Matthew Goldstein is a financial advisor with Guardian Life and Park Avenue Securities. He holds a Series 66 designation and has two years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2021, as well as a position at Gerson Lehrman Group prior to that. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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 access to proprietary and third-party advisory solutions tailored to client needs.

Jan Getto is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Capital Corp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory model separates one-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Eric Halpern is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at New York Life Investment Management LLC since 2011 and New York Life Insurance Company since 2017. Halpern has been with Eagle Strategies since 2018. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Taylor House is a financial advisor with TD Private Client Wealth LLC in New York, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, Taylor worked at TD Bank and The Walt Disney Company. Outside of his advisory work, he operates an online resale business specializing in collectible items under the name House of Mouse. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes a combination of strategic and tactical asset allocation across affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Adiz Fernandez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and is based in New York, NY. Fernandez has worked at Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and swaps dealing, supporting both discretionary and non-discretionary investment solutions.

Ryan Beattie is a financial advisor at Guardian Life with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Guardian Life and its affiliate Park Avenue Securities since 2020. Prior to this, he was employed at Joseph Colarusso's State Farm Agency, Inc. and Coast 2 Coast Insurance Agency, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Stephen Leit is a CFA® charterholder with 37 years of experience in the financial industry. He joined Cerity Partners LLC in 2026 after a long tenure at Shufro, Rose & CO., LLC. He holds Series 63 and Series 65 licenses and is based in New York, NY. Cerity Partners serves a diverse client base including individuals, families, institutions, and private funds, offering customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Christopher Reda is a financial advisor with TIAA‑CREF, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Morgan Stanley, Harrisdirect LLC, and E*TRADE Capital Management LLC. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA‑administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-based solutions, and serves as adviser to a donor-advised fund.

Bryan Bielawski is a CFA® charterholder with 16 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following eight years at Traust Sollus Wealth Management, LLC. Bryan is based in New York, NY. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm follows a globally diversified, risk-appropriate investment approach using a mix of low-cost ETFs, index funds, and other strategies, supported by educational programming and integrated service platforms.

Benjamin Sullivan is a financial advisor with Wealthspire Advisors in New York, NY, holding a Series 65 designation and five years of industry experience. His background includes positions at Beacon Bridge Wealth Partners and Villanova University, along with six years working in middle and high schools. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets with around 220 advisors and nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework implemented through mutual funds, ETFs, private investments, and separate account managers under centralized due diligence and investment committee oversight.

Sandra Rojas is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Chase Investment Services Corp. Outside of her advisory work, she manages rental properties owned by family members. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and provides specialized solutions including derivatives services and bespoke discretionary management.

Evan Wohl is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Wohl serves on the advisory board of Hoppe Gala, a nonprofit organization. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supporting tailored client relationships across a range of financial planning and consulting services.

Terry Zhang is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He has held positions at Citigroup since 2017 and previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2013 to 2017. He holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering comprehensive investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including roles as a swap dealer and futures commission merchant.

Harrison Dale is a financial advisor with Rockefeller Financial LLC holding a Series 66 designation and six years of industry experience. He has previously worked at First Republic Securities Company, First Republic Investment Management, BNY Mellon, and Commonwealth Diagnostics. Dale studied at Columbia University in New York City from 2015 to 2019. 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 portfolio management, financial planning, and consulting services while also operating as a registered broker-dealer, providing a range of investment and placement services through its Private Advisor model and consolidated investment platform.

Michael Ringel is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked extensively with Guardian Life since 2014 and joined Park Avenue Securities in 2022. In addition to his advisory role, he provides accounting, tax, and consulting services through his CPA practice. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of integrated financial and consulting services.

Carol Dahl is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Citigroup Global Markets since 2007 and at Morgan Stanley Smith Barney since 2009. 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 through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. Outside of advisory, he is involved in managing a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, and charitable organizations, with a range of program types from client-directed to fully discretionary. The firm’s investment process integrates strategic and tactical asset allocation supported by HSBC Global Asset Management and employs multiple affiliated providers for fund selection and portfolio monitoring.

Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Julia Mcclung is a financial advisor with Eagle Strategies (NY Life) in New York, NY. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Mcclung has been with Eagle Strategies and affiliated New York Life companies since 2009. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored advice and offers multiple program options, with most assets managed on a non-discretionary basis.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 63 designation with five years of industry experience. His prior work includes six years at Graypoint LLC (formerly JNB Advisors) and eight years at Bender Lane Advisory. Cerity Partners advises a broad client base that includes individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, and institutional investors. The firm offers customized wealth management services through a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.