Joseph Bove is a financial advisor with RBC Rochdale, LLC in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at CNR Securities, LLC since 2012. Outside of his advisory role, he is a partner in an LLC with his brother that holds a property in Bradley Beach, New Jersey. RBC Rochdale serves a diverse client base, including high net worth individuals, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Zhiyong Yang is a financial advisor with HSBC Securities (USA) Inc. in Flushing, NY, holding Series 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Industrial and Commercial Bank of China Financial Services, ICBC Standard Securities, and GSME Wealth Management. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types, combining strategic and tactical asset-allocation advice with active fund due diligence and monitoring, while maintaining a substantial portfolio of client-directed, non-discretionary managed accounts.

Anthony Giannopapas is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Roger Goren is a financial advisor with Principal Financial Services and holds 42 years of industry experience. He has been the sole owner of Goren & Goren, Ltd. since 2014, which focuses on life, health, and accident insurance. His background also includes affiliations with Princor Financial Services Corporation and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Annateresa Semeraro is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets, JPMorgan Securities LLC, and JPMorgan Chase Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment approaches including model portfolios and customized portfolio management under fiduciary standards.

Ryan Arp is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has previous experience at Goldman Sachs. Outside of his advisory work, he serves as head coach for a girls' club volleyball team. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, and maintains custody of client assets while operating both advisory and broker-dealer businesses.

Philip Scott is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and 12 years of industry experience. His prior work includes roles at Guardian Life Insurance Company. He is also involved in soliciting the sale of insurance products outside of Guardian’s offerings. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers multiple proprietary and third-party investment programs and supports a range of account-level services such as lending solutions and donor-advised funds.

Pasquale Capone is a financial advisor with \u0026Partners, holding Series 65, 63, and 66 designations and bringing 32 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 16 years before joining \u0026Partners. Outside of his advisory role, he serves as a trustee for a family trust. \u0026Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services using both proprietary and third-party strategies, supported by a combination of fundamental, technical, and quantitative analysis.

Rachel Gustin is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2023 and has prior work experience in the restaurant industry and at Columbia University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and specialized market activities.

Peter Trulli is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 17 years of industry experience. His background includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC before joining Private Advisor Group and LPL Financial in 2019. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies and technology platforms, offering both proprietary and third-party managed account solutions.

Hugo Real is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank since 2016. Outside of his advisory role, he is an owner of a rental property in New York. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

Lailin Chau is a financial advisor at Citigroup Global Markets with 27 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. 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 utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including operations as a security-based swap dealer and futures commission merchant.

Howard Elias is a financial advisor at Guardian Life with 33 years of industry experience. He holds a Series 63 designation and has worked at various Guardian Life entities since 1984, including a recent role at Park Avenue Securities from 2024 to 2025. Outside of his advisory work, he serves as a trustee for two family trusts. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships, utilizing model portfolios from internal and third-party managers, and offers a hybrid digital advisory solution.

Patrick Mcelhatton is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2006. Outside of his advisory role, he serves on the board of the AES Crestwood Foundation, a nonprofit supporting Catholic education at Annunciation School in Westchester County. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between point-in-time planning services and ongoing discretionary portfolio management, employing both model and customized portfolios.

Hai Xia Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Sean Touhy is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 66 designation and five years of industry experience. He previously worked at Cognetic Capital Advisors, Kuttin Wealth Management - Ameriprise, and Worden Capital Management LLC. Touhy is a minority owner of a family estate planning business, Touhy 5, LLC. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for 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 equity and fixed-income portfolio management tailored to client objectives, combining actively managed holdings and passive funds alongside integrated wealth planning.

Nicholas Rouillard is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Securities and UBS Financial Services. He is based in New York, NY. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Andrew Karasyk is a CFP® with eight years of industry experience, currently advising at Farther. His prior roles include positions at Wells Fargo Advisors, Symmetry Wealth Advisory Group, and First Republic Bank. He serves as co-chair of the Finance for Israel Committee at Jewish National Fund USA. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, employing proprietary model portfolios with algorithmic rebalancing and utilizing ETFs, mutual funds, individual equities, fixed income, and AI-supported advisor judgment.

Thomas Avitabile is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes a four-year tenure at HSBC Bank USA. He is also engaged in outside insurance activities unrelated to Guardian, dedicating part of his time to this work. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Otto Tannure is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Transamerica Financial Life Insurance Company and Transamerica Investors Securities Corporation since 2020, as well as positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through various advice programs, focusing on asset allocation, contribution rate, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to deliver both managed and non-discretionary advice to a large client base.