Palki Mehta is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. Mehta has 12 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to advisory work, Mehta is also an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, working closely with a variety of institutional sponsors within an integrated New York Life affiliate structure.

Mark Lobosco is a financial advisor at Empower Advisory Group in New York, NY, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including RBC Capital Markets, Fidelity Investments, Dimensional Fund Advisors, E*TRADE, and Merrill. 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 certain retail brokerage clients. The firm’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.

Adriana Chavez De La Pena is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities Inc. for 13 years before joining Citigroup in 2021. Outside of her advisory role, she owns industrial real estate in Silao, Mexico. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Wesley Huber is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked with The Ayco Company, L.P./Mercer Allied since 2007 and operates his own tax return preparation business, Wesley D Huber, CPA, where he prepares individual tax returns for select clients. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by integrated financial group affiliates.

Andrew Leege is a CFP® and Series 66-registered financial advisor at Cerity Partners LLC with seven years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Goldman Sachs & Co. LLC for seven years and was involved with Druthers Brewing Co. for five years. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and various institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Gunnar Himmel is a CFP® with six years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Neil Renner is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds the CFP® and ChFC® designations and has 24 years of industry experience. His prior work includes roles at Commonwealth Financial Network, J.P. Morgan Securities, and Mass Mutual Investors Services. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets under management held on a non-discretionary basis.

Brendan Doherty is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and bringing 12 years of industry experience. He worked at Merrill from 2008 to 2022 before joining Citigroup Global Markets in 2022. 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 and maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Stephanie Conti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Zack Yevdeyev is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities LLC, Prudential Investment Management Services LLC, and GWFS Equities, Inc. His current role at Empower Advisory Group follows prior experience at major financial institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Angel Lopez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA, Merrill, Bank of America, and JPMorgan Chase. Outside of his advisory role, he co-owns a rental property in Port Jervis, NY, overseeing maintenance and repairs during non-trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including in-house research and futures commission merchant activities.

Thomas Decker is a CFP® with six years of industry experience and is currently affiliated with Cerity Partners LLC. His prior experience includes roles at Douglas Lane & Associates and Morgan Stanley. Cerity Partners LLC advises a diverse range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm provides customized wealth management services using a client-specific investment approach that incorporates quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions.

John Gavigan is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2021, following five years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Andrew Helfont is a CFA® charterholder and financial advisor with Cerity Partners LLC in New York, NY, bringing five years of industry experience. Prior to joining Cerity Partners in 2020, he worked for eight years at Emm Wealth. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, third-party strategies, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Lisa Crosta is a financial advisor with Sanctuary Advisors, LLC and holds the CFP® designation along with Series 65 and Series 66 licenses. She has 11 years of industry experience, including roles at Mass Mutual Life Insurance Company, Mutual Securities, Inc., and Hennion & Walsh Inc. Outside of advising, she has been involved as an independent contractor with Arbonne International, a direct sales company for personal health and beauty products. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports a wide range of investment approaches and account types, offering portfolio management through Advisor-Directed programs, SMAs, UMAs, and third-party platforms, while operating as a fiduciary under written advisory agreements.

John Hyland is a financial advisor at Oppenheimer with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, delivering both discretionary and non-discretionary solutions across equity, balanced, and fixed-income portfolios.

Trisha Arun is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has worked at Citigroup and Ameriprise during the past two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and combines large institutional scale with specialized market roles such as security pricing and derivatives trading.

Ryan Patrie is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and the University of Florida Athletic Association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

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.

Sean Leonard is a CFA® charterholder with 24 years of industry experience, currently serving at Cerity Partners LLC since 2025. His prior roles include positions at Graypoint LLC, Rockefeller Capital Management, The Ayco Company (a Goldman Sachs company), and State Street Research & Management Company. Outside of advisory work, he is an investor and director at Nebula Enterprises LLC, a retail bagel business, and serves as a director at Saratoga Performing Arts Center, contributing to investment and governance. Cerity Partners advises a diverse clientele, including individuals, families, trusts, and institutions, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management through a client-specific investment framework that incorporates proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.