Loredana Denardo is a financial advisor with Eagle Strategies (NY Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Morgan Stanley and New York Life Insurance Co. She is also a Notary Public since 2007. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of advisers. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

David Siegel is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 19 years of industry experience. His prior roles include positions at Guardian Life and Altium Wealth Management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment strategies.

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.

Daniel Goggin is a financial advisor with Oppenheimer in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Oppenheimer since 2014. Outside of his advisory role, he serves on the Board of Directors of The Stanwich Club in Greenwich, CT. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

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.

Thomas Dunn is a ChFC®-designated financial advisor with Kestra Advisory, bringing 44 years of industry experience. He has worked with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and has been associated with Fusion Financial in Elmsford since 2007. Outside of his advisory role, Dunn is an independent insurance broker involved in the sale of fixed annuities, life insurance, and health insurance plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and employee education. The firm serves a broad client base, including very large institutional investors such as sovereign wealth funds, and supports a variety of managed solutions within its supervisory framework.

Jeffrey Querido is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2017, following a prior role at PNC Investments LLC and PNC Bank from 2014 to 2017. Outside of his advisory role, he is an owner and manager of a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management through customized and model-based investment strategies.

Charlotte Philips is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her career includes positions at JPMorgan Securities, JPMorgan Chase Bank, LPL Financial, M&T Securities, M&T Bank, Merrill, and Bank of America. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Tegest Asefa Brown is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 66 and Series 63 credentials and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Morgan Stanley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.

Mark Doman is a Series 65-licensed financial advisor at Creative Planning with seven years of industry experience. He previously worked at The Doman Group and TRUE Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Jacen Marzocco is an investment advisor representative at NewEdge Advisors with one year of industry experience. He holds the Series 66 credential and has worked previously at LPL Enterprise and in hospitality roles such as a waiter at Cafe Amici. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and incorporating technology tools and centralized due diligence in its investment approach.

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.

Danielle Posillico is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and AXA Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Conor Ryan is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at Highmount Capital, LLC for 20 years and held a role at Hightower Altium Holding, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

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.

Ryan Trinchet is a financial advisor at Rockefeller Financial LLC with one year of experience in the industry. He holds a Series 66 designation and previously worked in educational roles spanning from 2015 to 2026, including positions at Middlebury College and White Mountain School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, insurance products, and investment banking.

Thomas Lee is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, NYLIFE Securities, and New York Life Insurance Company. He is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Stuart Berrin is a financial advisor at Prime Capital Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of advising, Berrin is a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he provides business consulting services related to estate planning and business continuation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, and family office offerings, using a variety of investment strategies and platforms.

Douglas Moglia is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Rockefeller Financial LLC and ROCKEFELLER Capital Management, having previously worked at Morgan Stanley and BNY Mellon. Moglia’s background includes a brief period at Game of Trades and intervals of unemployment. 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 a range of portfolio management and financial planning services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated platform delivering equity, fixed income, and alternative investment solutions.