Lisa Paczkowski is a CFP® professional with 28 years of industry experience. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for nine years and AYCO, a Goldman Sachs company, for 21 years. Her background includes providing tax and financial advice as part of her role at AYCO. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing through proprietary quantitative screens alongside third-party managers and individual securities.

John Burns is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds a Series 65 designation and has previously worked at Baker Newman Noyes, Jetlaw, the US Department of Justice, American University Washington College of Law, and Williams & Connolly. Burns is also a partner in Brooks Investments, a real estate investment venture. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors serving individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation framework and offers services including wealth management, financial planning, and retirement-plan consulting.

Adrian Sancho is a financial advisor with Corient, holding five years of industry experience. Prior to joining Corient, he worked at Inverness Counsel, LLC for thirteen years. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach, utilizing in-house strategies alongside third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Dean Starr is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, M&T Securities, and HSBC Bank USA. Starr joined Citigroup Global Markets in 2026. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles and arrangements.

Chen Chao Fang is a financial advisor at Transamerica Financial Advisors with Series 65 credentials and one year of industry experience. His previous roles include positions at World Financial Group Insurance Agency, Springfield Bloom LLC, Cohnreznick LLC, National Healthcare Consulting, and IJR Consulting Corp. He is involved with Springfield Bloom LLC, an entrepreneurial venture outside traditional financial advising. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Il Kyu Lee is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services in New York, NY, and has two years of industry experience. His prior work includes positions at UBS, Commonwealth Financial Network, and academic roles at Northeastern University, Sciences Po, and CUNY Baruch College. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs ecosystem to deliver tailored advisory solutions.

Philip Pellegrino is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 24 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing 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 execution services, and offers bespoke solutions for very large relationships.

Keith Zuckerberg is a financial advisor at Eagle Strategies (NY Life) with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including New York Life Insurance Co, Nylife Securities LLC, and Cetera Investment Services LLC. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored solutions through multiple program types and primarily manages assets on a non-discretionary basis.

Jonathan Herzog is a CFA® charterholder with 11 years of experience in the financial services industry. He has worked at RBC Rochdale, LLC since 2018 and previously spent five years at P-Squared Capital Management. He is based in Brooklyn, NY and holds Series 63 and Series 65 licenses. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm uses an active, multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis, employing proprietary tools to tailor portfolios across various asset classes.

Andrea Ravalico is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. 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 combines large institutional scale with specialized market roles, including in-house research, swap dealing, and bespoke discretionary solutions for large clients.

Adam Abelson is a financial advisor with Hightower Advisors in New York, holding a Series 63 designation and five years of industry experience. He previously spent 22 years at Stralem & Company, Inc. and Stralem & Company, Incorporated. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, delivering solutions through a network of Advisor Practices. The firm’s approach includes multi-manager portfolio construction, manager selection using affiliated and third-party managers, and strategies incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Candice Lopez is a financial advisor at Oppenheimer with 9 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2014. 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 covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Chialin Cacanindin is a financial advisor at Equity Services, Inc. with 29 years of industry experience and holds a Series 63 designation. She has been with Equity Services since 2014 and also works as a sales agent with National Life Insurance Company since 2013. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and serves both discretionary and non-discretionary client programs.

Peter McMahon is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Popular Bank, HSBC Securities USA Inc., Wells Fargo Clearing, LPL Financial, and Chase Investment Services Corp. He is based in New York, NY. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving 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 that integrates discretionary and non-discretionary management alongside a lending marketplace and third-party manager arrangements.

Salvador Arcadipane is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co since 2015. Outside of his advisory role, he is an individual investor in digital currencies such as Bitcoin and Dogecoin. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Hall is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and previously worked at Maxim Group LLC and Maxim Financial Advisors for a combined 15 years. He is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies that encompass equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Robert Mcloughlin is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a trustee and executor for his mother’s estate. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

Christopher Koehler is a financial advisor at Mariner with 12 years of experience at the firm and a total of 4 years in the industry. Based in New York, NY, he has focused his career at Mariner Wealth Advisors. Mariner serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and employer financial-wellness tools, using discretionary, customized portfolios supported by in-house research and third-party managers.

Carol Liversedge is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Siebert Investment Advisors, Inc. and Muriel Siebert & Co., Inc. Additionally, she serves as co-trustee of the Kathleen Rhodes Revocable Trust and co-manager of Rhodes Family LLC. 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 including asset management, consulting, and retirement services, with advisory approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

Savannah Lewis is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at The Ohio State University and the Riverbend Music Center. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.