Caroline Hunter is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has worked previously at Easyplant and Aritzia, as well as in various self-employed roles. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of advisory programs, including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary portfolio management.

Jordan Davis is a CFP® professional based in Glen Cove, NY, currently serving as a financial advisor with Creative Planning. He has approximately four years of cumulative industry experience, including prior roles at Centura Wealth Advisory. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Jose Baez is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including derivatives and futures services.

Richard Flahive is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hightower Advisors since 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes a multi-manager approach utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Angela Romeo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citigroup since 2002. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and pricing capabilities while providing bespoke solutions for large relationships.

Michael Fernandez Ravelo is a financial advisor at Oppenheimer with Series 63 and Series 66 credentials. He has held positions at Bank of America and Wells Fargo and has experience working in educational and municipal settings. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of discretionary and non-discretionary investment programs, including equity, balanced, and fixed-income portfolios. The firm maintains custody of client assets and offers consulting and retirement services tailored to client objectives.

Michael Locher is a CFA® charterholder and holds a Series 63 license with 15 years of industry experience. He has been with Oppenheimer since 2010, based in New York, NY. 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 wide range of programs including asset management, consulting, and retirement services delivered on both discretionary and non-discretionary bases.

Melvin Finkelstein is a Series 63 licensed financial advisor with Janney Montgomery Scott, where he has worked since 2008. He has 44 years of industry experience. Janney Montgomery Scott LLC 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 brokerage, financial planning, consulting, and multiple advisory programs.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following two years at Axa Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs across equity, balanced, and fixed-income portfolios utilizing strategic and tactical asset allocation, with both discretionary and non-discretionary services.

Michael Tynan is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Oppenheimer since 2017 and previously spent two years with TIAA-CREF. 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 range of programs including asset management, consulting, and retirement services, with advisory portfolios managed through both discretionary and non-discretionary approaches.

Caroline Kelley is a CFP® and Series 66-licensed financial advisor at First Manhattan Co. LLC with 11 years of industry experience. She has worked at First Manhattan since 2020 and previously at Merrill from 2016 to 2020. 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 portfolio management tailored to individual client objectives, managing roughly $38 billion across a team of about 65 portfolio professionals.

Jack Varon is a financial advisor with First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with First Manhattan Co. since 2002. 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 employs a long-term, research-driven, value-oriented approach to managing equity and fixed-income portfolios, integrating wealth planning with portfolio management.

William Aiken is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at Price Waterhouse Coopers. His background also includes four years at the University of Kentucky and four years at Oakton High School. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Bhavika Beniwal is a financial advisor at Capital Group Private Client Services, Inc. with three years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Capital Group Companies, Alliance Bernstein, and Anchin, Block & Anchin LLP. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm offers portfolios through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategy funds.

Aileen Birch is a financial advisor at Oppenheimer & Co., Inc. with 26 years of industry experience. She holds a Series 63 designation and has been with Oppenheimer 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 range of programs including asset management, consulting, and retirement services across discretionary and non-discretionary accounts.

Matthew Solano III is a financial advisor with GWN Securities Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining GWN Securities in 2022, he worked at Equitable Advisors and AXA Advisors, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Robert Campbell III is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, providing services within a vertically integrated structure that includes affiliated funds.

Kimberly Trimmer is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Affinity FCU, LPL Financial LLC, Raymond James Financial Services, and Lakeland Financial. Outside of her advisory role, she also works as a bookkeeper in a non-investment-related capacity. 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 significant institutional capabilities, including in-house research, swap dealer activities, and bespoke solutions for very large clients.

Stephanie Roman is a financial advisor at First Manhattan Co. LLC with two years of industry experience. She holds the Series 66 designation and previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. 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 management of equity and fixed-income portfolios, with tailored advice delivered through individually managed portfolios that combine active and passive investments.

Volha Nikan is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. Prior to joining TIAA-CREF, she held positions in various industries including entertainment and tax preparation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized managed accounts.