Jacqueline Huerter is a financial advisor at Cerity Partners LLC with three years of industry experience. Her prior roles include positions at Graypoint LLC and Goldman Sachs & Co. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, advising on approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services centered on client-specific investment profiles, combining quantitative screening, manager selection, and both third-party strategies and direct security selection.

Stefan Hermann is a financial advisor at Beacon Pointe Advisors, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Beacon Trust for 10 years before joining Beacon Pointe in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as general partner for proprietary private funds.

Ted Burton is a financial advisor with MAI Capital Management, LLC, holding a Series 65 designation. He has been with MAI Capital since 2024 and previously worked at Texas A&M University from 2023 to 2024. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Pablo Pico is a financial advisor at Oppenheimer in New York, NY, with 26 years of industry experience. He holds the Series 66 and Series 63 credentials and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 14 years. Outside of his advisory role, he is a co-owner of a social media platform where his son uploads videos. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and retirement services through both discretionary and non-discretionary approaches and maintains custody of client assets as a qualified custodian.

John Kuhn is a CFA® charterholder with a Series 66 license, currently advising at Citigroup Global Markets. He has nine years of prior experience at Morgan Stanley Investment Management before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a diverse range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities including in-house research, derivatives services, and customized discretionary solutions.

Jared Katzman is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. His background includes roles at J.P. Morgan Securities, First Republic Securities Company, and Morgan Stanley. He holds the Series 63 and Series 65 designations and is based in New York, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of services including brokerage, financial planning, consulting, and advisory programs.

Anthony Roderick is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. His professional background includes roles at Citibank and Converse, as well as a four-year period at Northeastern University. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional scale combined with specialized market roles and arrangements.

Melissa Schlow is a Series 66-licensed financial advisor with Guardian Life, based in New York, NY, and has one year of industry experience. She previously worked at New York RHB and also serves as a fitness and health coach at Chimney Rock CrossFit, where she conducts CrossFit and endurance running classes. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and educational services tailored to client needs.

Jimmy Lazos is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 8 years of industry experience. He has worked at various divisions within Citigroup, including the Private Bank and Global Markets, since 2016, with a brief period of unemployment between 2024 and 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains in-house research and pricing activities, supporting a combination of large institutional scale and specialized market roles.

Caroline Hirt is a CFP® and Series 65-registered advisor at Cerity Partners LLC with four years of industry experience. She previously worked at SVB Wealth LLC and has experience in education and golf club management before entering the financial advisory field. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, third-party strategies, and direct security selection.

Jake Thomas is a CFP® professional at Janney Montgomery Scott with three years of industry experience. He has been with Janney Montgomery Scott since 2022 and also has experience in the sports and entertainment sectors, including roles at Prospect Sports and 1Vision Sports & Entertainment. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and investment management through a combination of in-house and third-party solutions.

Teagan Haddad is a financial advisor at Citizens Securities, Inc. in New York, NY, holding a Series 66 license with three years of industry experience. Prior to joining Citizens Securities, Haddad worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Outside of finance, Haddad previously operated a small business, Zita's Homemade Ice Cream, for seven years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Gregory Vasilakos is a financial advisor with Eagle Strategies (NY Life) in New York, NY. He holds a Series 66 designation and has eight years of industry experience. He has been with Eagle Strategies since 2019 and has worked with affiliated New York Life entities since 2018. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gary Mc Hugh is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2016. Prior to that, he was with Merrill from 2009 to 2016 and Banc of America Investment Services, Inc. in 2009. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, with a fiduciary standard that varies by service.

Asher Booz is a financial advisor at Hightower Advisors in New York, NY, holding the CFP® designation along with Series 66 and Series 63 licenses. He has seven years of industry experience, including roles at Altfest Personal Wealth Management and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager investment approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds.

Emilio Fernandez is a financial advisor at Guardian Life with a Series 66 license and one year of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2024. Prior to joining the financial industry, he was involved in business activities including ELLI Travel Group and community organizations such as Larchmont Shore Club and Larchmont Youth Soccer. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining discretionary management with model-based strategies and access to proprietary and third-party advisory programs.

Dennis Baum is a financial advisor at Oppenheimer with 59 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2012. Baum serves as a board member for Selfhelp Community Services and the Leo Baeck Institute and acts as co-trustee for multiple family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory services including equity, balanced, and fixed-income portfolios, utilizing strategic and tactical asset allocation with both discretionary and non-discretionary management.

Alexandra Niederhelman is a CFP® with 14 years of industry experience, currently with Janney Montgomery Scott in New York, NY. She has been with Janney since 2017 and previously worked at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Benjamin Sax is a financial advisor at Corient with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Bank of America, Merrill, UBS Financial Services, and Kore Private Wealth. Sax serves as a board member and subcommittee member for the Anti-Defamation League, a civil rights organization. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house and third-party strategies, with a focus on risk management and customized asset allocation.

Kevin Rabbitt is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and both third-party and direct security strategies, including access to alternative and private market solutions for qualified clients.