futures.

Matthew Oliveira is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes positions at myCIO Wealth Partners, LLC and IHS Markit. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporations, and nonprofits. The firm uses an institutional-style asset allocation framework with a range of investment vehicles and offers services such as wealth management, financial planning, and retirement-plan consulting.

Madelyn Bowles is a CFP® professional with eight years of experience at Wealthspire Advisors and one year at Merrill Lynch. She began her career after graduating from Lafayette College, where she also spent four years. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and retirement-plan services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

Fradjihaidavid Zeitoun is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Citigroup in 2022, he spent ten years at Santander Securities and sixteen years at Santander Bank. 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 maintains large institutional scale with unique market roles, including in-house research and security-pricing activities.

Katie Strickberger is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Oaktree Capital Management, Lord Abbett & Co LLC, and Credit Suisse Securities. Citigroup Global Markets Inc. 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, derivatives services, and bespoke solutions for very large relationships.

Kim Saba is a financial advisor at Cerity Partners LLC with five years of industry experience. She previously worked at Graypoint LLC and Hugh Johnson Advisors. Outside of her advisory role, she serves as a foundation board member for the Warren-Washington-Albany ARC, an organization supporting people with intellectual and developmental disabilities. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.

Adrian Huerta is a CFP®-certified financial advisor at Mariner Wealth Advisors with nine years of industry experience. He previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America, Merrill, and held a position at William Paterson University. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness services.