Juliet Park is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and extensive oversight committees.

Dawn Patak is a financial advisor at Citigroup Global Markets with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates with a combination of large institutional scale and unique market roles.

Peter Wagner is a financial advisor at Oppenheimer with 45 years of industry experience. He has held positions at Oppenheimer since 2013 and previously worked at UBS Financial Services from 2002 to 2013. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

John Clark is a financial advisor at RBC Rochdale, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at CNR Securities, LLC and Fidelity Investments. His background also includes teaching positions at Bucknell University and Pomfret School. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, and is noted for its management of City National Rochdale mutual and interval funds.

Praveen Sekar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career has primarily been with Citigroup, including roles from 2013 to 2022 and from 2022 to the present, with a brief tenure at Wells Fargo Clearing in 2022. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Michael Kushch is a financial advisor with OSAIC Institutions, INC., holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Ridgewood Bank and Infinex Investments, as well as HSBC Bank USA and HSBC Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing a co-advisory model with both discretionary and non-discretionary account options.

Wolf Perl is a financial advisor at Primerica Advisors with 28 years of industry experience. He holds a Series 63 designation and has worked with Park Avenue Securities and Guardian Life Insurance for over two decades. Outside of his advisory role, he serves as a trustee for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and 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 across various account types.

Evan Portnoy is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Commonwealth since 2017, following a 12-year tenure at National Planning Corporation. Portnoy is also Executive Vice President and Co-Owner of Newport Coverage Corp., a private insurance firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Jiarui Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Li has worked with Uber Technologies Inc. and Petco. Outside of advisory work, Li supports Winningstar Leadership Development Inc. in an administrative capacity. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and commission-based products. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary options.

Christine Crigler is a CFP® professional with four years of industry experience, currently advising at Focus Partners Wealth, LLC in New York, NY. She has worked at several firms, including The Colony Group, LLC, Summit Place Financial Advisors, Mariner Wealth Advisors, and VLV Associates, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private and registered investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Paul Cowie is a financial advisor with TIAA-CREF based in New York, NY, holding a Series 66 designation and with 26 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm’s advisory approach includes point-in-time planning and ongoing discretionary management, using both model and customized portfolios under a fiduciary standard.

Jonah Coleman is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in New York, NY, with four years of industry experience. His prior roles include positions at Retirable, Wealth Enhancement Brokerage Services, Ameriprise, and Moody’s Analytics. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm’s investment approach utilizes Modern Portfolio Theory with globally diversified portfolios implemented through a variety of passive and active strategies, supplemented by educational programming and specialized client offerings.

Janet Mccabe is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at TIAA-CREF since 2013, with prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Additionally, she serves as a New York notary. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated group.

Scott Larson is a financial advisor at &Partners with one year of industry experience. He holds a Series 66 designation and has previously worked at Outfin Group, Permian Investment Partners, First Manhattan Co., and Highline Capital Management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed either directly by advisors or through third-party managers.

Teofilo Rojas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at Capital One Investing, LLC. 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 with comprehensive manager oversight and operates with institutional scale and specialized market roles.

Beverly Wilson Mckenzie is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Joshua Kaufthal is a financial advisor at Oppenheimer with 15 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2010. Outside of his advisory role, he serves as vice president of the BK Family Foundation, a charitable organization, and is a director on a co-op board. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios employing strategic and tactical asset allocation alongside manager selection and periodic reviews.

Salim Bassalian is a financial advisor with Eagle Strategies (New York Life) in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates Solomon Bass Financial, which offers New York Life products and brokering of non-registered insurance products. Outside of his advisory work, he serves as a director for Keren Yad Shmuel Ve Tamar, a nonprofit religious charity focused on food distribution and religious studies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a predominantly non-discretionary basis.

Jacob Brown is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 66 designation and has previously worked at the University of Miami and in several other roles including at Shoptech Industrial Software Corp., University Tees Inc., and Baronet Coffee Inc. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jonathan Shenkman is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for 10 years. Shenkman is principal and president of Shenkman Wealth Management and Parkbridge Wealth Management, both insurance-related firms. He also contributes occasional financial planning articles to Forbes.com. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.