John Gillen is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has prior work experience with Athletic Edge LLC and Rutgers University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities, with capabilities that include derivatives and futures services.

Annabelle Bunn is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has previously worked at multiple Credit Suisse entities from 2012 to 2023. 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 swap dealer and futures commission merchant activities.

Tricia Filter is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC, City National Rochdale, Northern Trust Corporation, and PNC Capital Advisors. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations, providing portfolio management and sub-advisory services. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, leveraging proprietary tools and third-party sub-advisors to tailor portfolios.

Todd Rashkin is a financial advisor with GWN Securities Inc. in Yonkers, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at firms including Equitable Advisors, Axa Advisors, and Cetera Advisors. Outside of his advisory role, he serves as Vice President of Contemporary Employee Plans, Inc., a company specializing in group medical and employee benefits plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios across various investment strategies.

Di Lu is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having 13 years of industry experience. His career includes roles at Dilight and Noble Consulting Inc. and involvement with the Global Youth Leadership Organization Inc. and Youth Leaders Development Organization. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options, supported by affiliated retirement and recordkeeping entities.

Jeremy Kosh is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 designation and 10 years of industry experience. He has worked at Oppenheimer since 2020 and previously at Ameriprise Financial Services from 2014 to 2020. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Christine Mcanally is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2013. Outside of her advisory role, she is a landlord of rental property in Hoboken, NJ. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked at multiple Ameritas entities since 2018 and has managed Freed Management Group Inc. since 1994, where he is involved in insurance sales and office administration. Freed also serves as a limited partner-consultant for ABHC Property Group LLC, focusing on commercial real estate management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a broad array of asset management and financial planning services across multiple program platforms, leveraging both proprietary and third-party models and investment options.

Brennian Antell is a financial advisor at Hightower Advisors with 17 years of industry experience. He holds a Series 65 credential and has previously worked at Altium Wealth Management LLC and Hightower Altium Holding, LLC. Outside of advisory work, he is involved in insurance advice and sales through Altium Planning, Inc. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and financial institutions. The firm’s approach features multi-manager solutions and manager selection, offering access to both affiliated and third-party managers with a broad range of investment options.

Allyne Pascoal is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 20 years of industry experience. She has been with Citibank N.A. since 2009. Outside of her advisory role, she owns a rental property in Miami, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating with institutional scale and specialized market roles.

Paul Barkus is a CFA® charterholder with 12 years of industry experience. He is currently with Corient in New York, NY, where he has worked since 2026. His prior experience includes roles at FFT Wealth Management, Atlantic Peak Capital, and Bessemer Trust Co. Corient provides investment advisory and financial planning services to a diverse client base, using a goals-based, team investment approach that integrates in-house strategies with third-party managers and risk management tools. The firm also offers specialized private fund capabilities and affiliated trust and broker-dealer services.

Josette Greechan is a CFP® with 39 years of industry experience currently serving as a financial advisor at Oppenheimer since 2016. Her prior experience includes roles at Bank of America and Merrill Lynch, where she worked for 7 and 29 years respectively. Outside of her advisory work, she is a co-trustee of a family trust managing real estate properties in Colorado. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management strategies.

Hannah Walczyk is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Rim Securities LLC and CNR since 2017, and previously spent four years with Westco Advisory Services, Inc. and Westco Investment Corp. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to create tailored portfolios.

Kevin Finley is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Rockefeller Capital Management, First Republic Investment Management, Bank of America, and 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, and consulting services, operating as a registered broker-dealer that provides a range of investment and placement services through a Private Advisor model and consolidated investment platform.

Christopher Volberg is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Outside of his advisory role, he serves as a board member for FOLD at Bentley University and provides limited consulting to his family's business, Quality A/C & Heating. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions tailored to client needs.

Clifton Fink is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with a range of discretionary and non-discretionary solutions across multiple asset classes.

Samuel Wilson is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. before joining Rockefeller in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jack Kastenschmidt is a financial advisor with Citizens Securities, Inc. in New York, NY, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Citizens Bank, Bank of America, Merrill, and TIAA-CREF. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios managed through proprietary algorithms, as well as a Managed Account program.

Eric Heaton is a financial advisor with Rockefeller Financial LLC in New York, NY, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2022 and spent ten years at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2012 to 2022. 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 consulting services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated platform.

Steven Swistak is a financial advisor with Guardian Life who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Park Avenue Securities, Ameriprise, RiverSource Distributors Inc, and Curian Capital, LLC. Outside of his advisory career, he is involved with Swistak Strength and Conditioning LLC. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions tailored to client needs.