Daniel Helmick is a financial advisor at First Manhattan Co. LLC with 27 years of industry experience. He has been with First Manhattan since 1997 and holds the Series 63 designation. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Kumar Pindiprolu is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer & Co., Inc. since 2003. Pindiprolu is involved in charitable activities through the Knights of York, helping to plan and raise funds for underprivileged children via annual events. He also serves as a trustee for several family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, managing portfolios through strategic asset allocation and manager selection, with both discretionary and non-discretionary approaches.

Nitika Sethi is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and leverages its large institutional scale and specialized market roles to provide bespoke discretionary solutions and extensive research capabilities.

Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016, with a brief period supporting the US Army in an HR capacity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services, with a notable combination of large institutional scale and specialized market roles.

Yan Liu is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining TD Private Client Wealth, Yan worked at HSBC Bank USA, HSBC Securities (USA), and J.P. Morgan Securities. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, employing portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party managers.

John Lockwood Jr. is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Morgan Stanley and Independent Financial Group, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides investment banking, placement services, and a comprehensive investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Bernadette Lee is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model separating planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Elker Meta is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, and other firms. He also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, engaging in the sale of bank-related products alongside his registered representative role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing strategic and tactical asset allocation supported by HSBC Global Asset Management and affiliated providers.

Brian McDonald is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he holds a real estate license and occasionally rents apartments in his local area. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning services and ongoing portfolio management, serving clients through model or customized portfolios under a fiduciary standard.

Minde Lu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Eagle Strategies since 2012 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Thomas Theodorou is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Transatlantic Reinsurance Company, and DAG Securities. 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 broad range of programs including asset management, consulting, and retirement services, with advisory services that cover equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Jason Klager is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with HSBC Securities (USA) Inc. and has held roles there since 2013, also serving as a Bank Officer for HSBC Bank USA, N.A., an affiliate of the firm. Klager’s career includes over a decade of continuous service within the HSBC organization. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, from client-directed to fully discretionary portfolios, and employs a structured investment process that incorporates strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

Timothy Mcparland is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2008 and previously worked at Union Financial, Inc. from 2021 to 2023. Outside of his advisory role, he is engaged in fixed insurance brokerage, specializing in life, disability, group, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with advisory arrangements that include both direct advisory roles and promoter referral services.

James Lowe is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, he spent four years at the University of Louisville. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and advisory services, including discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Robert Schwartz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 uses multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Paul Tuomey is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BlackRock Fund Advisors and Eagle Strategies, and he has a background as a basketball official for college contests outside of market hours. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Giancarlo Barone is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Barone serves as a board member for the Seton Hall Preparatory School Alumni Association. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer.

Shannon Graziano is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at Merrill, Goldman Sachs, and Lucia Boutique. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm emphasizes tailored asset allocation and manager selection utilizing both proprietary quantitative methods and third-party managers, alongside a range of private-market investment offerings.

Joel Field III is a CFP® professional affiliated with Eagle Strategies (NY Life) in New York, NY, with 18 years of industry experience. He has been involved with Eagle Strategies since 2010 and operates Field Financial Strategies, LLC, which provides services related to New York Life products and insurance brokering. Outside of his advisory work, Joel pursues oil painting and volunteers as a spiritual teacher and preacher for various churches. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated structure alongside New York Life affiliates.

Leigh Moglia is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms including Morgan Stanley, Lebenthal Wealth Advisors, Yorkbridge Wealth Partners, and PURSHE KAPLAN STERLING INVESTMENTS. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.