George Papanicolaou is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in managing a family LLC focused on commercial real estate ownership. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients access to proprietary and third-party advisory solutions along with integrated lending and insurance products.

Michael Buonassisi is a financial advisor with Hightower Advisors and holds a Series 65 designation. He has 12 years of industry experience, including roles at Altium Wealth Management LLC and Hightower Altium Holding, LLC prior to joining Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of entities. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Douglas Royce is a financial advisor at TLG Advisors, Inc. with 23 years of industry experience. His career includes roles at Simplicity Investments, Purshe Kaplan Sterling Investments, and Prudential Insurance Company of America, among others. He holds Series 63 and Series 65 credentials and operates the Douglas Royce Advisory Group, LLC, where he provides personal and commercial insurance services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services and fiduciary management, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, with additional offerings like its direct-to-consumer digital program, Starlight Portfolios.

Lewis Cabrera is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018, following prior roles at J.P. Morgan Securities and JPMorgan Chase bank. Cabrera is also a partial owner and silent investor in Lendi, LLC, a mobile software application platform for peer-to-peer rental services. 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 and maintains significant in-house research and market roles that distinguish it from typical advisory firms.

Matt Greenberg is a financial advisor at First Manhattan Co. LLC with five years of industry experience. He previously worked at MRJ Capital, Inc. for eight years before joining First Manhattan Co. in 2022. 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 portfolio management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Michael Ryan is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 licenses and possessing 20 years of industry experience. His prior experience includes roles at MBSC Securities Corporation for 14 years and Ameriprise. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, retirement-plan advisory, and other services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of model portfolios, in-house and external strategists, and technology tools to implement client recommendations, primarily through non-discretionary client-authorized accounts.

Lena Kristona Jagdeo is a CFP® and Series 63 credentialed financial advisor with 27 years of industry experience, all of which has been with First Manhattan Co. LLC. She has been with the firm since 1992. 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, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Nikita Mutalik is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at BBR Partners, LLC and Simon Quick Advisors, LLC. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon.

Edwin Castro is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with in-house research and specialized market roles, providing a broad range of advisory and execution services.

Kevin Coscarelli is a financial advisor at Lincoln Investment with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Lincoln Investment, he worked at Cadaret, Grant & Co., Inc. He is also involved in insurance sales through his ownership of KCMCSC LLC and partnership in Total Koverage LLC, focusing on professional and general liability insurance. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Brian Wischerath is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds a Series 66 designation and previously worked at TD Securities (USA) LLC and Villanova University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer providing investment banking and alternative investment placement services through a Private Advisor model and a consolidated investment platform.

Leland Soffel is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and totaling 41 years of industry experience. He has worked at Steward Partners in various roles since 2017 and previously at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Steven Cohen is a financial advisor with Rockefeller Financial LLC based in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a director of The Play On Foundation, a public foundation supporting children through sports. 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, operating as a registered broker-dealer that also provides securities transactions, variable insurance products, placement, and investment banking services.

Frank Tucek III is a financial advisor with Rockefeller Financial LLC in New York, NY, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior work includes positions at Merrill, Bank of America, and Foresters Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting. The firm operates both as an investment adviser and a registered broker-dealer, providing a range of services including securities transactions, insurance products, and placement and investment banking services.

Keith Smith is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His work history includes roles at CNR Securities, LLC, Citigroup Global Markets, Inc., Merrill, and Bank of America, N.A. He is also an author of books including a novel titled *Men in My Town* and participates as an Election Day Poll Worker for the New York State Board of Elections. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary portfolio management and sub-advisory services across a broad range of asset classes.

John Galvin is a CFP® with 19 years of industry experience. He is currently with Hightower Advisors, joining in 2024, and previously worked at CMG Financial Planning Ltd, Equitable Advisors, and Axa Advisors, Llc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a model that emphasizes manager selection and multi-manager solutions. The firm supports both discretionary and non-discretionary strategies and integrates proprietary research and various investment vehicles in its offerings.

Alvaro Pinto is a CFA® charterholder with 12 years of industry experience. He has worked at First Manhattan Co. LLC since 2017 and previously at Itau Unibanco from 2013 to 2017. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with 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 fund investments and integrating wealth planning alongside portfolio management.

Siying Huang is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Transamerica, Huang has worked with firms including OptionMetrics, LLC and Solomon Silver Care Inc (UnitedHealthcare). Huang is also involved with several other business activities including insurance and tax service companies. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers a comprehensive suite of advisory and broker-dealer services, combining proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Charissa Kerestesy is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Citigroup Global Markets since 2015. Outside of her advisory role, she is a co-owner of a rental property listed on Airbnb in Windham, VT. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as serving as a swap dealer and futures commission merchant.

Anca Garcia is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Legacy Edge Advisors, WealthShield Partners, Orbis Wealth, and Tiaa. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a mix of third-party independent managers selected through a formal due-diligence process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.