Kenneth Murphy is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2002. 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 programs and advisory services spanning equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Eli Retek is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Guardian Life and its related entities since 1997. Outside of his advisory role, he serves as an officer for the Congregation of Whispering Woods. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investments.

Elio Benvenuto is a financial advisor at Oppenheimer with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, Northwestern Mutual, and in educational roles at Salem State University. 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 programs and advisory services, including strategic and tactical asset allocation with both discretionary and non-discretionary management options.

Julio Alejandro Torres Lopez is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citibank NA since 2022, following roles at Banco Nacional de Mexico SA and Dell Mexico. 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 in-house research and specialized market roles that differentiate it from peers.

Cooper Davis is a financial advisor with Oppenheimer & Co, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He has worked at Oppenheimer since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. 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 range of programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and consulting tailored to client objectives.

Brian Flynn is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2026. Prior to this, he held roles at Journey Strategic Wealth LLC, Magnus Financial Group, Purshe Kaplan Sterling Investments, Inc., and Dynasty Wealth Management, LLC. Flynn is also an independent insurance broker, dedicating less than 10% of his business hours to this activity. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and diversified portfolio construction.

Scott Borg is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He has been with Citigroup Global Markets since 2016 and holds Series 63 and Series 65 credentials. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles including in-house research, security pricing, and futures commission merchant activities.

Kalyani Gaur is a financial advisor with Mercer Global Advisors Inc. based in New York, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Citigroup and multiple divisions of J.P. Morgan Chase Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other strategies, while also offering educational content and specialized advisory programs.

Keith Cannella is a financial advisor with PNC Wealth Management in Millburn, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through various model‑based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and third-party managed model strategies executed with mutual funds and ETFs. This employee-only pilot program features annual rebalancing and incorporates affiliated cash-sweep and revenue-sharing arrangements.

John Stoltzfus is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Outside of his advisory role, Stoltzfus is a part-time adjunct professor at New York University’s School of Professional Studies, where he teaches finance courses in the evenings. He is also involved as a musician with Exile on Broad Street. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary advisory assets and custody of client assets as a qualified custodian.

Mark Rieger is a CFP® professional with three years of experience currently with Brookstone Capital Management LLC. He is also the managing partner of The Pediatric Center, a medical practice, where he has been involved since 1993. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning services through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

George Olney IV is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds a Series 66 designation and has been with CITI Private Bank since 2009. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies across discretionary and non-discretionary platforms.

Daniel Sullivan is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has previously worked at Finra, Bank of America, Merrill, Worldwide Express, and MSI Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, retirement services, and financial planning, with advisory services covering equity, balanced, and fixed-income portfolios using strategic and tactical allocation approaches.

Andrew Hoercher is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. He is based in New York, NY. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Matthew Kanakis is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Bank of America, and Merrill. Outside of finance, he has held roles in the restaurant industry. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Chrisos Papavasiliou is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lantern Entertainment, Lantern Asset Management, and BTIG LLC. Outside of his advisory role, he is involved in media and entertainment through ownership of Pico and Hudson LLC and holds interests in several real estate and restaurant holding companies. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm employs a range of investment strategies and leverages the wider Goldman Sachs platform to provide clients with diverse financial solutions.

Arpita Gupte is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her background includes roles at Georgia Tech, Georgia State University, and Citigroup Global Markets. 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 unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Steven Smith is a financial advisor at Corient with five years of industry experience. His prior roles include positions at Kore Private Wealth and BNY Mellon Wealth Management. He is based in New York, NY. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Christopher Muthuveren is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Global Asset Management, Bolton Global Capital, and Wells Fargo Clearing prior to joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Ronald Volpe is a financial advisor with HSBC Securities (USA) Inc. in Chatham, NJ, holding Series 66 and Series 63 designations and possessing 21 years of industry experience. He has worked at HSBC in various capacities since 2008 and had a brief tenure with Citizens Securities, Inc. in 2022. Outside of his advisory role, he volunteers at St Clare Church, assisting with religious instruction and monitoring children. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach incorporates a range of risk profiles and combines strategic and tactical asset allocation with fund and alternative-fund due diligence conducted by affiliated teams.