Carol Dahl is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Citigroup Global Markets since 2007 and at Morgan Stanley Smith Barney since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., TD Ameritrade, and Cetera Investment Services LLC. Outside of advising, he is an owner and partner in a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies supported by HSBC Global Asset Management and third-party providers.

Eric Blumencranz is a financial advisor with Kestra Advisory Services, LLC, holding a Series 63 designation and over 28 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2015 and is also the managing director of BWD Group LLC. Outside of advisory roles, he serves on multiple boards, including as chairman of the Nassau County Police Department Foundation and co-vice chairperson of the Ronald McDonald House of Long Island. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, vendor benchmarking, and supports both discretionary and non-discretionary advisory capacities, serving clients including large institutional investors and sovereign wealth funds.

Julia Mcclung is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Eagle Strategies since 2010 and has prior affiliations with NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and maintains a large non-discretionary asset base within the integrated New York Life affiliate structure.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and Bender Lane Advisory for eight years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement consulting, and access to alternative investments.

James Mc Gill III is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory role, he holds a treasurer position responsible for accounting and recordkeeping at a real estate LLC. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party solutions.

Timothy Faughnan is a CFP® with 21 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he is involved in writing business for term, group, and whole life insurance through other companies. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and offers both discretionary and non-discretionary account management.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied prior to joining Cerity Partners and CP Client Solutions. Cerity Partners is an SEC-registered investment adviser serving 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 retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Daniel Tabet is a financial advisor at William Blair with a Series 66 designation. He has one year of industry experience with prior roles including positions in education and sports organizations. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension funds, and corporate clients, utilizing active, research-driven strategies across multiple asset classes.

Benjamin Davis is a financial advisor at Oppenheimer with 35 years of industry experience. He has held his current role since 2002, previously working at Fahnestock & Co. Inc. Davis holds the Series 63, Series 65, and Series 66 licenses. Outside of finance, he is involved with the Gotham Burger Social Club, grilling burgers at pop-up events several times per year. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment vehicles, supporting both discretionary and non-discretionary management approaches.

Steven Guan is a financial advisor at Rockefeller Financial LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Rockefeller Financial in 2025, he worked at Centaurus Financial Inc. for two years and has an academic background from UC Berkeley. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Kenneth Hoffman is a financial advisor at Hightower Advisors with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. Outside of his advisory role, he serves as Treasurer for Congregation Rinat Yisrael in Teaneck, NJ. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Katlyn Valencia is a CFP® and holds a Series 65 license with six years of industry experience. She currently serves as a financial advisor at Corient and has prior experience with Brighton Jones and Pacific Capital Resource Group. Valencia also worked at the University of Washington for four years. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and continuous portfolio monitoring.

John Camiolo is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at American Capital Partners, LLC and has been involved with John James Benefits, Ltd. since 1992. Outside of his advisory role, he serves as president and CEO of Unified Business Strategies, Ltd. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing affiliated advisors discretion in portfolio construction while providing managed model portfolios and multiple program options.

Craig Sherrer is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Newbridge Securities before joining Janney in 2018. 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 a wide range of clients including individuals, families, trusts, corporate and retirement plans, and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Antonina Vicari is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following six years at J.P. Morgan Securities. Outside of advisory roles, she is involved in co-owning and managing residential real estate properties. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through various advisory programs and execution services. The firm operates with large institutional scale, providing specialized market roles including derivatives and futures services.

Linda Marschke is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA-administered retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, employing model portfolios and customized solutions under a fiduciary standard within a vertically integrated structure.

Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Pierson Faldetta is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked at Kinexion and held roles at the Suffolk County Comptroller's Office and Fire Island Ferries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs various investment approaches across equity, balanced, and fixed income strategies, with approximately $36.7 billion in assets under management as of the end of 2025.

Mante Osei is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, Wells Fargo, Santander, and Astoria Bank. 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. The firm utilizes a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers and offers comprehensive portfolio management, financial planning support, and custody services.