Danielle Posillico is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley and AXA Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Harry Sullivan is a financial advisor at Citigroup Global Markets with four years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2022, he worked at O'Donnell & Tessitore and has diverse experience including roles in vacation home management and educational institutions. 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 operates with large institutional scale and provides a range of advisory, execution, and custody services, including derivatives and futures trading.

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and having 23 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of advising, he serves as "Of Counsel" to the law firm Garfunkel, Wild & Travis, PC, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily to 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 portfolio management supported by fundamental research and integrates wealth planning alongside portfolio management.

Stuart Berrin is a financial advisor at Prime Capital Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of advising, Berrin is a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC, and he provides business consulting services related to estate planning and business continuation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, and family office offerings, using a variety of investment strategies and platforms.

Robert Loscalzo is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies.

Joseph Pisano is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His work history includes roles at Citibank, Okapi Partners, and Pure Hockey, as well as positions in educational institutions such as Fordham University, Fairfield University, and Xavier High School. 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, including in-house research and derivatives services, and provides a broad range of advisory and execution solutions.

Douglas Moglia is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Rockefeller Financial LLC and ROCKEFELLER Capital Management, having previously worked at Morgan Stanley and BNY Mellon. Moglia’s background includes a brief period at Game of Trades and intervals of unemployment. 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 a range of portfolio management and financial planning services, operating uniquely as both a registered broker-dealer and an investment advisor with an integrated platform delivering equity, fixed income, and alternative investment solutions.

Manoel Campelo is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, LLC and Wells Fargo Bank, N.A. prior to joining Rockefeller Capital Management. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Christine Fong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Robert Half International, SDS Communications, TD Bank, and Baruch College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and trading activities, supporting both discretionary and non-discretionary client solutions.

Americo Paez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has been with CITI Private Bank since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary portfolios and supports a range of investment products including separately managed accounts, mutual funds, ETFs, and alternative funds.

Matthew Delricco is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has worked at Cresset Asset Management, LLC since 2021 and previously spent six years at SEI Investment Company. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, with a structured due diligence program covering public equities, fixed income, alternatives, real estate, and private markets.

Robert Mcloughlin is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a trustee and executor for his mother’s estate. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

James Nolan Jr. is a Series 66 licensed financial advisor with eight years of industry experience, currently with Citigroup Global Markets. He has worked at Citi Private Bank since 2017 and was previously with Citibank NA from 2015 to 2017. Outside of his advisory role, he officiates high school basketball in New York. Citigroup Global Markets serves individual and institutional clients through multiple business lines, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities including in-house research, swap dealing, and futures commission merchant services.

Christopher Koehler is a financial advisor at Mariner with 12 years of experience at the firm and a total of 4 years in the industry. Based in New York, NY, he has focused his career at Mariner Wealth Advisors. Mariner serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, tax services, Core Family Office services, and employer financial-wellness tools, using discretionary, customized portfolios supported by in-house research and third-party managers.

Katherine Hearden is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her work history includes roles at Citigroup Inc., Citibank, and Bonhams Skinner, as well as prior positions outside finance such as at O'Donoghue's Irish Pub and Grill and Twigs Boutique. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research, execution, and clearing capabilities.

Jack Riina is a CFP® with four years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Belle Haven Investments, L.P. for five years and has experience in educational roles at the University of Maryland and New Rochelle High School. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Pierson Friend is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He previously worked at The Colony Group for five years and New Providence Asset Management for eleven years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Kyle Minerva is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 65 and Series 63 credentials and 11 years of industry experience. His prior experience includes five years at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is a member of Quiver Properties LLC, involved in purchasing land and coordinating property construction. 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, including in-house research, swap dealer and futures commission merchant activities, and commercial arrangements that impact its advisory approach.

Justin Miller is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, and holds a Series 66 designation. He has one year of industry experience and previously served in the United States Coast Guard Station Washington. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary advisory relationships.

Miles Tomlinson is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Private Advisor Group, LLC and LPL Financial, having previously worked at Strategic Asset Services and Mutual of America. Outside of finance, he has experience in hospitality and recreation, including roles at The Rathskeller Bar and Sunningdale Country Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.