Julie Bennett is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2006. The firm serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

Alan Fischer is a financial advisor at Hightower Advisors with 24 years of industry experience. He previously worked at Fischer & Company for 16 years before joining Hightower Advisors in 2018. The firm provides investment advisory and planning services to a diverse range of individual and institutional clients. Hightower’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with investment options spanning mutual funds, ETFs, alternative investments, and custom indexing.

John D'agostino is a financial advisor with Commonwealth Financial Network in New York, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior experience includes roles at Edward Jones and Gottfried Somberg Wealth Management. He is a co-owner of Wise Wealth, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Massimo Bufalini is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior work includes roles at Bank of America Merrill Lynch, Outset Global Trading Limited, and CitiGroup Global Markets Inc. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a long-term investment horizon through separately managed accounts, mutual funds, ETFs, and alternative strategies.

Harry Shamlian is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. His prior roles include positions at Graypoint LLC, Veracity Capital LLC, and Goldman Sachs AYCO, where he worked for 17 years. Cerity Partners advises a diverse client base that includes individuals, families, trusts, 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 combining quantitative screening, manager selection, and access to alternative and private market solutions.

Lindsey Nadel is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cerity Partners since 2014, following earlier roles at Citigroup Global Markets and Citicorp Investment Services. Lindsey is based in New York, NY. Cerity Partners advises 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 incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Yi Min is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses and five years of industry experience. Yi has worked at several firms including Merrill, Bank of America N.A., and Citizens Securities, and currently holds a dual role as a registered representative with HSBC Securities and as a Bank Officer with HSBC Bank (USA) N.A., an affiliate. HSBC Securities (USA) Inc. serves a diverse client base through multiple managed account programs, offering a range of client-directed and discretionary investment solutions supported by a multi-profile risk management process and global asset management partnerships.

Robert Testa is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at National Planning Corporation for 17 years and has been with Commonwealth and Paris International Corporation since 2017. Outside of his advisory role, he serves as a basketball evaluator for the East Coast Basketball Conference. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $213 billion in client assets. The firm offers a wide range of advisor support services, including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Paul Patrick is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 29 years of industry experience. He has been with First Manhattan Co. since 1999. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives, integrating wealth planning alongside portfolio management.

Morgan Newman is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Oppenheimer & Co. Inc. since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley. Newman is a member of the Co-Lab, a networking organization unrelated to investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services using both discretionary and non-discretionary approaches, with custody of client assets maintained as a qualified custodian.

Daniel Zhao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked at Citigroup Global Markets since 2013 and previously spent seven years at HSBC Securities (USA) Inc. 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, derivatives services, and bespoke solutions for very large client relationships.

Timothy Macherone is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Shade Tree Advisors LLC and Goldman Sachs AYCO, where he worked for a combined eight years. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, 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 integrates proprietary investment strategies with access to alternative and private market solutions.

John Schafer is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2009. Outside of his advisory role, he is a co-owner of WJ Realty LLC in Massapequa, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by centralized asset management and custody capabilities.

Daniel Johnson is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes multiple periods at Cerity Partners as well as roles at Virginia Tech and Preston Wealth Advisors. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Joseph Lucien is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with Janney Montgomery Scott since 2013. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Sean Madgett is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions and manages the majority of its assets on a non-discretionary basis.

Willie Wheat is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc., Morgan Stanley, Bank of America, Merrill, and self-employment. He has been affiliated with TD Private Client Wealth LLC and TD Bank N.A. since 2024 and is based in New York, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios.

Scott Stewart is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc from 2016 to 2020. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through its integrated platform.

Emilija Gaubaite is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY. She holds a Series 65 designation and has seven years of industry experience. Prior to joining Capital Group, she worked at Family Management Corporation and Fiduciary Trust Company International. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm utilizes a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term horizon across separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Shareef Doumet is a financial advisor with Principal Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions for six years. In addition to his advisory role, he serves as a bank/trust officer supporting retirement plan account relationships and assists with business development and consulting for a boutique interior design firm. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by the TPMMs.