Natthavadee Khemsuwan is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 4 years of industry experience. Her background includes roles at Eagle Strategies, Nylife Securities LLC, New York Life Insurance Company, At Home Recipe Corp, and Rani Arabella. She also works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis.

Olha Paluch is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2026. Her prior experience includes roles at Janney Montgomery Scott, Coldwell Banker, Keller Williams, MAI Capital Management LLC, PNC Investments, and City National Bank. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies.

Jun Ge is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young, Cleary Gottlieb Steen & Hamilton LLP, and AIG. Outside of his advisory role, he is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm’s investment approach utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Jeffrey Zimmer is a financial advisor at OSAIC Institutions, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, LPL Financial, Bankers Bank, American Family Insurance, Waddell & Reed, and CUNA Brokerage Services. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes discretionary and non-discretionary account management.

Valerie Rosaly is a CFP® and ChFC® with 27 years of experience in the financial industry. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for 18 years, as well as at LPL Financial, IFMG Securities, Inc., and PGIM Investments LLC. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

John Fredette is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at High Peaks Asset Management and held roles at Nottingham Trent University, Amplience Ltd., and Manhattan College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored wealth solutions through a combination of discretionary and non-discretionary management within a large integrated financial group.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models to construct client portfolios.

Robert Ditrani is a CFP® professional with over 21 years of experience in the financial industry. He is affiliated with Private Advisor Group, LLC and has worked at LPL Financial since 2012. Prior to that, he held positions at Stifel and Ryan Beck & Co. In addition to his advisory work, he is involved in tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms, while providing access to proprietary and third-party managed account solutions.

Dana Gour is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. They hold a Series 66 designation and have a diverse background that includes legal roles at the Westchester District Attorney's Office, John Jay Legal Services, and the United States District Court for the Southern District of New York. Dana also served as a focus group participant for the National Conference of Bar Examiners. Goldman Sachs Wealth Services advises individual investors, corporate clients, and institutional participants, providing financial planning, portfolio management, and specialized executive wealth programs. The firm combines strategic and tactical allocation models with extensive resources across the Goldman Sachs ecosystem to tailor solutions for a broad range of client needs.

Dmitriy Khalilov is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has a longstanding role as president of Karakoyunlu Solutions, LLC, where he brokers non-registered insurance products. Khalilov also operates as an insurance broker outside of New York Life Insurance. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Julian Natelli is a financial advisor at Oppenheimer with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ramapo College of New Jersey and involvement with the Chris Roof Baseball School. 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 broad range of programs across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation, and provides both discretionary and non-discretionary advisory services.

David Schelhorn is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial, Minnesota Life Insurance Company, Allied Wealth Partners, and Securian Financial Services. His activities include providing investment advisory services and selling fixed insurance products such as term life, universal life, whole life, long-term care, and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model and integrates technology to implement a range of investment strategies.

Abigail Rosen is a CFP® with 16 years of industry experience, currently with Corient. She has held roles at Corient Services LLC, CIPW Service Company, LLC, and RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, supported by continuous portfolio monitoring and risk management tools.

Esmeralda Spahiu is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. She has one year of industry experience, previously working at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Mcadoo is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2015 to 2018. Outside of his advisory role, Mcadoo serves as an official for the New Jersey Wrestling Officials Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rafael Reynoso is a financial advisor at Charles Schwab with 30 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2024, he worked at TD Ameritrade for 15 years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and comprehensive operational infrastructure.

Kelly Walsh is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2019, with prior experience at UBS Financial Services Inc. from 2014 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Michael Lindvall is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and eight years of industry experience. He has been with RBC Capital Markets since 2014 and previously served in the United States Army Reserve from 2005 to 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers tailored investment strategies through a variety of advisory programs, combining in-house and third-party managers to meet diverse client needs.