Kristen Han is a CFP® professional with 12 years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has held roles at Millennial Estates Financial Group, LLC, Eagle Strategies, Nylife Securities, LLC, and New York Life Insurance Co. Han also operates under Millennial Estates Financial Group, LLC to sell New York Life products and broker non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wingyee Kong is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Robert Sheehan is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior roles include positions at Stablepoint Partners and City Wide Facility Solutions of Boston. Outside of his advisory career, he has been involved with Del Fuego since 2019. Mariner serves a broad mix of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and employer financial-wellness tools, combining in-house research with third-party manager allocations across a range of asset classes.

John Gillen is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has prior work experience with Athletic Edge LLC and Rutgers University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, with capabilities that include derivatives and futures services.

Annabelle Bunn is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has previously worked at multiple Credit Suisse entities from 2012 to 2023. 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 combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Peter Contini is a financial advisor at TIAA-CREF with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 1990 and 2001, respectively. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time planning and ongoing discretionary management, with a fiduciary standard applied to its registered investment advisory services.

Tricia Filter is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC, City National Rochdale, Northern Trust Corporation, and PNC Capital Advisors. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations, providing portfolio management and sub-advisory services. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, leveraging proprietary tools and third-party sub-advisors to tailor portfolios.

Anju Sharma is a financial advisor with Guardian Life who holds Series 63 and Series 65 designations and has 19 years of industry experience. She has held various roles at Guardian Life and Park Avenue Securities since 2012, and previously worked at PRUCO Securities. Outside her advisory work, she serves as co-trustee on a family trust. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning and access to a range of proprietary and third-party investment solutions.

Gregory Romano is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services, Bank of America, and Merrill. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, supported by proprietary and third-party platforms, and provides a range of financial planning and consulting services tailored to client needs.

Todd Rashkin is a financial advisor with GWN Securities Inc. in Yonkers, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at firms including Equitable Advisors, Axa Advisors, and Cetera Advisors. Outside of his advisory role, he serves as Vice President of Contemporary Employee Plans, Inc., a company specializing in group medical and employee benefits plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios across various investment strategies.

Michael Amato is a CFP® with 35 years of industry experience, currently serving at Rockefeller Financial LLC. He has worked at Rockefeller Capital Management and Stifel, among other firms. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and retirement plans, offering portfolio management, financial planning, and brokerage services. The firm organizes client relationships through a Private Advisor model and delivers investment solutions via its global platform, combining discretionary management with access to alternative investments and brokerage capabilities.

Aimee Adler is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Shufro, Rose & Co., Cerity Partners LLC, and Payne Capital Management. She serves as a volunteer board member for Camp Dream Street. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Christine Mcanally is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2013. Outside of her advisory role, she is a landlord of rental property in Hoboken, NJ. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Allyne Pascoal is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 20 years of industry experience. She has been with Citibank N.A. since 2009. Outside of her advisory role, she owns a rental property in Miami, Florida. 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 and maintains in-house research and security-pricing functions, operating with institutional scale and specialized market roles.

Noah Eskenazi is a financial advisor at Guardian Life and holds a Series 66 designation. He has three years of industry experience, including prior roles at Equitable Advisors and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individual, corporate, and charitable clients. The firm offers advisor-led discretionary management alongside model-based strategies, digital advisory solutions, and access to insurance and alternative investment products.

Paul Barkus is a CFA® charterholder with 12 years of industry experience. He is currently with Corient in New York, NY, where he has worked since 2026. His prior experience includes roles at FFT Wealth Management, Atlantic Peak Capital, and Bessemer Trust Co. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools. The firm also offers specialized private fund capabilities and affiliated trust and broker-dealer services.

Hannah Walczyk is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Rim Securities LLC and CNR since 2017, and previously spent four years with Westco Advisory Services, Inc. and Westco Investment Corp. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to create tailored portfolios.

Hoyt Spearman III is a financial advisor at William Blair with four years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC, PlainsCapital Bank, Concho Resources, Rheem Manufacturing, and Southern Methodist University. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm utilizes active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private fund opportunities.

Kevin Finley is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Rockefeller Capital Management, First Republic Investment Management, Bank of America, and Merrill. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer that provides a range of investment and placement services through a Private Advisor model and consolidated investment platform.

Clifton Fink is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across multiple asset classes.