Robert Mante is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked at infinex Investments, Inc. since 2016 and Amalgamated Bank since 2011. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party manager arrangements.

Jeffrey Fahs is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including six years at Citigroup and six years at J.P. Morgan Securities prior to that. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and provides specialized solutions for high-net-worth and institutional clients.

Sofia Taveras is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and unique market roles.

Derek Olsen is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs - Ayco for 22 years and Graypoint LLC for 4 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes 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, emphasizing diversified asset allocation and customized portfolios.

Elizabeth Bond is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at Tokio Marine and Starbucks. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Ryan Zhao is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and having eight years of industry experience. He has worked at several affiliates of HSBC since 2017 and also has prior experience at Wells Fargo Bank. Zhao holds a concurrent role 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. offers managed account programs catering to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process involves strategic and tactical asset allocation supported by affiliated global asset management and fund selection teams, serving diverse client needs with specialized program features.

Susan Reese is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Graypoint LLC, Bender Lane Advisory, LLC, and Robertson Stephens Advisors. Outside of her advisory role, she serves as trustee for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, foundations, endowments, and other institutional clients. The firm offers customized portfolios with diversified asset allocation and a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Dominic Milito is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Private Client Wealth LLC since 2016. 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 (US) clients, combining strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers.

Jill Reiter is a CFA® charterholder with 14 years of industry experience. She has worked at First Manhattan Co. LLC since 2020, following prior roles at Invesco and Oppenheimerfunds Distributor, Inc. before a brief period away from the industry. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with various institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with tailored advice delivered through individually managed portfolios.

Maya Spaulding is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and previously worked in education at Gwinnett County Public Schools and New York University. Outside of her advisory role, Spaulding creates and sells handmade ceramic pieces through her small business, MJS Ceramics. 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 unique market roles, including swap dealing and futures commission merchant activities, supported by internal research and oversight committees.

Caren Chabora is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. Her work history includes roles at TD Bank N.A., Wilmington Trust, NA, and Wells Fargo Clearing Services. 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, offering portfolio management, financial planning support, and custody services through a mix of affiliated and third-party sub-managers.

Martin Squicciarini is a financial advisor at HSBC Securities (USA) Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA, N.A. since 2016, along with prior roles at Citigroup Global Markets and Morgan Stanley. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated asset management and fund selection firms to provide ongoing portfolio monitoring and management.

Leam Cohen is a financial advisor with Rockefeller Financial LLC based in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and WarnerMedia, among other firms, before joining Rockefeller Capital Management and Rockefeller Financial LLC. 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, operating uniquely as a registered broker-dealer that provides securities transactions, insurance products, and investment banking services through a consolidated investment platform.

Ian Kansky is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 20 years of experience in the financial services industry. He has worked at both firms since 2014 and 2015, respectively. Kansky is also involved in public speaking on financial wellness topics. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including digital solutions and tailored financial planning services.

Mark Mulvoy is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, Mr. Mulvoy serves as a manager for a client-owned LLC, a non-investment activity for which he receives no compensation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients and employs a diversified, asset-allocation-driven approach that includes both active and passive strategies, third-party manager allocations, and private fund management.

Wai Yee Hijuelos is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2018, with prior experience at Scottrade, Inc. from 2009 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory programs and custodial services.

Carol De Pena is a financial advisor with First Manhattan Co. LLC, holding a Series 66 designation and six years of industry experience. She has worked at First Manhattan Co. since 2019 and was previously employed by Capital One Bank from 2015 to 2019. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive fund investments and integrating wealth planning with portfolio management.

Gian Carlos Ng Zheng is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill, JPMorgan Chase Bank, HSBC, and Citibank. Outside of his advisory work, he is involved in an AI training business focused on improving educational content related to bilingualism and bias mitigation. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments with a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and market roles that distinguish it from peers.

Jordan Aylesworth is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fidelity Investments. 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, offering portfolio management, financial planning, and custody services through a mix of affiliated and third-party investment managers.

Matthew Maher is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, E*TRADE Securities, and Ameriprise Financial Services. Prior to his financial career, he spent two years working at Yelp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing management through various programs, including customized portfolios managed under client-approved investment policies.