Brian Malloy is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley, including Morgan Stanley Private Bank, N.A. He is based in New York, NY. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Robert Mante is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 14 years of industry experience. He has worked at infinex Investments, Inc. since 2016 and Amalgamated Bank since 2011. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that includes a lending marketplace and third-party manager arrangements.

Derek Olsen is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs - Ayco for 22 years and Graypoint LLC for 4 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Susan Reese is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Graypoint LLC, Bender Lane Advisory, LLC, and Robertson Stephens Advisors. Outside of her advisory role, she serves as trustee for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, foundations, endowments, and other institutional clients. The firm offers customized portfolios with diversified asset allocation and a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Dominic Milito is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with TD Private Client Wealth LLC since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients, combining strategic and tactical asset allocation through portfolios that include affiliated and third-party sub-managers.

Jill Reiter is a CFA® charterholder with 14 years of industry experience. She has worked at First Manhattan Co. LLC since 2020, following prior roles at Invesco and Oppenheimerfunds Distributor, Inc. before a brief period away from the industry. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with various institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with tailored advice delivered through individually managed portfolios.

Emilton Lopez is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Advisors, Sterling National Bank, and LPL Financial. Outside of his advisory role, he is a business owner of a laundromat. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services.

Caren Chabora is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. Her work history includes roles at TD Bank N.A., Wilmington Trust, NA, and Wells Fargo Clearing Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, financial planning support, and custody services through a mix of affiliated and third-party sub-managers.

Steven Brett is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Marcum Wealth, Valmark Securities, and Raymond James Financial Services. Outside of advisory work, he serves as a trustee for a family trust and is a general partner and investor in a franchised health and beauty retail corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Martin Squicciarini is a financial advisor at HSBC Securities (USA) Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at HSBC Bank USA, N.A. since 2016, along with prior roles at Citigroup Global Markets and Morgan Stanley. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated asset management and fund selection firms to provide ongoing portfolio monitoring and management.

Leam Cohen is a financial advisor with Rockefeller Financial LLC based in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley and WarnerMedia, among other firms, before joining Rockefeller Capital Management and Rockefeller Financial LLC. 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 services, operating uniquely as a registered broker-dealer that provides securities transactions, insurance products, and investment banking services through a consolidated investment platform.

Ian Kansky is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 20 years of experience in the financial services industry. He has worked at both firms since 2014 and 2015, respectively. Kansky is also involved in public speaking on financial wellness topics. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including digital solutions and tailored financial planning services.

Mark Mulvoy is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Investment Management and First Republic Securities Company. Outside of his advisory role, Mr. Mulvoy serves as a manager for a client-owned LLC, a non-investment activity for which he receives no compensation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a broad range of clients and employs a diversified, asset-allocation-driven approach that includes both active and passive strategies, third-party manager allocations, and private fund management.

Wai Yee Hijuelos is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2018, with prior experience at Scottrade, Inc. from 2009 to 2017. Citigroup Global Markets serves individual and institutional clients across various 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, providing a broad range of advisory programs and custodial services.

Paul Guerney is a Series 66 credentialed financial advisor with 24 years of industry experience, currently affiliated with RBC Rochdale, LLC in New York, NY. He has been associated with Rim Securities LLC and Rochdale Investment Management Inc. since 2001. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a range of asset classes.

Carol De Pena is a financial advisor with First Manhattan Co. LLC, holding a Series 66 designation and six years of industry experience. She has worked at First Manhattan Co. since 2019 and was previously employed by Capital One Bank from 2015 to 2019. 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 fund investments and integrating wealth planning with portfolio management.

Jordan Aylesworth is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Fidelity Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning, and custody services through a mix of affiliated and third-party investment managers.

Matthew Maher is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, E*TRADE Securities, and Ameriprise Financial Services. Prior to his financial career, he spent two years working at Yelp. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing management through various programs, including customized portfolios managed under client-approved investment policies.

Verna Dottin Maitland is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior roles include positions at JP Morgan Securities, Merrill, Bank of America, Sperry Federal Credit Union, and Wells Fargo. Outside of finance, she operates a custom homemade cake baking and decorating business. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed accounts, and broker-dealer services primarily to individuals connected with TIAA-administered retirement plans as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing discretionary management, providing tailored investment solutions and acting as adviser to a donor-advised fund.

Daniel Lynch is a financial advisor at Valic Financial Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Valic, he worked at Agia as an agent selling non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of investment advisor representatives.