Ashley Lawwill is a financial advisor at Hightower Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Osaic Wealth, Inc. Outside of financial advising, she teaches an online acting class for children through her other business activity, Sitter Stream. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm’s approach incorporates multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

John Lockwood Jr. is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Independent Financial Group, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services, offering a comprehensive investment platform and a Private Advisor model for personalized client relationships.

Bernadette Lee is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model separating planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Patrick Fruzzetti is a financial advisor with Hightower Advisors in New York City, holding a Series 66 designation and possessing 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and financial institutions. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Elker Meta is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining HSBC in 2025, Meta worked at Bank of America, N.A. and Merrill from 2019 to 2024. In addition to his role as a registered representative, he serves as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, combining strategic and tactical asset-allocation advice with due diligence and ongoing monitoring conducted through affiliated providers, and operates both discretionary and client-directed portfolio options.

Brian McDonald is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, he holds a real estate license and occasionally rents apartments in his local area. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning services and ongoing portfolio management, serving clients through model or customized portfolios under a fiduciary standard.

Minde Lu is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Eagle Strategies since 2012 and has worked with Nylife Securities LLC and New York Life Insurance Company since 2006. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis.

Thomas Theodorou is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Transatlantic Reinsurance Company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jason Klager is a CFP® with 19 years of industry experience. He has worked at HSBC Securities (USA) Inc. since 2013 and concurrently serves as a Bank Officer for HSBC Bank USA, N.A., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and custody services.

Timothy Mcparland is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2008 and previously worked at Union Financial, Inc. from 2021 to 2023. Outside of his advisory role, he is engaged in fixed insurance brokerage, specializing in life, disability, group, and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with advisory arrangements that include both direct advisory roles and promoter referral services.

James Lowe is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to joining the firm, he worked at the University of Louisville. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Robert Schwartz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Paul Tuomey is a Series 66-registered financial advisor with eight years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Signature Premier Properties and served nine years with the National Basketball Association. Outside of his advisory role, Tuomey officiates college basketball games during non-market hours. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to offer investment recommendations and annual account reviews without discretionary trading authority.

Giancarlo Barone is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Barone serves as a board member for the Seton Hall Preparatory School Alumni Association. 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 portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform, while also operating as a registered broker-dealer.

Anthony Mazzei Sr. is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been affiliated with Primerica Advisors since 1999, with additional roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in several business ventures including National Financial Network, LLC, and serves on the Foundation for Charity for NFN. Park Avenue Securities LLC serves a diverse retail client base offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in assets under management.

Shannon Graziano is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at Merrill, Goldman Sachs, and Lucia Boutique. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm emphasizes tailored asset allocation and manager selection utilizing both proprietary quantitative methods and third-party managers, alongside a range of private-market investment offerings.

Joel Field III is a CFP® professional affiliated with Eagle Strategies (NY Life) in New York, NY, with 18 years of industry experience. He has been involved with Eagle Strategies since 2010 and operates Field Financial Strategies, LLC, which provides services related to New York Life products and insurance brokering. Outside of his advisory work, Joel pursues oil painting and volunteers as a spiritual teacher and preacher for various churches. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated structure alongside New York Life affiliates.

Leigh Moglia is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds the CFP® and CFA® designations and has worked at Yorkbridge Wealth Partners, Lebenthal Wealth Advisors, and PURSHE KAPLAN STERLING INVESTMENTS. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan services to individual, corporate, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Matthew Martinez is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rockefeller Capital Management and Morgan Stanley. Prior to his financial career, he held teaching positions at Pace University, University at Albany, and multiple schools in New York. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, offering a Private Advisor model and an integrated investment platform that includes equities, fixed income, and alternatives.

Benjamin Emery is a financial advisor with Rockefeller Financial LLC in New York, NY. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at firms including Alphasights, Dane Street, and Equity Quotient. Emery’s background also includes roles at Middlebury College and Noble and Greenough School. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.