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 experience currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term service at both firms since 2004 and 2005 respectively. Outside of his primary roles, he writes business for term, group, and whole life insurance through other companies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of integrated lending options.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions, serving clients with a broad range of specialized offerings.

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 36 years of industry experience. He has been with Fahnestock & Co. Inc., a division of Oppenheimer, since 2002. Outside of his advisory role, he participates in a grilling business called Gotham Burger Social Club, hosting pop-up events several times per quarter. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory portfolios spanning equities, balanced, and fixed income, managed through both discretionary and non-discretionary 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 has been with Hightower Advisors and Hightower Securities since 2012 and previously worked at Merrill for eight years. Outside of his advisory role, he serves as Treasurer for Congregation Rinat Yisrael. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing a multi-manager model with both affiliated and third-party managers.

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.

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 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for six years. Outside of advising, she is involved in real estate through co-ownership of residential rental properties in Astoria, New York. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, with a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary platforms and maintains in-house research and specialist market functions.

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.

Bruce Cukaj is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Maxim Group LLC, Lifetime Fitness, Creative Financial Group, JPMorgan Chase Bank, and other firms. Citigroup Global Markets serves individual and institutional clients across a range of 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, including in-house research, swap dealing, and futures commission merchant services.

Anthony Bianchi is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Guardian Life since 2017 and previously spent ten years with Park Ave Securities and Guardian. In addition to his advisory role, Bianchi is a licensed attorney in New York, representing clients in non-investment related legal matters, and holds a property and casualty insurance license to assist clients with their coverage. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with various financial planning and consulting services tailored to client needs.

Mante Osei is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Wells Fargo, Santander, and Astoria Bank. He is based in New York, NY. TD Private Client Wealth LLC offers managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers and provides discretionary portfolio management through several proprietary portfolio options.

Seranthony Felix is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2017, and prior to that spent a year at Community Financial Service Center. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through multiple portfolio options, providing ongoing portfolio management and financial planning support.

Dongming Sun is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been affiliated with New York Life and its related entities since 2010. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types focused on tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Yewchang Chow is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrent roles at Nylife Securities LLC and NYL Insurance Company dating back to 2013 and 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Wu Qu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2011. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing most assets on a non-discretionary basis.

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Kevin Neacy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cabrera Capital Markets, Northwestern Mutual, and The Sagamore Resort. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives operations.