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.

Michael Mannix is a CFP® with seven years of industry experience, currently advising at Cerity Partners LLC. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing, utilizing 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.

Tony Wong is a CFP® professional with 29 years of experience in the financial services industry. He is currently associated with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. Wong serves as a board member of the YMCA in Chinatown. He works with Park Avenue Securities LLC, a firm that 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 a range of proprietary and third-party investment strategies along with integrated account-level solutions.

Antonio Lee is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Lee holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating at a large institutional scale with specialized market roles.

Rebecca Grinberg is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation. She joined the firm in 2024 and has prior experience at TD Bank, Buck Consulting, and the University at Buffalo’s Jacobs School of Management. TD Private Client Wealth LLC offers discretionary managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers.

Colin Quinn is a CFP® with 11 years of industry experience, currently serving at Rockefeller Financial LLC. He previously worked at BlackRock Investments, LLC for six years before joining Rockefeller. Quinn holds the Series 63 designation and is based in New York, NY. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including alternatives and investment banking capabilities.

Michael Corelli is a Series 65-licensed financial advisor with six years of industry experience. He currently works at RBC Rochdale, LLC and previously held roles at Lisanti Capital Growth LLC, 5C Capital Management, LLC, and Black Marlin Capital, LLC. Outside of his advisory work, he owns and manages two short-term residential rental properties in the Cooperstown, New York area. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and public entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis to create tailored portfolios across equities, fixed income, real assets, and alternative investments.

Matthew Oliveira is a financial advisor at Wealthspire Advisors in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes positions at myCIO Wealth Partners, LLC and IHS Markit. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporations, and nonprofits. The firm uses an institutional-style asset allocation framework with a range of investment vehicles and offers services such as wealth management, financial planning, and retirement-plan consulting.

Madelyn Bowles is a CFP® professional with eight years of experience at Wealthspire Advisors and one year at Merrill Lynch. She began her career after graduating from Lafayette College, where she also spent four years. Wealthspire Advisors serves a diverse client base including individuals, corporations, and nonprofit organizations, offering wealth management, financial planning, and retirement-plan services through a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation.

Kevylin Silva Do Vale is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has worked at Citibank NA since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and unique market roles, supporting large-scale and complex client relationships.

Ainslee Yu is a financial advisor with Citigroup Global Markets, holding the Series 66 designation and seven years of industry experience. She has been with Citigroup since 2018, following three years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Gregory McGraime is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm also advises the TIAA Donor Advised Fund and operates within a vertically integrated structure using affiliated funds.

Kim Saba is a financial advisor at Cerity Partners LLC with five years of industry experience. She previously worked at Graypoint LLC and Hugh Johnson Advisors. Outside of her advisory role, she serves as a foundation board member for the Warren-Washington-Albany ARC, an organization supporting people with intellectual and developmental disabilities. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.