Emilio Fernandez is a Series 66 licensed financial advisor with Primerica Advisors based in New York, NY. He has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2024. Prior to his current roles, he was involved with ELLI Travel Group, Recsports, Larchmont Shore Club, and Larchmont Youth Soccer. Park Avenue Securities serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account services such as lending and donor-advised funds.

Dennis Baum is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Baum serves as a board member for Selfhelp Community Services and the Leo Baeck Institute and acts as co-trustee for multiple family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Alexandra Niederhelman is a CFP® with 14 years of industry experience, currently with Janney Montgomery Scott in New York, NY. She has been with Janney since 2017 and previously worked at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Benjamin Sax is a financial advisor at Corient with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, and Kore Private Wealth. Sax serves as a board member of the Anti-Defamation League, a civil rights organization, where he participates in a subcommittee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments when appropriate.

Kevin Rabbitt is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Gyungnam Kang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2017. Prior to joining Citigroup, he worked at Bonchon Franchise LLC for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and operates with institutional scale, providing both discretionary and non-discretionary solutions.

Spencer Friedman is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. His background also includes roles with SportsGrid and the University of Maryland Alumni Association. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering wealth management, investment advisory, financial planning, and family office support. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various asset classes and ongoing portfolio reviews.

Peter Curtin is a financial advisor at HSBC Securities (USA) Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2013. Curtin also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm employs a diversified investment process using multiple risk profiles and partners with affiliated and third-party providers for fund selection and account services.

Duncan Parsley is a financial advisor with TD Private Client Wealth LLC in New York, NY. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior work includes roles at JPMorgan Securities LLC and TD Bank N.A. 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 constructs portfolios through a combination of strategic and tactical asset allocation, utilizing both affiliated and third-party sub-managers.

Frances Jung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has been with Citigroup since 2018, following earlier roles at Michael's and Circle In the Square Theatre School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Steve Condos is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities, and Morgan Stanley in various roles from 2009 to 2026 before joining Janney in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and advisory programs utilizing both in-house and third-party portfolio management.

Caillen Fort is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JP Morgan Chase Bank and Morgan Stanley. Outside of his advisory role, he is the owner of Champeonscript, Inc., a publishing company established to manage sales proceeds from his self-published novel focused on adolescent decision-making. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals and various entities, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing discretionary management with an emphasis on fiduciary standards across its advisory services.

Jason Holbrook is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He joined the firm in 2025 and has no prior industry experience. His work history includes roles in education and staffing, as well as involvement with a local baseball organization and a food service business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary account available by invitation to employees. The firm utilizes algorithm-driven model selection and manages investments through mutual funds and ETFs with annual rebalancing.

Catherine Keane is a financial advisor at TIAA-CREF with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 1991. Outside of her advisory role, she is a co-owner of a second home used as a rental property. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model portfolios or customized solutions.

Nicole Fox is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously spent seven years at AJ Wealth. Nicole is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments. Cerity customizes portfolios based on client profiles, emphasizing diversified asset allocation and employing both proprietary quantitative screening and third-party managers.

Justine Li is a financial advisor with RBC Rochdale, LLC, holding a Series 65 designation and one year of industry experience. She has worked at CNR Securities, LLC since 2017 and previously was employed at the University of Scranton for one year. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm uses a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis to create tailored portfolios across various asset classes.

Berenice Dupiton is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2022 and has prior work experience including a role at All Star Security. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles.

Cynthia Wong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. She has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Katrina Luca is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at IBM and WFGIA and maintains an active CPA license, occasionally assisting friends with tax preparation. Transamerica Financial Advisors, LLC serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers to implement investment strategies.

Alexander Dinklage is a financial advisor at Hightower Advisors in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Empower Financial Services and Champlain Investment Partners, as well as corporate experience at Fortinet. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers with access to various investment vehicles and proprietary research.