Shelly Stone is a financial advisor with Cerity Partners LLC, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include 25 years at Ayco/Goldman Sachs and three years at Graypoint LLC. She serves as an independent co-trustee and committee member for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a broad range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Robert Ellis Jr. is a CFA® charterholder and holds a Series 66 license, with eight years of experience in the financial services industry. He is currently with Corient in New York, where he has worked since 2022, following prior roles at Kore Private Wealth, Bank of America, and Merrill. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Penelope Villalona Brito is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. She previously held roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Globe Life National Income Division Pappas Org. 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. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides a broad range of advisory and execution services.

Jacquelyn Davis is a CFP® and holds a Series 66 designation with 10 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs and services, including asset management and financial planning, using both discretionary and non-discretionary approaches tailored to client objectives.

Karen Winfrey Leake is a financial advisor at Sanctuary Advisors, LLC with 40 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Merrill and Bruderman Asset Management LLC. Outside of finance, she is involved in multiple entrepreneurial ventures, including managing small businesses focused on art sales, lecturing on Wall Street careers, podcasting on investment basics, and working as a music disc jockey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions and financial consulting services, employing various analytical approaches and maintaining fiduciary standards underwritten by written advisory agreements.

Christopher Walker is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and three years of industry experience. Prior to joining TD Private Client Wealth, he worked at Guardian Life Insurance, Park Avenue Securities, and Wealth Advisory Group. Outside of his advisory role, he is involved in managing rental properties. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm integrates strategic and tactical asset allocation with offerings from affiliated and third-party sub-managers, delivering portfolio management and financial planning through a technology-driven platform.

Robert Calabretta is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waypoint Capital Management for 21 years. He is also the Chief Investment Officer of Coastline Wealth Management, where he advises clients on investment matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Kyle Vaughan is a financial advisor at Kestra Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mercer and NFP. Outside of his advisory role, Vaughan volunteers as a judge for the SIFMA Foundation's InvestWrite program and works as an independent dog walker. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including plan design, compliance testing, fiduciary consulting, and employee education, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Eric Bodner is a financial advisor at Corient with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Kore Private Wealth, and CIPW Service Company. Outside of his advisory role, he is a non-managing member of several private investment companies organized in California. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses various risk management tools to align portfolios with client objectives.

Stephen Kleiman is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at City National Rochdale since 2020. His prior experience includes roles at Morgan Stanley and teaching at Fordham University's Gabelli School of Business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process that combines quantitative and fundamental analysis, utilizing proprietary tools and a broad range of asset classes to construct tailored portfolios.

Jill Harvey is a CFA® charterholder and Series 63 licensee with nine years of industry experience. She has been with William Blair since 2017 and previously worked at Fieldpoint Private Securities, LLC from 2011 to 2017. Based in New York, NY, she specializes in private wealth management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Matthew Goldstein is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, with two years of industry experience. He holds the Series 66 designation and previously worked at the Gerson Lehrman Group and the University of Michigan. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios, along with digital advisory solutions.

Jan Getto is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Capital Corp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Taylor House is a financial advisor with TD Private Client Wealth LLC in New York, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, Taylor worked at TD Bank and The Walt Disney Company. Outside of his advisory work, he operates an online resale business specializing in collectible items under the name House of Mouse. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Adiz Fernandez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. Fernandez has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 swaps dealing, supporting both discretionary and non-discretionary investment solutions.

Ryan Beattie is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at Park Avenue Securities and Joseph Colarusso's State Farm Agency. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary model portfolios and a hybrid digital advisory solution.

Christopher Reda is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, E*TRADE Securities LLC, and Advisors Asset Management, Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-managed employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model and customized portfolio options.

Bryan Bielawski is a CFA® charterholder with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following eight years at Traust Sollus Wealth Management, LLC. Bryan is based in New York, NY. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, and other strategies, supported by educational programming and integrated service platforms.

Benjamin Sullivan is a financial advisor with Wealthspire Advisors in New York, NY, holding a Series 65 designation and five years of industry experience. His background includes positions at Beacon Bridge Wealth Partners and Villanova University, along with six years working in middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and investment committee oversight.

Sandra Rojas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities for six years before joining Citigroup in 2018. Outside of her advisory role, she is listed as an owner of rental properties managed by others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.