Eric Heaton is a financial advisor with Rockefeller Financial LLC in New York, NY, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Rockefeller Capital Management and Rockefeller Financial LLC since 2022 and spent ten years at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2012 to 2022. 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 consulting services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated platform.

Andrew Rothstein is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Rochdale, LLC and previously worked at CNR Securities, LLC, HGK Asset Management, and Rice Hall James & Associates, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative methods and fundamental analysis to construct tailored portfolios across various asset classes.

Steven Work is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Marco Moreno Garcia is a financial advisor at Cerity Partners LLC with a Series 65 credential and over eight years of experience in the industry. His prior roles include positions at Baja Wealth Advisors LLC and Poplr Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

Robert Meyer is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2023. His prior experience includes roles at Roosevelt Investments and The Roosevelt Investment Group, Inc. Outside of his advisory work, Meyer serves as Chairman of the Investment Committee and a member of the Finance Committee at East Side House Settlement, a nonprofit focused on educating disadvantaged youth. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates individual security strategies with third-party manager solutions and employs various risk management tools and alternative investment options.

Kritameth Pongcheewin is a CFA® and holds a Series 66 license, currently serving as a financial advisor at Commonwealth Financial Network with three years of industry experience. Prior to this role, Kritameth worked at EverRise and Eurofins Lancaster Laboratories PSS, and also has experience in the restaurant industry managing White Coconut Thai Restaurant. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Ryan Rosmarin is a financial advisor at Cerity Partners LLC with six years of industry experience. He previously worked at Graypoint LLC and Goldman Sachs Ayco. Based in New York, NY, he holds a Series 63 designation. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and alternative investment access, with an emphasis on diversified asset allocation and customized portfolios.

Robert Sablowsky is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 56 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1996. Sablowsky serves as a director and trustee for RBB Funds, where he is vice chairman and chairperson of the regulatory oversight committee. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Dara Roughley is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Rochdale and Rim Securities LLC since 2018, following four years at Hennion & Walsh, Inc. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios. The firm also sponsors City National Rochdale mutual and interval funds and manages approximately $73 billion in assets.

Chor Shing Chan is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Merrill and JPMorgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both discretionary and client-directed investment solutions, utilizing multiple risk profiles and a combination of strategic and tactical asset allocation developed alongside HSBC Global Asset Management.

Karen Nichols is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and 65 licenses and bringing 34 years of industry experience. She has been with Oppenheimer since 2004. Outside of her advisory role, she is a member of a family entity and serves as a trustee for two private trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory models.

Daniel Confreda is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and three years of industry experience. His prior work includes roles at LPL Financial, PricewaterhouseCoopers LLP, DoorDash, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary and third-party managed account solutions and utilizes technology platforms such as Orion and Pontera to implement diversified investment strategies.

Aye Swe is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with distinctive market roles, including in-house research and security pricing.

Matthew Spatola is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Guardian Life. Outside of his advisory role, he is involved with several business entities unrelated to investment activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver customized investment solutions.

Qi Wang is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She has worked continuously at Citigroup since 2015 in various capacities. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

George Russo Jr. is a financial advisor at Empower Advisory Group with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Saumya Daniel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2012. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its large institutional scale and specialized market roles.

Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. 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 integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at People's United Advisors, Santander Securities, LPL Financial, Edward Jones, and Chase Investment Services. He serves as a director for the Merrick Bellmore Little League, assisting with league divisions, coaching support, and youth clinics. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients connected to TIAA-administered employer retirement plans.

Himayani Puri is a financial advisor at First Manhattan Co. LLC with 11 years of industry experience. She has worked at First Manhattan Co. since 2018 and previously held roles at Garden Leave and Cerrano Capital LLC. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives.