Richard Davidman is a financial advisor at Commonwealth Financial Network in New York, NY, with over 41 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth since 2011, previously serving at Element Financial and currently leading Davidman Financial Network since 2020. Outside of his advisory work, he is president and owner of DFN Gallery, a contemporary art gallery. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including managed portfolios and retirement plan consulting, while offering operational, compliance, and practice-management support to its affiliated advisors.

Nicholas Smith is a financial advisor at Cresset Asset Management, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Lazard Asset Management LLC and Merrill Lynch. Prior to his advisory career, he spent two years at Cornell University's S.C. Johnson Graduate School of Management and five years at Bessemer Trust. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public and alternative asset classes.

Mya Abate is a financial advisor at Wealthspire Advisors with a Series 65 designation and one year of industry experience. Her prior experience includes roles at A&M Financial Services LLC and involvement with LiLuxe LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, offering comprehensive wealth management and investment services through an institutional-style asset allocation framework and tailored client solutions.

Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.

Chi Mak is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Apple Bank for Saving, and Infinex Investments, Inc. He is currently based in New York, NY. 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. The firm combines strategic and tactical asset allocation with investments from affiliated and third‑party sub‑managers, utilizing platforms from Envestnet and custodians such as Pershing.

Michael Kelter is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. He has been with First Manhattan Co. since 2014. Kelter holds a Series 63 designation. Outside his advisory role, he serves as a board member for International Literary Properties, which acquires and manages literary and book-based intellectual properties. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Nicholas Pepitone is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at TD Bank, N.A. and earlier employment at Dominick's Bakery Cafe. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs strategic and tactical asset allocation through various TD Managed Portfolios and utilizes both affiliated and third-party sub-managers.

Jessica Wasserman is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at KEMA Partners LLC, Electa Capital, Qualitas, and State Street Global Advisors. 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 using internal standards and oversight committees, and it operates unique market roles including in-house research, swap dealer, and futures commission merchant activities.

Daniel Paikin is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, Paikin is involved in marketing activities through Tempus Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Napatt Nirundorn is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. Outside his advisory role, he works part time as a tennis instructor at East Hampton Indoor Tennis. 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 provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering a broad range of investment and placement services through its integrated Private Advisor model and the Rockefeller Global Investment Management platform.

Matthew Serkes is a CFP® professional at Cerity Partners LLC with six years at the firm and a total of 14 years in the financial industry. Prior to joining Cerity Partners in 2020, he worked at Executive Monetary Management from 2011 to 2019. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors, managing approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various affiliated financial services.

Benjamin Uhing is a financial advisor at Corient with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase from 2015 to 2026. Outside of his advisory role, he is a passive investor and owner/partner in a virtual design and construction services company. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers, utilizing risk management tools and alternative investment options where appropriate.

Linghsiang Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. His background includes roles at Zion Grace Home Health Care & Community Services and New York City Transit. Outside of advising, he operates a sole proprietorship focused on individual tax preparation. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Samuel Marcus is a Series 66-licensed advisor with Primerica Advisors based in New York, NY. He has one year of industry experience and currently works at Park Avenue Securities. Prior to this, he held roles at Guardian Life Insurance Company and has experience in insurance brokering. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types.

Stephen Bornet is a financial advisor at TD Private Client Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Outside of his advisory role, he is the lead guitarist and background vocalist for Minor Issues, a rock cover band. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, mutual funds, ETFs, financial planning support, and reporting through third-party custodians.

Joseph Salerno is a Series 66-licensed financial advisor with Oppenheimer in New York, NY. He has one year of industry experience and previously worked at FOX Sports and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs with a range of advisory and consulting services. The firm offers both discretionary and non-discretionary portfolio management and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Arielis Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. Prior to joining Citigroup in 2026, she spent 13 years at Bank of America and Merrill. 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 a combination of large institutional scale with specialized market roles, including in-house research and futures commission operations.

Michael Mannix is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Based in New York, NY, Mannix has worked with a range of financial firms throughout his career. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Dennis Lai is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has been involved in other ventures including Full Productions Inc., where he serves as president and owner of a residential construction business. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory model primarily employs model portfolios and third-party managers, serving individual investors, employer-sponsored plans, trusts, and charitable organizations.

Eleni Louvaris Barone is a financial advisor at Oppenheimer with 25 years of industry experience. She has been with Oppenheimer & Co since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she is involved with Invision Events, an event company, and works as a wine guide hosting in-home wine tasting events. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charities, and retirement plans. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary options, while maintaining custody of client assets as a qualified custodian.