Evan Wohl is a financial advisor with Primerica Advisors based in New York, NY, holding the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has worked at Park Avenue Securities, Guardian, and Hollywood Golf Club since 2008. Wohl serves on the advisory board of the Hoppe Gala, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.

Terry Zhang is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held positions at Citigroup since 2017 and previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering comprehensive investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including roles as a swap dealer and futures commission merchant.

Harrison Dale is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and six years of industry experience. He has previously worked at First Republic Securities Company, First Republic Investment Management, BNY Mellon, and Commonwealth Diagnostics. Dale studied at Columbia University in New York City from 2015 to 2019. 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 while also operating as a registered broker-dealer, providing a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Michael Ringel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Primerica Advisors and Guardian Life Insurance Company, as well as Park Avenue Securities. Outside of his advisory work, he is also involved in accounting, tax, and consulting services through his CPA practice. Park Avenue Securities serves a diverse client base ranging from individual investors to corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts.

Carol Dahl is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Citigroup Global Markets since 2007 and at Morgan Stanley Smith Barney since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. Outside of advisory, he is involved in managing a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, and charitable organizations, with a range of program types from client-directed to fully discretionary. The firm’s investment process integrates strategic and tactical asset allocation supported by HSBC Global Asset Management and employs multiple affiliated providers for fund selection and portfolio monitoring.

Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and Bender Lane Advisory for eight years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement consulting, and access to alternative investments.

James Mc Gill III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he holds a treasurer position responsible for accounting and recordkeeping at a real estate LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Timothy Faughnan is a CFP® with 21 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he is involved in writing business for term, group, and whole life insurance through other companies. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and offers both discretionary and non-discretionary account management.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied prior to joining Cerity Partners and CP Client Solutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Daniel Tabet is a financial advisor at William Blair with a Series 66 designation. He has one year of industry experience with prior roles including positions in education and sports organizations. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Benjamin Davis is a financial advisor at Oppenheimer with 35 years of industry experience. He has been with Fahnestock & Co. Inc. since 2002. In addition to his advisory role, he participates in a non-investment business, grilling burgers at pop-up events through Gotham Burger Social Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches.

Steven Guan is a financial advisor at Rockefeller Financial LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Rockefeller Financial in 2025, he worked at Centaurus Financial Inc. for two years and has an academic background from UC Berkeley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Kenneth Hoffman is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. Outside of his advisory role, he serves as Treasurer for Congregation Rinat Yisrael in Teaneck, NJ. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Katlyn Valencia is a CFP® and holds a Series 65 license with six years of industry experience. She currently serves as a financial advisor at Corient and has prior experience with Brighton Jones and Pacific Capital Resource Group. Valencia also worked at the University of Washington for four years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Antonina Vicari is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for six years. Outside of advising, she is involved in real estate through co-ownership of residential rental properties in Astoria, New York. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, with a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary platforms and maintains in-house research and specialist market functions.

Linda Marschke is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios and customized solutions under a fiduciary standard within a vertically integrated structure.

Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.