Shahid Malik is a financial advisor at PNC Wealth Management with 29 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital offering available by invitation to employees. The firm uses algorithmic risk assessments and delegates portfolio implementation to approved third-party strategists.

Lisandro Enferri is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers diverse investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including roles as a swap dealer and futures commission merchant.

Jerry Celentano is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Apple Bank, Infinex Investments, Santander Securities, and HSBC Securities. 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 provides customized advisory and financial planning services, offering both discretionary and non-discretionary account management with access to alternative investments and lending solutions.

Samuel Berger is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Fieldpoint Private. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations, supported by a network of over 400 independent investment adviser representatives. The firm provides a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements are in place.

Jonathan Ferguson is a CFA® charterholder and holds a Series 63 license with five years of industry experience. He has worked at Hightower Advisors since 2021 and previously spent four years at Alexandria Capital and fifteen years at FIC Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Christopher Mccann is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer & Co Inc since 2012. 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 including asset management, consulting, and retirement services, with advisory strategies spanning equity, balanced, and fixed-income portfolios delivered through discretionary and non-discretionary approaches.

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010, following a prior role at Equitable Advisors from 2003 to 2010. Outside of his advisory work, he owns and operates a multi-line insurance business, Chimney Rock Financial, focusing on insurance sales and service for multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Stephanie Wang is a Series 66 licensed advisor with Eagle Strategies (New York Life) based in New York, NY. She has seven years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2018, and previously worked at Caliber Associates. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers various program types tailored to client objectives and plan sponsor criteria, with the majority of its assets managed on a non-discretionary basis.

Mingzhe Jiang is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and is based in New York, NY. Jiang has been with Citigroup since 2006, spanning 20 years in various roles within the firm. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Paul Duwors is a financial advisor at Cerity Partners LLC in New York, NY, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Q32 Capital Management from 2015 to 2023 before joining Cerity Partners in 2023. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that includes quantitative screening, manager selection, and access to alternative and private market solutions.

Yin Fong Chu is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Arielle Lederman is a Series 65-licensed advisor at Mariner with three years of industry experience. She previously worked at Allen & Company and Arnold & Porter. Arielle serves as a Junior Council Steering Committee member for the American Museum of Natural History. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party allocations across a range of strategies, supported by tax and accounting integration and specialized operational capabilities.

Joseph Amicone is a financial advisor at Cerity Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Ayco Goldman Sachs from 2013 to 2022. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, manager selection, and both third-party and direct security strategies, alongside access to alternative and private market solutions for qualified clients.

Genna Grodin is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, she held roles at Macquarie and Merited Wealth and worked in business career services at the University of Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches, supported by internal standards and oversight committees.

Gabriella Henry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021 and previously worked at Bryant University for five years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging an integrated approach that includes strategic allocation models, manager selections, and a range of fee arrangements supported by both proprietary and third-party analytics.

Dana Valelly is a financial advisor with Wealth Enhancement Advisory Services, LLC in New York, NY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Citi and National Grid. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.

Brody Girsky is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation. He joined Cerity Partners in 2026 after completing ten years of full-time education. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and investment entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Joseph Chang is a CFP® with 26 years of experience in the financial services industry. He is currently with Empower Advisory Group and has held positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, Pruco Securities, LLC, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Robert Eichler is a CFP® professional with 33 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1993. He has maintained a long-term affiliation with Penn Mutual Life Insurance and holds multiple roles in insurance brokerage, including ownership of CCL Financial Group and involvement with other insurance enterprises. Eichler also serves as president of the board and faculty at the New York Center for Financial Studies and holds board memberships with organizations such as Finseca. Hornor, Townsend & Kent (HTK) provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, and charitable organizations. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing both discretionary and non-discretionary assets with a network of advisers and relationships with third-party asset managers.

Tara Carley is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with direct security selection and alternative investment solutions tailored to client-specific Investment Profiles.