Eric Schenk is a CFP® professional with 12 years of industry experience, currently with Rockefeller Financial LLC. Prior to joining Rockefeller in 2025, he spent 11 years at UBS Financial Services. 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, financial planning, and consulting services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services.

Justin Giacona is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Round Table Wealth Management and KPMG LLP. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, third-party strategies, and direct security selection.

Benjamin Mc Kiernan is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked at Blacktower Financial Management (US) and 80 Twenty Consultancy LTD. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies complemented by selective private market exposure and tax-efficient techniques.

Julianne De Marco is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily at The Ayco Company L.P., with additional experience at New York University’s Stern School of Business and as a freelance professional. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating cross-affiliate capabilities within a large financial group.

Jack Wiener is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Wells Fargo Advisors for 13 years before joining &PARTNERS. Wiener is also the owner of JLJ Advisors, LLC, a financial practice based in Florham Park, NJ. &PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies using the Envestnet platform.

Leigh Russo is a CFP® professional with 12 years of experience in the financial services industry. She is currently with Mariner and has held roles at MSEC, LLC and Cambridge Investment Research. Russo serves on the finance committee of Executive Women of New Jersey. Mariner provides comprehensive wealth management and financial planning services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm offers customized, discretionary portfolios supported by an internal investment team and integrates tax, accounting, and family office services alongside traditional portfolio management.

Matthew Rice is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, TD Ameritrade, and Charles Schwab & Co. His current role at Schwab Wealth Advisory began in 2026. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations using Charles Schwab & Co.’s asset allocation models and research tools.

Henry Falquez is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been with Agia since 2022. Outside of advisory work, he serves as a notary public in New Jersey. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-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’s UMA models and maintaining approximately $26.4 billion in discretionary assets across a large advisor network.

Soulemane Bagayoko is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Credit Suisse Securities, UBS Securities, and Wells Fargo Clearing. His career also includes a position at Uber prior to entering the financial sector. 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 employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Christina Dispigna is a financial advisor at Citigroup Global Markets with nine years of industry experience. She has been with Citigroup since 2016 and holds a Series 66 designation. Outside of her advisory role, she is listed as the owner of an investment-related LLC formed for a property purchase in Iowa. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm leverages its large institutional scale and unique market roles to provide discretionary and non-discretionary investment solutions, including bespoke offerings for very large relationships.

Helena Macke is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. Her background includes roles at Citi Bank and a degree from Claremont McKenna College. She has experience in hospitality and education sectors through previous positions with Tucci Boutique, Whiskey and Leather, and Horizon Prep. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swap-dealer operations.

Alana Bichutsky is a financial advisor at Citigroup Global Markets with three years of industry experience. She has been with Citigroup since 2019 and previously worked at Rochester Institute of Technology. She holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Olga Raykhelson is a CFP®-certified financial advisor with 24 years of industry experience, currently with Farther. She previously spent 26 years at Financial Life Focus. In addition to her advisory role, she is a licensed real estate agent with the Corcoran Group in New York. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, employing a Modern Portfolio Theory-based approach with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, and fixed income. The firm supports its advisors with AI tools and maintains a focus on retail clients rather than corporate or business accounts.

Courtney Furubotten is a Series 66 licensed financial advisor with five years of industry experience. She is currently with Citigroup Global Markets, having previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Her background also includes roles in law and education. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with unique market roles and arrangements.

Eli Baer is a CFP®-designated financial advisor with three years of industry experience, currently affiliated with Commonwealth Financial Network and Hudson Advisory Group, LLC. His career includes multiple roles at both firms, along with a brief tenure at the Brooklyn Academy of Music. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Terence Coyle is a financial advisor at Private Advisor Group, LLC with 47 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Private Advisor Group since 2011, LPL Financial since 2004, and WS Griffith Securities, Inc. from 2002 to 2004. Outside of advising, he is involved in several insurance-related businesses, including offering non-variable insurance and selling occasional disability income policies. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a combination of proprietary technology platforms and third-party managers to deliver diversified investment strategies.

Alan Babbitt is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has been with Eagle Strategies since 2017 and has also worked with Nylife Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.

Richard Zangara is a financial advisor at &Partners with Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Wells Fargo Clearing and Pruco Securities Corporation. Outside of his advisory work, he serves as chairman of the North Brunswick Planning Board and the North Brunswick Democratic Organization. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of discretionary and non-discretionary strategies using both proprietary and third-party managers.

Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.