Gustavo Treminio is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes multiple roles at TD Bank N.A. and TD Private Client Wealth LLC, as well as positions at Webster Investments and LPL Financial. 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 investors, utilizing a mix of affiliated and third-party investment managers alongside a systematic discretionary trading approach.

Pierson Friend is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He previously worked at The Colony Group for five years and New Providence Asset Management for eleven years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Christopher Mattern is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2020. Prior to this, he worked at RCL Advisors, LLC from 2015 to 2019. He holds the Series 65 designation and is based in New York, NY. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Tony Shen is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Outside of his advisory role, he translates master’s degree materials into Chinese for students at Columbia International University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and facilitates bespoke solutions for high-net-worth clients.

Terry James is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with New York Life and Nylife Securities since 2004 and 2005, respectively, and operates Terry James & Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services with a focus on tailored advice and predominantly non-discretionary asset management.

Tyler Flynn is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Brown Harris Stevens and has held various roles in education since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Douglas Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Wealth Services. Outside of his advisory work, he teaches bicycle safety as a cycling instructor for Bike New York. 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, combining large institutional scale with unique market roles and commercial arrangements.

Douglas Harkins is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for eight years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach with both affiliated and third-party managers and offers a variety of portfolio management and consulting services.

Patrick De Feciani is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Morgan Stanley and CitiGroup Global Markets Inc. 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 clients. The firm utilizes a combination of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers, supported by advisory technology platforms and third-party custodians.

Charles Wolff is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2012, with a brief tenure at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he has spent the majority of his career within the Goldman Sachs organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation platforms, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Richard Hoberman is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2018, and with New York Life Insurance Company since 2002. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, offering a range of program types including fee-based advice and retirement plan consulting.

Svitlana Girone is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Citigroup Global Markets and previously worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. She also serves as a referral agent for real estate transactions with Douglas Elliman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles that differentiate it from peers.

Robin Badanes is a CFP® certificant with 42 years of experience in the financial services industry. He is currently with Eagle Strategies (NY Life), where he has worked for 17 years, and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company. He previously operated Badanes Financial Associates for 10 years. Outside of his advisory work, Badanes serves as a board member for the cooperative housing organization at his residence in New York City. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored solutions, primarily managing assets on a non-discretionary basis within an integrated New York Life framework.

Luke Davis is a financial advisor at CIBC Private Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with seven years of industry experience. He has been with CIBC Private Wealth Advisors since 2012. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to create customized portfolios, employing a mix of proprietary and external strategies, including options hedges and structured notes.

Val Bianchini is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer & Co. Inc since 2003. He holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and provides advisory services that include equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Anthony D'angelo is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Penn Mutual Life Insurance Company, The Leaders Group Inc, Gideon, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he is involved in insurance brokerage and serves as proprietor of Aurelius Legacy Partners, a multi-line insurance firm, and holds a board position with Asset-Map Holdings, Inc., providing consulting and training services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a focus on tailored asset allocation and diversification strategies supported by third-party asset managers.

Robert Catalino is a Series 65-licensed financial advisor at Mariner with four years of industry experience. He previously worked at Andersen Tax before joining Mariner, where he has been since 2019. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations, also providing specialized services such as Core Family Office solutions and employer financial wellness tools.

Stacey Rosenson is a CFP® professional with eight years of experience at Wealthspire Advisors and three years at Joel Isaacson & Co., LLC, totaling 11 years in the financial industry. She is based in New York, NY. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering services such as wealth management, financial planning, and trust administration. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Amedeo Granata is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2003. Granata is also involved in life insurance brokerage through his role as an agent at Granata & Associates, focusing on life, health, disability, and long-term care insurance as well as retirement planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment and brokerage services supported by third-party asset manager relationships.

Irfan Pathan is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Golconda Partners, Jennison Associates, DebtSavvy, and other firms. Pathan is involved in creating custom life insurance solutions at Golconda Partners, focusing on products like variable annuities and variable life insurance. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, employing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.