Ryan Miller is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Ayco Company, L.P./Mercer Allied, Santander Securities, and Santander Bank. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integrated capabilities across the Goldman Sachs ecosystem.

Carolyn Lloyd Turbett is a financial advisor with Kestra Advisory who holds the ChFC® designation and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including long-term roles at Kestra Investment Services and her own firm, Carolyn Lloyd-Cohen LLC. In addition to her advisory work, she serves as a trustee in legal and fiduciary capacities and is involved in insurance sales and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Darlene Giz is a financial advisor with Kestra Advisory and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, having previously worked at Principal Securities, Principal Life Insurance Company, Invesco Distributors, Oppenheimerfunds Distributor, and Blackrock Investments. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Susan Vitkus is a financial advisor at Oppenheimer with 40 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of investment programs and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Alfonso Saverino is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and ten years of industry experience. He also practices as a Certified Public Accountant with Kelleher Saverino & Petzold CPAs LLC, providing tax advice and preparation services. His background includes roles at several firms such as Ameriprise Financial Services and Cetera Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party solutions, employing a variety of investment strategies and technology platforms.

James Leong is a financial advisor with NewEdge Advisors, holding a Series 66 designation and ten years of industry experience. He previously worked at Private Portfolio Partners for nine years and LPL Financial for ten years. Leong provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers various managed portfolio solutions, financial planning, and consulting services, utilizing centralized due diligence and technology tools to support clients and advisors.

Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Samuel Berger is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services using various analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Christopher Mccann is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co Inc since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios delivered through discretionary and non-discretionary approaches.

Mingzhe Jiang is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and is based in New York, NY. Jiang has been with Citigroup since 2006, spanning 20 years in various roles within the firm. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Gabriella Henry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021 and previously worked at Bryant University for five years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging an integrated approach that includes strategic allocation models, manager selections, and a range of fee arrangements supported by both proprietary and third-party analytics.

Joseph Mc Grath is a financial advisor at Mariner with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at US Bank and teaching positions at William Paterson University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative capabilities uncommon among large advisory enterprises.

Alexi Maher is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. His prior experience includes multiple roles at Pennsylvania State University and positions in education and club management. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and combines resources across Goldman Sachs affiliates to deliver tailored investment solutions.

Robert Eichler is a CFP® professional with 33 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1993. He has maintained a long-term affiliation with Penn Mutual Life Insurance and holds multiple roles in insurance brokerage, including ownership of CCL Financial Group and involvement with other insurance enterprises. Eichler also serves as president of the board and faculty at the New York Center for Financial Studies and holds board memberships with organizations such as Finseca. Hornor, Townsend & Kent (HTK) provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing both discretionary and non-discretionary assets with a network of advisers and relationships with third-party asset managers.

Jack Santora is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Equitable Advisors and held various roles outside the financial sector, including positions at Commvault and Rutgers University. Goldman Sachs Wealth Services offers comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional investors. The firm leverages centralized investment resources and integrates a range of affiliated services, including banking and retirement consulting, to provide tailored wealth management solutions.

Ted Ryoo is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Spinnaker Capital LLC, Bank of New York Mellon, and served on the faculty at Brandeis International Business School. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm operates with large institutional scale and provides bespoke discretionary solutions alongside its broad set of advisory and execution capabilities.

Ramon Ardaya is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley and Citibank, along with work experience in various sectors such as food service and education. Citigroup Global Markets serves individual and institutional clients across wealth management segments with multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and customized lending and discretionary solutions for high-net-worth clients.

Diane Aurelio is a CFP® and Series 66 designated advisor with 17 years of industry experience. She has been with Transamerica Retirement Advisors, LLC since 2014, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement planning guidance, utilizing proprietary software and model portfolios developed in partnership with Morningstar Investment Management.

Gillian Parrett is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup in 2023, she worked at Sanikind in 2021. She has also been engaged as a student at Hobart and William Smith Colleges since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, custody, and derivatives services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles including swap dealer and futures commission merchant activities.

John Murphy is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 44 years of industry experience, including roles at LPL Financial and Merrill. Outside of his advisory work, he serves as a volunteer firefighter for the Morris Township Fire Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing discretionary and non-discretionary management, various investment strategies, and technology platforms, often implementing advice through third-party managers and TAMPs.