Maria Ferreras is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She previously worked at JPMorgan Chase & Co. for eight years before joining her current firm in 2025. Ferreras holds the Series 63 and Series 65 licenses and is based in New York, NY. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" and emphasizing fundamental research and a long-term investment horizon. The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

William Katz is a financial advisor with Primerica Advisors in Garden City, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1992. Katz serves as a trustee for family trusts. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of investment strategies through proprietary and third-party platforms.

Nia Griffin is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and two years of industry experience. She has held roles at NYLife Securities LLC and New York Life since 2023. Griffin has also been involved in Mind Over Money Education. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria and manages the majority of its assets on a non-discretionary basis.

Teal Schoonover is a Series 66-licensed financial advisor with two years of industry experience. She is currently with CWM, LLC and has prior experience at UBS Financial Services, Inc. and several law firms. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Amber Soden is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several major firms including Merrill, Charles Schwab, Fidelity, and Bank of America. Amber is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services across various asset classes, combining discretionary and non-discretionary management approaches.

John Marshall is a CFP® and CFA® with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through multiple programs, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Peter Maino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Guardian Life since 2009 and Park Avenue Securities since 2011. Outside of his advisory work, he occasionally provides consulting services in the chemical sector. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Kimberly Breslauer is a financial advisor at Oppenheimer with 30 years of industry experience. She has been with Oppenheimer since 2007, following five years at Stephens. She holds the Series 63 and Series 65 designations. 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 wide range of programs and advisory services, combining discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Wai Chu is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2015. His broader work history includes long-term roles in clinical laboratory analysis at Mount Sinai Medical Center and NYU Medical Center, as well as involvement in various business activities including serving as president of FLICS and partner at HE Property Holding LLC. Wai also facilitates client referrals to estate planning attorneys through InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, providing both advisory and broker-dealer services through a variety of fee-based and commission-based programs. The firm offers proprietary and third-party investment models with discretionary and non-discretionary management options.

Robert Gottesman is a financial advisor at First Manhattan Co. LLC in New York, NY, with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Manhattan since 2002. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension 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 and typically integrates wealth planning alongside portfolio management.

Helena Lee is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at NYLife Securities LLC and New York Life Insurance Company since 2018. Prior to her advisory career, she was a homemaker from 2014 to 2018. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Moishe Zirkind is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2021, as well as prior engagements in community and educational organizations. Zirkind also operates Zirkind Financial Strategies LLC, brokering non-registered insurance and property and casualty products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, focusing largely on non-discretionary asset management within an integrated New York Life affiliate structure.

Paul Damiba is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Oppenheimer since 2021 and previously spent nine years with UBS Financial Services. 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 wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Anjana Sengupta is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Citigroup since 2018. Prior to that, she was employed by The Prudential Insurance Company of America and PRUCO Securities, LLC from 2015 to 2018. She volunteers part time with Prelude To A Cure Inc., a nonprofit organization. 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 utilizes multi-asset, multi-manager strategies with oversight committees to select and monitor investments, combining large institutional scale with specialized market roles.

Marolyn Liang is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked with firms including Park Avenue Securities and MML Investors Services. Liang also has a background involving insurance activities outside of her primary role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services utilizing proprietary and third-party models.

Johnson Kho is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at Eagle Strategies since 2011 and has maintained ongoing roles with Kho Financial Group, Nylife Securities Inc., and New York Life Insurance Co. since 1987. Outside of his advisory work, Kho serves as an officer of the Philippine Chinese Association of America, a networking organization for Philippine Chinese and other Asian Americans on the Eastern Seaboard. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joseph O Donnell is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in business planning for a group benefits provider serving a union fund. 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 brokerage and advisory services with a range of proprietary and third-party investment programs and financial planning solutions.

Mitchell Coopersmith is a financial advisor with Primerica Advisors who holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities since 2010. Outside of his advisory duties, he operates Mitchell Coopersmith LLC to manage administrative support. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a combination of proprietary model portfolios, third-party managers, and digital advice platforms.

Gregory Scheinberg is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience. He holds a Series 63 designation and has worked with firms including The Integrated and Independent Financial Solutions. Outside of his advisory role, he is a partner in GP Goods LLC, a retail business that sells items on Amazon. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers a variety of managed account programs and supports both discretionary and non-discretionary advisory relationships through multiple custodial and execution platforms.

Andrew Romano is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. His work history includes roles at Merrill and extensive tenure at both Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, he creates voice-overs for narration and commercial projects, authors a children's book series, and provides speaking and coaching services on career and personal finance topics. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and advisory services, utilizing proprietary and third-party investment programs.