John Murphy is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 44 years of industry experience, including roles at LPL Financial and Merrill. Outside of his advisory work, he serves as a volunteer firefighter for the Morris Township Fire Department. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing discretionary and non-discretionary management, various investment strategies, and technology platforms, often implementing advice through third-party managers and TAMPs.

Max Kimmel is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Kole Schleimer is a financial advisor at Oppenheimer with seven years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2019. In addition to his advisory work, Schleimer has been involved with K&S Solutions LLC and Cleat Shield LLC since 2015 and previously worked at Kean University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a variety of programs across equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary advisory services.

Brian Rosevear is a financial advisor at Citigroup Global Markets with eight years of prior experience at Morgan Stanley. He holds a Series 66 designation and is based in New York, NY. 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, derivatives services, and bespoke solutions for very large relationships.

Adam Fried is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a combination of discretionary and non-discretionary managers within a large integrated financial group.

Christian Hawkinson is a financial advisor with TIAA-CREF, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Prior to joining TIAA in 2020, he worked at Wells Fargo Bank from 2016 to 2020. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through model or customized portfolios managed under fiduciary standards.

Donna Donaldson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Outside of her advisory role, she is a self-published author focused on Christian-themed works. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Stephanie Parente is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Fritz's and Magic Fountain. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections with various implementation platforms, leveraging the broader Goldman Sachs ecosystem to provide comprehensive financial solutions.

Andrew Barnes is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Liquidnet Europe and has been with Citigroup since 2017. Barnes is co-founder of Sameday, LLC, a consumer services company, where he contributes to market research and business development outside of securities trading hours. 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 with internal oversight and provides bespoke solutions for large relationships, combining institutional scale with unique market roles.

Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

William Antone is a CFP® professional with 13 years of experience in the financial services industry. He currently serves as an advisor at Goldman Sachs Wealth Services, where he has worked since 2018. Prior to joining Goldman Sachs, he held roles at The Ayco Company LP and The MDE Group, Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Executive Wealth programs, integrating capabilities across the broader Goldman Sachs organization.

Victoria Curreri is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles with Goldman Sachs & Co. LLC and community involvement with multiple youth sports organizations and Iona University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs. The firm employs strategic and tactical allocation models and integrates research and implementation tools across the broader Goldman Sachs ecosystem.

Michael Finetti is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. He previously worked at UBS Financial Services and Key Client Fiduciary Advisors, and his background includes four years at the University of Delaware and West Essex High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and private funds, providing investment management, financial planning, retirement consulting, and access to various investment platforms. The firm offers discretionary, customized portfolios supported by an Investment Committee and emphasizes tax and accounting integration, as well as administrative family office services.

James Costello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. and TD Ameritrade. Outside of his advisory role, he is involved with 76 Wealth Advisory LLC, a business offering insurance services. Osaic Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, retirement plans, and sovereign wealth funds. The firm offers a range of investment programs, financial planning, and access to alternative investments, utilizing both fundamental and technical strategies alongside platform integrations and third-party managers.

Lee Piccarelli is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with HSBC Securities and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types from client-directed to fully discretionary, utilizing model risk profiles and a combination of strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Cyrielle Rivera is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has held roles at New York Life Insurance Company, Nylife Securities LLC, Elle Financial Strategies, and The Firm Financial Group, LLC. Rivera is the founder of Boss Lady, a networking group that organizes educational seminars and events for professional women. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial majority of its assets on a non-discretionary basis, working extensively within the New York Life affiliate structure.

Steven Nikolopoulos is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as the parish council president for Annunciation Greek Orthodox Church in Stamford, CT. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Aaron Liberman is a financial advisor at Steward Partners Investment Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and Steward Partners’ affiliated entities. He is also the owner of The S&L Group, a non-investment-related support company. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Frank Petrone is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory role, he is also an owner of a non-investment related rental business. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. Their investment approach utilizes approved model strategies managed by PNC or third-party strategists, with portfolio implementation and proxy voting delegated to external providers.

Michael Lozano is a CFA® charterholder affiliated with TIAA-CREF. He has been with the firm since 2014 and has one year of experience specifically under the TIAA-CREF entity. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios and customized solutions within a vertically integrated structure.