Matthew Sanders is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup in various roles since 2007, including a brief period of unemployment in 2017. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and market roles such as swap dealer and futures commission merchant.

Lysa McMahon is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 63 designation and has previously worked at Graypoint LLC and Bender Lane Advisory. Outside of her advisory role, she serves as co-trustee for the Peggy and Scott Sampson Trust. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, and institutions. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers to build client portfolios.

Tricia Filter is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at CNR Securities, LLC, City National Rochdale, Northern Trust Corporation, and PNC Capital Advisors. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations, providing portfolio management and sub-advisory services. The firm employs a multi-strategy investment approach combining quantitative and fundamental analysis, leveraging proprietary tools and third-party sub-advisors to tailor portfolios.

Todd Rashkin is a financial advisor with GWN Securities Inc. in Yonkers, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at firms including Equitable Advisors, Axa Advisors, and Cetera Advisors. Outside of his advisory role, he serves as Vice President of Contemporary Employee Plans, Inc., a company specializing in group medical and employee benefits plans. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios across various investment strategies.

Alexander Mason is a CFP® professional affiliated with Eagle Strategies (NY Life) and has 19 years of industry experience. His career includes tenures at XL Financial Group and Nylife Securities, Inc., as well as New York Life Insurance Company. He is also appointed with various outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice across multiple programs and manages a significant portion of its assets on a non-discretionary basis.

Di Lu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Their work history includes roles at Dilight and Noble Consulting Inc. and involvement with youth leadership organizations. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

William Rockett is a CFA® charterholder with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2024. Prior to this, he worked at Eaton Vance and Charles Schwab. He is an adjunct professor of finance and business ethics at Fordham University and teaches in the online MBA program at LaSalle University. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Savannah Crowther is a financial advisor with Oppenheimer in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, she worked at Equitable Advisors and has a background in audio-visual production, operating an AV production company on weekends. Oppenheimer is a registered investment adviser and broker-dealer serving a broad range of clients including individuals, corporations, and charitable organizations, offering various advisory programs that encompass equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary services.

Christine Mcanally is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2013. Outside of her advisory role, she is a landlord of rental property in Hoboken, NJ. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Hamza Elhabbal is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Graypoint LLC, EU Business School, The Ayco Company LP/Mercer Allied/Goldman Sachs & Co. LLC, and Le Moyne College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio construction.

Jonathan Freed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. He has worked at multiple Ameritas entities since 2018 and has managed Freed Management Group Inc. since 1994, where he is involved in insurance sales and office administration. Freed also serves as a limited partner-consultant for ABHC Property Group LLC, focusing on commercial real estate management. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a broad array of asset management and financial planning services across multiple program platforms, leveraging both proprietary and third-party models and investment options.

Thomas O Connell is a financial advisor at RBC Rochdale, LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America. Outside of his advisory role, he has worked as an Uber Eats driver. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and governmental entities. The firm employs an active, multi-strategy investment process that combines quantitative models with fundamental analysis to construct tailored portfolios across equities, fixed income, real assets, and alternative investments.

Scott Greenspon is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 designations. He has 26 years of industry experience and has been with Janney in various capacities since 2016. 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 diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Isaac Addo is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes long-term roles with NYLIFE Securities, Inc. and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Allyne Pascoal is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 20 years of industry experience. She has been with Citibank N.A. since 2009. Outside of her advisory role, she owns a rental property in Miami, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating with institutional scale and specialized market roles.

Noah Eskenazi is a Series 66-licensed financial advisor with three years of industry experience. He is currently associated with Primerica Advisors and has prior work history at Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors, LLC. Primerica Advisors serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Hannah Walczyk is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Rim Securities LLC and CNR since 2017, and previously spent four years with Westco Advisory Services, Inc. and Westco Investment Corp. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to create tailored portfolios.

Christopher Volberg is a financial advisor with Primerica Advisors based in Roslyn, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Volberg also provides limited consulting services to his family's business, Quality A/C & Heating, and serves on the board at Bentley University. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Chet Schwartz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1999 and currently is affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Schwartz participates in speaking engagements, providing webinars that discuss client interactions and financial planning approaches, and he operates a pass-through entity called Wait for Me, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides additional services such as financial planning, retirement consulting, and securities-based lending.

Timothy Sachs is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at T. Rowe Price from 2015 to 2017. In addition to his advisory role, he sells non-Guardian life and disability insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering a blend of proprietary and third-party investment programs.