Thomas Theodorou is a financial advisor at Oppenheimer with a Series 66 license and four years of industry experience. His prior positions include roles at Bank of America, Merrill, and Transatlantic Reinsurance Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Jason Klager is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently affiliated with HSBC Securities (USA) Inc. and has held roles there since 2013, also serving as a Bank Officer for HSBC Bank USA, N.A., an affiliate of the firm. Klager’s career includes over a decade of continuous service within the HSBC organization. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, from client-directed to fully discretionary portfolios, and employs a structured investment process that incorporates strategic and tactical asset allocation in collaboration with HSBC Global Asset Management and other affiliated providers.

James Lowe is a financial advisor at Oppenheimer in New York, NY, with nine years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017. Prior to his advisory role, he spent four years at the University of Louisville. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Robert Schwartz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Paul Tuomey is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BlackRock Fund Advisors and Eagle Strategies, and he has a background as a basketball official for college contests outside of market hours. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on clients’ goals and risk tolerance.

Giancarlo Barone is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Barone serves as a board member for the Seton Hall Preparatory School Alumni Association. 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 through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer.

Anthony Mazzei Sr. is a financial advisor at Guardian Life with the designations ChFC®, Series 63, and Series 65, and has 44 years of industry experience. His career includes long-term roles with Guardian Life and its affiliates, including Guardian Investor Services LLC and Park Avenue Securities. Outside his advisory work, he is involved with several entities under the National Financial Network umbrella and the Foundation for Charity for NFN. Guardian Life’s affiliate, Park Avenue® Wealth Management, provides both brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored client solutions, combining advisor-led discretionary management with model-based strategies and a variety of proprietary and third-party programs.

Shannon Graziano is a financial advisor with Cerity Partners LLC in New York, NY. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Cerity Partners, she worked at Merrill, Goldman Sachs, Lucia Boutique, Power Distributors, and New York Life Company. Cerity Partners advises 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, combining proprietary quantitative screening with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Joel Field III is a CFP® professional affiliated with Eagle Strategies (NY Life) in New York, NY, with 18 years of industry experience. He has been involved with Eagle Strategies since 2010 and operates Field Financial Strategies, LLC, which provides services related to New York Life products and insurance brokering. Outside of his advisory work, Joel pursues oil painting and volunteers as a spiritual teacher and preacher for various churches. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated structure alongside New York Life affiliates.

Leigh Moglia is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms including Morgan Stanley, Lebenthal Wealth Advisors, Yorkbridge Wealth Partners, and PURSHE KAPLAN STERLING INVESTMENTS. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Matthew Martinez is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rockefeller Capital Management and Morgan Stanley. Prior to his financial career, he held teaching positions at Pace University, University at Albany, and multiple schools in New York. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a Private Advisor model and an integrated investment platform that includes equities, fixed income, and alternatives.

Benjamin Emery is a financial advisor with Rockefeller Financial LLC in New York, NY. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at firms including Alphasights, Dane Street, and Equity Quotient. Emery’s background also includes roles at Middlebury College and Noble and Greenough School. 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 with capabilities in securities transactions, variable insurance products, and investment banking.

Bhanmattie Ramasar is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at HSBC Bank USA NA for 20 years before joining Citi in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Jordan Eidelkind is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, he held roles in various sectors including healthcare technology, hospitality, and music. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Benjamin Myers is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elysium Management LLC, Overbrook Management Corp, and Pzena Investment Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

David Orsolino is a CFP® with 27 years of industry experience, currently serving at Guardian Life and Park Avenue Securities, where he has worked since 2005. He operates a personal business entity, DavidOrsolino.com, Inc., established to manage commissions and staff bonuses. Additionally, he acts as a trustee of an irrevocable trust. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, integrating proprietary and third-party platforms.

Robert Casolaro is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving those with existing TIAA-administered employer retirement relationships. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios or customized solutions depending on the program.

Kevin Vega is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citiprivate Bank since 2019, following 13 years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale capabilities including in-house research, swap dealing, and futures commission merchant services.

Asghar Kazim is a CFP® and ChFC® financial advisor with over 30 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, holding roles at both firms since 2010 and 2017 respectively, and has worked with Regent Financial Group since 2008. Kazim serves on the board of the American Pakistan Foundation. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Marielle Schurig is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Lindbrook Capital, UBS Financial Services, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to various investment vehicles including mutual funds, ETFs, and alternative investments.