William Kelsey is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 designation and 12 years of industry experience. His background includes roles at HSBC Securities (USA) Inc. and Santander Securities LLC, as well as a position at New York Brain Spine and Joint. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time financial planning and ongoing discretionary management through model and customized portfolios.

Darius Brummell is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citi since 2020. His prior roles include positions at Intercontinental Capital Group d.b.a Fellowship Home Loans and various academic institutions. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, brokerage, and custody services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles including operations as a swap dealer and futures commission merchant.

Jack Zahl is a CFP® with 32 years of industry experience and has been with Oppenheimer since 2015. Prior to joining Oppenheimer, he worked at Wells Fargo Clearing for one year. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include both discretionary and non-discretionary management, with an emphasis on strategic and tactical asset allocation, manager selection, and customized consulting.

Kenneth Lynn is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Kings Point Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Harvey Ross is a financial advisor at Oppenheimer with 46 years of industry experience. He holds the Series 63 designation and has worked at Fahnestock & Co., Inc. since 1990. Ross serves as a trustee and co-chair of the investment committee for the Phillips Collection, a nonprofit museum in Washington, DC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services, managing both discretionary and non-discretionary assets, and maintains custody of client assets as a qualified custodian.

Jaclyn Bedford is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 66 registrations and offering 15 years of industry experience. She has been with Oppenheimer & Co Inc since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and maintains custody of client assets as a qualified custodian.

Christopher Lane is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with various specialized market roles and commercial arrangements.

Pamela Nelson is a CFA® charterholder with 13 years of industry experience, currently serving at RBC Rochdale, LLC in New York, NY. She has worked with Rochdale Investment Management and Rim Securities LLC since 2012 and has been affiliated with City National Bank since 2005. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across a range of asset classes.

Bradford Peck is a financial advisor at Mariner with 37 years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Taurus Asset Management, LLC and Western International Securities, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and accounting services.

Brian Mirman is a Series 66-registered financial advisor at Corient with two years of industry experience. Prior to joining Corient in 2025, he worked at Northwestern Mutual Investment Services LLC, James Pruitt, Prudential, and ThinkEquity LLC. Outside of financial services, he has experience mentoring through the Kelley to Kelley Mentoring Program and has worked in the food service industry. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Daniel Wu is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch Wealth Management, J.P. Morgan Securities, and Northwestern Mutual Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including acting as a swap dealer and futures commission merchant.

Marissa Nece is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in New York, NY. She previously worked at Fidelity Brokerage Services LLC for six years before joining Mercer in 2022. Mercer Global Advisors provides investment advisory services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios, using a blend of low-cost ETFs, index funds, separate account managers, and alternative investment options.

Abraham Bitton is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at major firms including JPMorgan Securities and Morgan Stanley. He has been with Citigroup since 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs a multi-asset, multi-manager approach and combines institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Candida Hinton is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 15 years of industry experience. Her background includes roles at Milbank LLP and ArentFox Schiff LLP, along with ongoing involvement in real estate through Candle Properties. She is also a published author operating under Sparks Fly. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both fee-based advisory programs and commission-based brokerage and insurance products.

Charles Boettcher is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 13 years of industry experience. He has been with City National Rochdale, RIM SECURITIES, and City National Bank since 2012 and 2007, respectively. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across a range of equity, fixed income, real assets, and alternative investments.

Jeremy Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with TIAA and TIAA-CREF since 1997 in Melville, NY. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolio options and acts as adviser to a donor-advised fund.

C Risque Downes is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill for 19 years before joining Citizens Securities in 2024. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Eden Demar is a Series 66-registered financial advisor with Citigroup Global Markets in New York, NY, where he has worked since 2007. He has 24 years of industry experience. Outside of his advisory role, he is a managing member of PHILADAISY LLC, a business investment entity, though he does not devote time to this activity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains atypical market roles such as operating as a swap dealer and futures commission merchant.

Alberto Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of finance, he owns Hollahood Entertainment Corp, a company involved in fashion, film, and music production, and holds three registered trademarked fashion labels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Marc Shapiro is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Park Avenue Securities since 2011 and has been affiliated with Guardian Life Insurance Company and Strategies for Wealth since 2010. In addition to his advisory roles, Shapiro operates a law office representing clients in residential real estate transactions. Park Avenue Securities serves a diverse 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 a mix of proprietary and third-party investment strategies across various account types.