Joseph Di Vico is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Outside of his advisory role, he serves on the Board of Directors for the Bellmore-Merrick After School Program, a child care organization. TIAA‑CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary portfolio management and operates within a vertically integrated structure that includes affiliated funds.

Thomas Sampson is a financial advisor with TIAA-CREF in New York, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Pzena Investment Management and Commonwealth Financial Network. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

William Witt is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2005 and holds the Series 63 designation. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joanna Capobianco is a financial advisor at Oppenheimer with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2012. Outside of her advisory role, she is an active member of the Commercial Real Estate Women (CREW) networking group and participates in its Legacy Committee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Leonard Berman is a financial advisor at First Manhattan Co. LLC with 31 years of industry experience. He holds a Series 63 designation and has been with First Manhattan since 2006. Outside of his advisory role, he serves as an officer and assistant treasurer for The Jewish Center in New York. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning 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 emphasizes long-term, research-driven, value-oriented management and integrates wealth planning alongside portfolio management.

Kristen Perkins is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm distinguishes its services by separating one-time planning from ongoing portfolio management and acts as adviser to a donor-advised fund.

Jason Ng is a financial advisor at Citigroup Global Markets with two years of industry experience and holds a Series 66 designation. His prior roles include positions at Meridian Real Estate Partners and API Accounting and Computer Consultant. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Caleb Pointdujour is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to his current role beginning in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. 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 uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios through its TD Managed Portfolios and related offerings.

Peter Muldowney is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment programs with discretionary and non-discretionary services, emphasizing strategic asset allocation, manager selection, and portfolio monitoring.

Nadia Abdulghani is a financial advisor at First Manhattan Co. LLC with 14 years of industry experience. She holds the Series 66 designation and has been with First Manhattan Co. since 2015. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside investment management.

Aly Eldean Ibrahim is a financial advisor with HSBC Securities (USA) Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at HSBC Bank USA, NestEgg Investments, Oceanfirst Bank, Cetera, and Flushing Bank. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types, combining client-directed and discretionary approaches, and employs a multi-profile investment process supported by global asset management affiliates and third-party providers.

Stephen Powers is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. He serves as a trustee on the Board of Directors for the Gulf N Bay Condo Association in Venice, Florida. 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, and institutions, offering brokerage services, financial planning, and a variety of wrap and advisory programs.

Danny Gomez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. Prior to joining Citigroup in 2021, he worked at Bank of America, Merrill, TD Bank, Axa Advisors, David Lerner Associates, New York Life, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory role, he owns Adu & Beto LLC, a flagging service business, and works as a security guard. 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 implemented through discretionary and non-discretionary programs and maintains significant institutional resources, including in-house research and complex market roles.

Michael Denmark is a financial advisor at First Manhattan Co. LLC in New York, NY, holding Series 66 and Series 63 licenses with nine years of industry experience. He worked at Kynikos Associates for 14 years before joining First Manhattan Co., where he has been since 2019. 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 equity and fixed-income portfolio management tailored to client objectives, managing approximately $38 billion through a team of about 65 portfolio professionals.

Jackson Bloom is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with a scale and market roles that distinguish it from typical advisory firms.

Lisa Brule is a CFP® professional with 28 years of industry experience, currently affiliated with Janney Montgomery Scott where she has worked since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-leader for a local Girl Scout Daisy Troop in Massapequa, NY. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Anthony Crimeni is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he serves as a youth basketball referee at the Marlboro Recreation Center in New Jersey. 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 employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealing and futures commission merchant activities.

Matthew Neugebauer is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and offers solutions for high-net-worth and ultra-high-net-worth clients, supported by in-house research and various specialized market roles.

Jeanette Chung is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services, LLC, Royal Alliance Associates, Inc., and HSBC Securities (USA) Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model that emphasizes supervisor oversight and a diverse range of investment and lending solutions.

Yeong Keng Chien is a CFP® professional with 20 years of industry experience, currently serving at HSBC Securities (USA) Inc. since 2016. Prior to this, he worked at Merrill from 2012 to 2015. He also holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers a range of managed account programs to individuals, retirement accounts, charitable organizations, and corporations, blending client-directed and discretionary investment options. The firm utilizes a structured investment process supported by HSBC Global Asset Management and other affiliated providers, combining strategic and tactical asset allocation with ongoing fund due diligence.