Mallory Findley is a financial advisor at Rockefeller Financial LLC in New York, NY, with five years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes roles at Rockefeller Capital Management, Morgan Stanley, UBS Financial Services, and several other financial firms. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through a consolidated investment platform.

Joshua Marans is a CFA® charterholder with 18 years of industry experience. He has been with First Manhattan Co. LLC since 2012. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as for trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive investments and often integrating wealth planning alongside portfolio management.

Christopher Weber is a financial advisor at Guardian Life with 16 years of industry experience. He holds a Series 66 designation and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2009. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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 programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Alexander Les is a CFP® and holds a Series 63 license with 25 years of industry experience. He is currently with Kestra Advisory, having joined in 2024, and previously worked at Barclays Capital Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent selling life, disability, and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving approximately $79.8 billion in assets under management and clients such as sovereign wealth funds.

Deborah Waldman is a financial advisor at First Manhattan Co. LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Manhattan Co. since 2011. Outside of her advisory role, she is involved in a ski rental business in Vermont. First Manhattan Co. provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, and institutional clients. The firm uses a long-term, research-driven, value-oriented investment approach and typically integrates wealth planning with portfolio management.

Crystal Smolinski is a financial advisor at First Manhattan Co. LLC with a Series 65 designation and over 30 years of industry experience, including a 30-year tenure at Grand-Jean Capital Management prior to joining First Manhattan in 2025. Based in New York, NY, her career spans multiple decades in investment management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating wealth planning alongside portfolio management.

Kristin Merrick is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Morgan Stanley Bank and Raymond James Financial Services before joining Kestra in 2020. She is co-founder of Women Work F#cking Hard, a platform focused on connecting women with resources through events and webinars, and serves on the boards of the Ridgewood YMCA and House of Puff, providing strategic and fundraising guidance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors and sovereign wealth funds. The firm provides fiduciary services, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Sharon Paul Jordan is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Wells Fargo Clearing. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm employs a Private Advisor model and offers a consolidated investment platform delivering discretionary, non-discretionary, and model-based portfolio solutions across multiple asset classes, alongside broker-dealer services and alternative investment placements.

Marc Bean is a financial advisor at Citigroup Global Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, such as acting as a security-based swap dealer and futures commission merchant.

Stephen Lierman is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, MML Investors Services, and Mass Mutual Life Insurance Company. 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, leveraging technology platforms and a range of investment methods while utilizing third-party managers and TAMPs.

Frank Wong is a CFP® professional with 43 years of industry experience. He has been with Independent Financial Group, LLC since 2017 and previously worked at National Planning Corporation and Mass Mutual Investors Services. Outside of his advisory role, he volunteers as a part-time teacher at Hunter College and provides tax preparation and insurance services through his independent activities. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm and third-party models.

Aubrey Foerster is a CFA® charterholder with nine years of experience in the financial industry. He has worked at City National Rochdale since 2017 and was previously employed at City National Bank. Foerster is based in New York, NY, and holds a Series 63 license. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach combining quantitative screening, statistical modeling, and fundamental analysis to create tailored portfolios across equity, fixed income, real assets, and alternative investments.

Christopher Redmond is a financial advisor with Guardian Life and holds a Series 66 designation. He has been in the industry for one year and has prior experience as a firefighter with the Fire Department City of New York. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Jonathan Blinken is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He serves on the boards of American Friends of Bar Ilan University and Sharsheret, contributing to their governance outside of investment activities. He is also involved with a technology company, Zero Eyes, which applies AI to CCTV systems. 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 management with model-based strategies and provides a range of financial planning and consulting services supported by proprietary and third-party platforms.

Andre Reichenstein is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022, following a 12-year tenure at Credit Suisse Securities (USA) LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees to select and monitor managers.

Raelynn Harlach is a ChFC® credentialed financial advisor with 19 years of industry experience, currently with Valic Financial Advisors. Her prior experience includes roles at Agia and Prudential-related firms. She also works as an agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, providing portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

Benjamin Groveman is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 credential and 11 years of industry experience. He has been with First Manhattan Co. since 2015. Outside of his advisory role, he serves as Treasurer for his condominium homeowners association and is president of two investment-related entities, FC Wythe Partners LLC and Revolve Partners I, LP, both involving administrative responsibilities without compensation. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management and typically integrates wealth planning alongside portfolio management.

Kevin Ellman is a CFP® with 35 years of experience in financial advisory services. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC and Wealth Preservation Solutions since 2006. Outside of his advisory work, Ellman performs as a drummer and serves on the finance committee of a golf club, in addition to his role as a director of the Spirit of Harmony Foundation where he participates in event hosting and fundraising. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Matthew Torres is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citibank. Outside of finance, he has experience in tutoring and worked briefly at McDonald's. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a range of advisory options, including a digital advisory program and a Managed Account program, and operates as both a broker-dealer and insurance agency.

Erik Riley is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 designation and has been in the industry since 2023, with prior experience at firms including Stop & Shop and SelectCARE. Outside of finance, his background includes roles at MetLife Stadium and AWP Safety. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk profiles.