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 in Mineola, NY, holding a Series 66 designation and nine years of industry experience. His career includes positions at Charles Schwab & Co., Signature Premier Properties, and BlackRock Fund Advisors. Outside of finance, Tuomey officiates college basketball contests during non-market hours. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning consultations, and investment recommendations using Schwab’s research tools. The firm delivers advice within the Charles Schwab ecosystem without discretionary trading authority, focusing on client-directed investment decisions.

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.

Matthew Martinez is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rockefeller Capital Management and Morgan Stanley. Prior to his financial career, he held teaching positions at Pace University, University at Albany, and multiple schools in New York. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a Private Advisor model and an integrated investment platform that includes equities, fixed income, and alternatives.

Benjamin Emery is a financial advisor with Rockefeller Financial LLC in New York, NY. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at firms including Alphasights, Dane Street, and Equity Quotient. Emery’s background also includes roles at Middlebury College and Noble and Greenough School. 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, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Bhanmattie Ramasar is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at HSBC Bank USA NA for 20 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Jordan Eidelkind is a financial advisor at Guardian Life with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Lifted Health Solutions, Opexus, and AIM Hospitality Group, as well as academic positions at the University of Maryland and Indiana University Kelley School of Business. His current firm, Park Avenue Securities LLC (doing business as Park Avenue® Wealth Management), is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Michael Radovich is a financial advisor with Primerica Advisors, holding the CFP® and ChFC® designations and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He serves as a board member of the Youthful Savings Foundation, an organization promoting entrepreneurship and business education for middle and high school students. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised funds.

Benjamin Myers is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elysium Management LLC, Overbrook Management Corp, and Pzena Investment Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Rui Su is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has been with Citigroup Global Markets since 2011 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale and market roles, including in-house research and derivatives trading capabilities.

David Orsolino is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2005. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with options for discretionary and non-discretionary account management.

Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.

Kevin Vega is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citiprivate Bank since 2019, following 13 years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale capabilities including in-house research, swap dealing, and futures commission merchant services.