Lee Samson is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 65 registrations and over 33 years of industry experience. His prior roles include fourteen years at UBS Financial Services and four years at Lindbrook Capital, LLC. He serves as a trustee for a family irrevocable trust. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Robert Catalino is a Series 65-licensed financial advisor at Mariner with four years of industry experience. He previously worked at Andersen Tax before joining Mariner, where he has been since 2019. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations, also providing specialized services such as Core Family Office solutions and employer financial wellness tools.

Richard Brown is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. Prior to joining Ameritas Advisory Services in 2021, he was involved with Yolo Marine LLC and has a longstanding association with Ameritas Life Insurance and related entities since 2008. He also operates a health insurance consulting business that assists individual clients with selecting appropriate health care plans through exchanges. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Irfan Pathan is a financial advisor at TLG Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Golconda Partners, Jennison Associates, DebtSavvy, and other firms. Pathan is involved in creating custom life insurance solutions at Golconda Partners, focusing on products like variable annuities and variable life insurance. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm offers investment supervisory services, portfolio management, financial planning, and fiduciary services, employing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios.

Mark Ostroff is a financial advisor at Cresset Asset Management, LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at MAI Capital Management, Evoke Advisors, Oath Private Capital, and Alloy Asset Management. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation with active and passive management across various asset classes.

Erin Hoffman is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. She has held concurrent roles at Guardian Life Insurance Company since 2017 and Park Avenue Securities since 2020. Outside of her advisory work, she serves as vice chair and board member of the New Jersey National Women in Roofing Council and is involved with nonprofit boards including Eminae Network and Spry Forward, as well as running a consulting business focused on networking and personal brand development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary accounts across various asset types.

Adam Schwartz is a financial advisor at First Manhattan Co. LLC with 23 years of industry experience. He holds the Series 63 designation and has been with First Manhattan since 2001. Outside of his advisory role, he participates in 3i Cap, a private investment networking group focused on entrepreneurship. First Manhattan Co. LLC provides 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 management with a blend of actively managed holdings and third-party passive investments.

Khine Khant Zaw is a financial advisor at Citigroup Global Markets based in New York, NY, holding Series 63 and Series 65 licenses. He has been with Citigroup since 2026 and previously held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citibank, and Network Capital Funding Corporation. Khant Zaw has no prior industry experience before 2022. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Justin Diaz is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2012. Based in New York, NY, his career at a major enterprise firm spans over a decade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Michael Schwartz is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Morgan Stanley Smith Barney. Outside of his advisory role, Schwartz is a partial owner of Proactive Speech and Language PC, a provider of speech therapy services for children, and is involved in client outreach for Vivent Solar, a renewable energy company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, security pricing, and derivatives services.

Keith Cox is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 27 years of industry experience. He has worked at PlanMember since 2010 and also has a long-standing role with Scarborough Alliance Corp. Outside of his advisory duties, he manages a town park and beach in Carmel, New York. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management for many plans alongside participant-level investment options and educational support. The firm employs a strategic asset allocation framework and risk-based mutual fund portfolios, serving its clients through both broker-dealer and investment advisory registrations.

William Maurer is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures solutions. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and commercial arrangements.

Riley Cameron is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and no prior industry experience. Before joining Rockefeller Financial in 2025, Riley held roles in the education sector at Southern Methodist University, San Diego State University, and two Catholic schools. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Sharon Appelman is a CFP® and holds a Series 66 license, with 19 years of experience in financial advisory. She has worked at First Manhattan Co. LLC since 2022 and spent eight years at Neuberger Berman LLC prior to that. 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 management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Grace Pellegrino is a financial advisor at Kestra Advisory with one year of industry experience. She holds a Series 65 designation and previously worked at Jaffe Tilchin Investment Partners, LLC from 2023 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance testing, employee education, and access to multiple management platforms, serving clients such as sovereign wealth funds and large institutional investors.

Jianhong Zhou is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, and it maintains distinctive market roles including in-house research and operation as a swap dealer and futures commission merchant.

Thomas Dziubela is a Series 66-licensed advisor at Rockefeller Financial LLC with one year of industry experience. He has been with Rockefeller Financial and ROCKEFELLER Capital Management since 2024. Prior to his advisory role, he worked at Siena College, Regis High School, and St. Patrick’s 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 through a Private Advisor model and a consolidated investment platform, along with broker-dealer services and alternative investment placements.

Cameron Deere is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Alumni Ventures and Brown University. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer that also offers investment banking and placement services through a consolidated investment platform.

Robert Brous is a financial advisor with NewEdge Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory role, Mr. Brous is the Managing Principal of Advisium Wealth Management, LLC, where he handles accounting and HR functions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house manager selection with third-party model portfolios and advisor discretion.

Winnie Lau is a financial advisor at First Manhattan Co. LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for six years before joining First Manhattan in 2021. 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 and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating wealth planning alongside portfolio management.