Roman Alpert is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale since 2016. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools and Monte Carlo simulations to align portfolios with clients’ Investment Policy Statements.

Evan Harnik is a financial advisor at Guardian Life with 15 years of industry experience. He holds a Series 66 designation and has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2008. Outside of his advisory role, he occasionally assists clients in obtaining insurance products beyond the Guardian portfolio. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Madeline Irvin is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for six years. Before entering financial services, she was employed at Lululemon Athletica and attended Bucknell University. 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 a range of portfolio management and financial planning services, operating as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

David Parisi is a financial advisor at PNC Wealth Management with 31 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk profiling and discretionary model management with mutual funds and ETFs.

Emerson Gomez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Bank from 2013 to 2020. 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 and derivatives services, supporting both workplace and high-net-worth clients.

Robert Labriola Jr. is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Rockefeller Financial, he worked at Morgan Stanley and Morgan Stanley Private Bank. 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, consulting, and operates as a registered broker-dealer with additional services including placement and investment banking.

Brian Sodol is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2014. Citigroup Global Markets 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 significant institutional capabilities, including in-house research and specialized market roles.

Erik Andersen is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. His prior roles include positions at Raymond James Financial Services, Bank of America, Merrill, and Bankers Life. Andersen also serves as an agent offering non-variable insurance products such as term, whole, and universal life insurance, disability health, and fixed annuities. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.

Mitchell Nguyen is a financial advisor at Mariner with seven years of industry experience and holds a Series 66 designation. Prior to joining Mariner in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2024 to 2026, and spent six years at Charles Schwab & Co Bank and Charles Schwab. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm’s approach combines in-house research with third-party managers and includes unique offerings such as integrated tax and accounting services and administrative CFO capabilities.

Michael Delli Paoli is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial and Rockefeller Capital Management since 2023. Prior to that, he spent 10 years at Morgan Stanley and four years at Merrill. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Lucas Murphy is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2022 and previously was employed at Northeast Private Client Group. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to alternative investments and integrated lending options.

Steven Fishman is a financial advisor with Guardian Life in Woodcliff Lake, NJ, holding a Series 63 designation and 42 years of industry experience. His career includes long-term roles at Kestra Financial Services and Kestra Investment Services, along with multiple periods at Park Avenue Securities and Guardian Life. Fishman is involved with the Jewish Community Foundation of Metrowest, NJ, assisting in the management of life insurance policies donated to the foundation. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Derek Malone is a financial advisor at OSAIC Institutions, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2016 and Banco Popular, NA since 2004. OSAIC Institutions, Inc. serves individuals, ERISA 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 a notable non-discretionary asset portfolio.

Eric Tarlo is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience at Park Avenue Securities, Certified Financial Services, Thatcher McGhee's, Wise Music Group, and Valley Stables. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of financial planning and advisory services with both discretionary and model-based investment strategies.

Debra Taylor is a financial advisor with Carson Wealth and holds the PFS™ designation and Series 63 license. She has 28 years of industry experience, including prior roles at Cetera Advisor Networks, LPL Financial, and Avantax Advisory Services. Outside of advising, she is involved in several activities such as owning Taylor Bookkeeping and Administrative Services, contributing as a writer and speaker for Horsesmouth, and conducting educational seminars and coaching through Pink Suite Enterprises. She also volunteers on her Home Owners Association judiciary committee. CWM, LLC operates an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering services including discretionary asset management, financial planning, and retirement plan solutions. The firm’s investment process is guided by an Investment Committee and provides customized portfolio options, integrating multiple custodial and technology platforms to support execution and reporting.

Paul Meyer is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Citigroup. He serves as a board member of CarePlus NJ, a foundation focused on assisting individuals with mental health, substance abuse, and psychiatric care, where he helps allocate funds and supports fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Charles Sacco is a CFP®-certified financial advisor with ten years of industry experience, currently affiliated with Mariner in New York, NY. His prior roles include positions at Janney Montgomery Scott LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and JPMorgan Chase Bank. He is also the owner of Saccos Securities LLC, an entity focused on general business administration outside of investment activities. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both internal research and third-party managers.

Steven Gelber is a financial advisor with Hightower Advisors in Fairfield, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks, CWM, LPL Financial, and Cetera Wealth Services. He has worked with Hightower Securities LLC and Hightower Advisors LLC since 2018. Hightower provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management options including custom and alternative investments.

Rustam Nazirbaev is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and four years of industry experience. He has been with Citigroup since 2021 and previously worked at Cushman & Wakefield for six years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm manages a range of discretionary and non-discretionary strategies, including alternatives and digital assets, supported by internal oversight and in-house research.

Manida Alarcon is a financial advisor with Mariner Wealth Advisors in New York, NY, holding four years of industry experience. She has been with Mariner Wealth Advisors since 2015. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds through services such as investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with tax and accounting integration, offering additional services like Core Family Office and employer financial-wellness tools.