Mejico Borjas is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, he is involved in home care services through Caring Professionals. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated structure.

Brendan Walsh is a financial advisor at Cerity Partners LLC in New York, NY, with 25 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at Graypoint LLC and Atlas Private Wealth Management, LLC. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services from portfolio management to financial planning and tax preparation.

Jay Vodofsky is a financial advisor with First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with First Manhattan Co. since 1995. 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 of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Christian Pierce is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and E*TRADE. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses Modern Portfolio Theory with proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations.

Ryan Bohn is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 63 designation and has 17 years of industry experience. He has worked at Park Avenue Securities since 2016 and Guardian Life Insurance since 2015. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, utilizing a range of investment strategies and proprietary programs.

Jacqueline Thibault is a financial advisor at First Manhattan Co. LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Chris Faicco and William Joseph Newman prior to joining First Manhattan Co. In addition to her advisory role, Jacqueline works part-time as a group exercise instructor at New York Sports Club. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm follows a long-term, research-driven, value-oriented approach with a focus on fundamental analysis and tailored portfolio management.

Alfred Natale is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA National Association, Cetera, and M&T Securities. 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 operates with both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Jerry Wolf is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fahnestock & Co. Inc. for over two decades. Outside of his advisory role, he coaches a high school rugby program at Fordham Prep School two days a week. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Anna Cappucci is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She has been with Cerity Partners since 2024 following her academic studies. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and customized portfolios.

Mariano Pinto is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved with the Disney Store in Brooklyn, NY, working in cash room and sales audit functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Christopher Lazos is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee of a living trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Jack Somer is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and over 34 years of industry experience. His prior work includes a long tenure at Guardian Life from 1993 to 2019. Outside of advisory services, he is involved in insurance sales focusing on long-term care, group and individual health benefits, fixed annuities, and life insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a variety of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Uri Kaufthal is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 license with 15 years of industry experience. He has been with Oppenheimer since 2010. Outside of his advisory role, he serves as a trustee and officer for several family trusts and a family foundation involved in charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Fred Seid is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Prior to joining Oppenheimer, he worked at Merrill for nine years. He resides in New York, NY. Outside of his advisory role, he is the trustee of a personal revocable trust and co-owns a dormant LLC with his wife that holds a personal apartment in Aruba. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Meng Dan Xiao is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes positions at HSBC Bank USA, N.A., New York Life, and J.P. Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation supported by various affiliated advisory and fund selection services, with a focus on both discretionary and client-directed portfolios.

Christopher Simone is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2013. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Harry Sullivan is a financial advisor at Citigroup Global Markets with four years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2022, he worked at O'Donnell & Tessitore and has diverse experience including roles in vacation home management and educational institutions. 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. The firm operates with large institutional scale and provides a range of advisory, execution, and custody services, including derivatives and futures trading.

Julian D. Ambrosi is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Citigroup Global Markets and CITI International Financial Services LLC. Ambrosi serves as a board member of Creative Art Works, an organization focused on empowering youth through arts programming and academic enrichment in urban communities. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm’s advisory model separates one-time planning services from ongoing discretionary management, employing model portfolios and customized strategies while maintaining a fiduciary standard.

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and having 23 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of advising, he serves as "Of Counsel" to the law firm Garfunkel, Wild & Travis, PC, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily to 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 supported by fundamental research and integrates wealth planning alongside portfolio management.

Theodore Papadopoulos is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for nine years before joining Janney in 2021. 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, and charitable organizations, offering brokerage, financial planning, and advisory services through multiple wrap programs and managed account solutions.