Ethan Kirk is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Charles Schwab & Co., Inc. Outside of finance, his background includes roles in hospitality and cultural programs. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a combination of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers.

Zi Wang is a CFA® charterholder affiliated with Focus Partners Wealth, LLC and has three years of industry experience. He previously worked at The Colony Group, LLC and New Providence Asset Management, LP. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing tax- and fee-sensitive long-term portfolio construction.

A.J. Kletkin is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to customize financial plans aimed at meeting their unique objectives and aspirations for both short and long term goals. He emphasizes earning clients' trust through competence and reliability. Prior to his current position, A.J. Kletkin worked in Energy Derivatives Sales & Trading at BNP Paribas from 2019 to 2023. His professional experience encompasses both financial consulting and energy derivatives markets. Outside of his professional life, A.J. Kletkin has personal interests in comedy, fitness, food, pets, and traveling.

Kellen Hirayama is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity in various advisory roles. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard for its advisory services and manages portfolios ranging from model-based to customized strategies.

Michael Obrien Jr. is a financial advisor with Stratos Wealth Partners, Ltd in Garden City, NY, holding a Series 63 designation and 14 years of industry experience. He previously worked at MetLife Securities Inc. before joining Stratos and LPL Financial in 2017. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians.

Asmir Redzematovic is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials. He has been with Citibank since 2016. 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 both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles.

Christopher Leddy is a financial advisor at Wealthspire Advisors with five years of industry experience. He holds the Series 65 designation and previously worked at Lenox Wealth Advisors, LLC from 2018 to 2022. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation approach implemented through a diversified mix of investment vehicles and subject to centralized due diligence and oversight.

Andrea Avitabile is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including eight years with Fidelity Personal and Workplace Advisors and a decade with Fidelity Brokerage Services LLC. He currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from internal and third-party managers.

Raul Nazario Gonzales is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at First Republic Investment Management, J.P. Morgan Securities, and JPMorgan Chase Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research.

Raju Punnoose is a financial advisor at Osaic Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc., J.P. Morgan Securities, Chase Investment Services Corp., Citigroup Global Markets, and Citicorp Investment Services. He is also active as a financial consultant with Ridgewood Savings Bank. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with extensive affiliations across its enterprise.

Richard Davidman is a financial advisor at Commonwealth Financial Network in New York, NY, with over 41 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth since 2011, previously serving at Element Financial and currently leading Davidman Financial Network since 2020. Outside of his advisory work, he is president and owner of DFN Gallery, a contemporary art gallery. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including managed portfolios and retirement plan consulting, while offering operational, compliance, and practice-management support to its affiliated advisors.

Nicholas Smith is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Lazard Asset Management LLC and Merrill Lynch. Prior to his advisory career, he spent two years at Cornell University's S.C. Johnson Graduate School of Management and five years at Bessemer Trust. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Mya Abate is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Her prior experience includes roles at A&M Financial Services LLC and involvement with LiLuxe LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, offering comprehensive wealth management and investment services through an institutional-style asset allocation framework and tailored client solutions.

Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

Chi Mak is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Apple Bank for Saving, and Infinex Investments, Inc. He is currently based in New York, NY. 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 TDIS clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers, utilizing platforms from Envestnet and custodians such as Pershing.

Michael Kelter is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. He has been with First Manhattan Co. since 2014. Kelter holds a Series 63 designation. Outside his advisory role, he serves as a board member for International Literary Properties, which acquires and manages literary and book-based intellectual properties. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Nicholas Pepitone is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at TD Bank, N.A. and earlier employment at Dominick's Bakery Cafe. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs strategic and tactical asset allocation through various TD Managed Portfolios and utilizes both affiliated and third-party sub-managers.

Jessica Wasserman is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at KEMA Partners LLC, Electa Capital, Qualitas, and State Street Global Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates unique market roles including in-house research, swap dealer, and futures commission merchant activities.

Daniel Paikin is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, Paikin is involved in marketing activities through Tempus Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Napatt Nirundorn is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. Outside his advisory role, he works part time as a tennis instructor at East Hampton Indoor Tennis. 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 provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through its integrated Private Advisor model and the Rockefeller Global Investment Management platform.