Keith Dowling is a CFP® professional with 21 years of industry experience, currently advising at Mariner in Florham Park, NJ. He has worked at Mariner Wealth Advisors since 2014 in various capacities and also spent time at Msec, LLC and FirstPoint Financial. Mariner serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized tax and family office services. The firm uses customized, discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon among large advisory enterprises.

Carlotta Porter is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and based in New York, NY. She joined the firm in 2025 after completing her studies at the University of Miami. Prior to that, she worked in various educational roles from 2014 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources, including in-house research and specialized market roles.

Prakriti Chadha is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 18 years of industry experience. Her career includes roles at Fidelity and Fidelity Personal and Workplace Advisors prior to joining TIAA-CREF in 2022. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered retirement plans, as well as trusts, estates, and other small entities. The firm separates planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Matthew Defelice is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory. He has been with Kestra since 2012, holding multiple roles including financial advisor and insurance agent, specializing in life, disability, and long-term care insurance. Outside of his advisory work, he is involved with Preferred Pensions, LLC as a member. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of clients including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets under management.

Sean Sullivan is a financial advisor with Private Advisor Group, LLC and has 13 years of industry experience. He holds the Series 66 designation and has been associated with Private Advisor Group and LPL Financial since 2012, as well as Private Advisor Network since 2019. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services through multiple custodians.

Lynn Tsang is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has been with Citi since 2013. Based in New York, NY, her career has been focused solely within Citi throughout this period. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Jayavardhan Kota is a CFA® charterholder with 13 years of industry experience, currently serving at Kestra Advisory since 2016. He has been involved with Kestra Investment Services, LLC since 2013. His responsibilities include data entry, performance measurement, financial planning, investment selection, due diligence, and monitoring. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Alex Rohmann is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Sanctuary Securities, Inc., Forester Capital, and Santander. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and acting as a fiduciary under written advisory agreements.

Jadon Jones is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2020. Outside of finance, he is the founder of Revolving Solutions LLC, a clothing manufacturing company based in Dallas, Texas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as executive wealth services and private family office support within a large integrated financial group.

Braezen Subick is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Primerica Advisors. Prior to joining Primerica, he spent 10 years at Edward Jones. He holds Series 63 and Series 66 licenses. Primerica Advisors operates under Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

Jillian Torluccio is a financial advisor at Principal Financial Services with 18 years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank NA, JPMorgan Securities LLC, Morgan Stanley, and Cetera Financial Group. Her current roles at Principal include positions at both Principal Financial Services and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Chang Lee is a financial advisor with Eagle Strategies (NY Life) in Saddlebrook, NJ, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Eagle Strategies since 2022 and is the owner of Opes One Financial Strategies LLC, where he brokers non-registered insurance products and sells New York Life products. Additionally, he provides AI tutoring and education focused on literacy and productivity tools for students and professionals. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Aguado is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 25 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 22 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Charles Mcconnell is a financial advisor at Mariner with a Series 65 credential and four years of industry experience. He previously worked at the Institute for Divorce Financial Analysts and was self-employed before joining Mariner. Mariner serves a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs customized, discretionary portfolios supported by an internal team and third-party managers, with additional capabilities such as tax compliance, family office services, and employer financial wellness tools.

Alan Eisenstein is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in multiple insurance-related businesses, including ownership interests in several agencies focused on life, health, disability, and long-term care insurance. SPC serves a diverse client base, including individual investors, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management through a network of over 460 advisers.

Kevin Mullins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Valic Financial Advisors since 2009 and is also associated with Agia. Outside of his advisory role, Mullins is writing a business book titled "Business Lessons From The Godfather" under a pseudonym, targeting executives and entrepreneurs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models with a focus on diversified asset allocation and periodic rebalancing.

Max Stupak is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He has held positions at Goldman Sachs & Co. LLC since 2023 and previously worked at Kesef Accounting Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with access to specialized programs and alternative investments, leveraging integrated resources across the broader Goldman Sachs ecosystem.

Dylan Honig is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Savills and Goodwin Procter. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies tailored to client objectives.

Kristen Mountford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank NA. She serves as a platform board member for BNY Pershing, participating in client feedback sessions to guide platform development. 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 implements multi-asset, multi-manager strategies with robust internal oversight and combines large institutional scale with distinctive market roles and arrangements.

Brian Sturdivant is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and Morgan Stanley. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across a range of account types and programs.