John Claghorn IV is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and over 21 years of industry experience. His career includes roles at Rockefeller Capital Management, City National Bank, and RBC Capital Markets. 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, and investment banking services.

Juan Becerra is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He has previously worked at Goldman Sachs & Co. LLC for seven years and Bergenfield Billiards for one year. Becerra holds Series 63 and Series 65 licenses. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers portfolio management through various account structures and employs multiple analytical approaches, operating as a fiduciary when a written advisory agreement is in place.

Avi Jankelovits is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional capabilities including in-house research, swap dealing, and futures commission merchant operations.

Sam Ghali is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has been with CitiGroup since 2015, following a prior role at Merrill. Citigroup Global Markets serves individual and institutional clients across various segments including workplace, high-net-worth, and ultra-high-net-worth, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Jason Hill is a financial advisor at First Manhattan Co. LLC with two years of industry experience. He previously worked at UBS Financial Services and Rise North Capital, and has held roles outside finance, including at Amazon and the University of South Carolina. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, along with trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management with tailored advice delivered through individually managed portfolios.

Joseph Canciglia is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2014. He holds Series 63 and Series 65 licenses and is based in Hackensack, NJ. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charities, and municipal clients. The firm offers a range of brokerage services, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management.

Ashley Bittar is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Montclair State University. Outside of finance, she has experience working at Giovanna's Cafe. 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 financial planning services and operates as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and investment banking services.

Lawrence Rosa is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Mariner Wealth Advisors since 2017 and was previously with Chilton Trust Company from 2015 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by a dedicated Investment Committee and integrates extensive tax and accounting services alongside traditional portfolio management.

Anthony Lafranca is a financial advisor with PlanMember Securities Corporation in Irvington, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with PlanMember since 2010. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios supported by participant education and personalized retirement planning.

Erick Pesantez Santana is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at CitiGroup, Merrill, and Bank of America. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment process uses multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, providing both discretionary and client-directed portfolio management.

Mathew Lazzarini is a financial advisor at Citigroup Global Markets with four years of industry experience. He has held positions at Coatue Management, LionGrove LLC, and PriceWaterhouseCoopers. Outside of his advisory work, he is involved in catering through The Chef's Agency, assisting with events primarily on weekends. 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 implements multi-asset, multi-manager strategies and maintains large-scale institutional capabilities including in-house research, derivatives trading, and bespoke discretionary solutions.

Giuseppe Ferrucci is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional capabilities alongside specialized market roles.

Chris Naum is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including LPL Financial and Ic Advisory Services. Outside of advising, he is involved in tax preparation and accounting through CHN Life Planning Services LLC and serves as a FINRA arbitrator. He also has roles in mortgage and real estate services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a range of fundamental and technical investment analyses.

Nochum Wilner is a financial advisor with Guardian Life holding a Series 66 credential and 15 years of industry experience. He has worked extensively with Guardian Life and Park Avenue Securities over the past decade. Outside of his advisory role, Wilner provides tax preparation services through Wilner Wealth Strategists LLC and serves as secretary on the board of Congregation PNAM Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with access to proprietary programs, third-party solutions, and integrated insurance and alternative investment products.

Daniel Moldaver is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at iCapital Markets, LLC and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary solutions, and operates as a registered broker-dealer providing a range of investment and placement services.

Brian Wood is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 25 years of industry experience. He has worked at TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small corporate retirement plans. The firm offers both planning services and ongoing portfolio management using model and customized investment strategies within a fiduciary framework.

Sean Howard is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He 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 broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research capabilities, and distinctive market roles such as acting as a swap dealer and futures commission merchant.

Douglas Drehwing is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, following prior roles at Santander Securities LLC and HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale, in-house research, and unique market roles including swap dealing and futures commission merchant services.

Rashad Bekirov is a financial advisor with Citigroup Global Markets holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, The Prudential Insurance Company of America, and Pruco Securities LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and provides services such as discretionary managed accounts, mutual funds, ETFs, and alternative investments.

Gari Semon is a financial advisor at Guardian Life with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Park Avenue Securities, BGS Capital Management LLC, CETERA Financial Specialists LLC, and Victors Maywood. He also operates as an independent financial professional through BGS Capital Management LLC, advising clients based on their goals and risk tolerance. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and investment 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 and consulting services.