Benjamin Clammer is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 13 years of industry experience. He previously worked at J.P. Morgan Securities and JPMORGAN CHASE Bank NA. He has been with First Manhattan Co. since 2018. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented equity and fixed-income portfolios, tailoring advice to individual client objectives and integrating wealth planning with portfolio management.

Matthew Voss is a financial advisor at RBC Rochdale, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at CNR Securities, LLC, Schroders Investment Management, Atlas Search, and Hurley Partners. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and various institutional clients. The firm uses an active, multi-strategy investment process combining quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, sub-advisory services, and other investment management solutions.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Christina Lin is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Eagle Strategies since 2023 and has prior experience with ABI FI Corp., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, she works as a certified translator providing services to New York State agencies. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Samuel Katz is a CFP® certified financial advisor with over 31 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2018. In addition to his advisory work, Katz is a CPA providing tax and accounting services for individuals, businesses, partnerships, and trusts. Park Avenue Securities 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 proprietary model portfolios, third-party managers, and digital advice platforms to implement varied investment strategies.

Adam Mizrahi is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at First Manhattan Co. LLC with one year of industry experience. His prior roles include positions at Blue Investment Group and Point72 Asset 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, tailoring advice to client objectives with individually managed portfolios that may combine active and passive investments.

Cooper Smith is a CFP® professional with one year of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC. Prior to joining First Manhattan, he worked at Carnegie Investment Counsel and Capital Financial Advisors of New York, LLC, among other roles. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning with portfolio management.

James Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs, broker-dealer execution, and custody services, employing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Victoria Amyot is a Certified Financial Planner (CFP®) with 15 years of industry experience. She currently works at First Manhattan Co. LLC, where she has been since 2022. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and other financial firms. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth clients, including individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven value-oriented portfolio management, combining active and passive investment strategies tailored to client objectives.

Gail Litchfield is a financial advisor at Oppenheimer with 23 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney, Merrill, and Wells Fargo Advisors. Oppenheimer serves a diverse client base ranging from individuals to corporations and charitable organizations, offering a variety of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across multiple investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Abel Joseph is a financial advisor at Primerica Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2022 and Guardian/GHF since 2021. Outside of his advisory role, he works part-time as a health agent for Anthem BCBS and also engages in part-time work with Instacart. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm uses a range of investment strategies including proprietary model portfolios and third-party managers, supporting various account types and lending solutions.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas. Walsh is also involved in JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and third-party asset management programs.

Ann Marie Gunther is a Series 66 credentialed financial advisor at Rockefeller Financial LLC with 13 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Bank of America, and Merrill. She is currently based in New York, NY. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services through an integrated Private Advisor model and consolidated investment platform.

Jake Karp is a financial advisor at Kestra Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney, JPMorgan Chase Bank, and Merrill Lynch. Karp also serves as a Senior Wealth Manager at Wealth Preservation Solutions, advising clients on wealth planning and investment strategy in coordination with estate plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Shari Reffsin is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. She holds the CFP® designation and Series 63 license. Her prior experience includes roles at Orazio Financial Services and National Planning Corporation. Outside of her advisory work, she is the managing director and owner of Divorce Financial Consulting Services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, serving both retail and institutional clients.

Michael Klotz is a CFP® professional with 31 years of industry experience, currently serving at Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and First Level Capital, Inc. In addition to his advisory work, Klotz sells collectibles through eBay. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

Matthew Spergel is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as Co-Treasurer of the Naramake PTA. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types.

Scott Martin is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience and previously worked at ConnectOne Bank and Planning Alliance. Outside of finance, he has experience in the food service industry working at Pizza 1 Haskell. Guardian Life's subsidiary, Park Avenue Securities LLC, serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations by offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Gregory Pappicco is a CFP®-credentialed financial advisor at Rockefeller Financial LLC with 17 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Bank of America, where he worked for over a decade. Outside of his advisory duties, he serves as Treasurer for the Bergen County Model Railroad Club in New Jersey. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer offering a range of investment and placement services.

Kiet Hua is a financial advisor with Eagle Strategies (New York Life) based in White Plains, NY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Eagle Strategies since 2016 and also works with NYLIFE Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans.