David Dobin is a CFP® professional with 25 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he volunteers by selling merchandise at cost to support a colleague battling an illness. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Erika Littlejohns is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Citigroup since 2008. Citigroup Global Markets serves individual and institutional clients across various wealth and workplace 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 and clearing services.

Rowland Pepito is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at Wealth Enhancement Advisory Services, LLC. His background includes roles at American Century Investment Services, Inc., Northwestern Mutual Investment Services LLC, and Ernst and Young. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large advisor network, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active managers alongside quantitative, momentum, and fundamental analysis.

Victoria Mc Mahon Croce is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with eight years of industry experience. She has worked at various affiliated Bankers Life entities since 2007 and currently manages and trains new agents as part of her role as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, periodic rebalancing, and tax efficiency. The firm integrates investment management with affiliated broker-dealer and insurance services and emphasizes individual client relationships.

William Zimmer is a financial advisor with Kestra Advisory, holding CFP® and Series 66 credentials and two years of industry experience. He has worked at Kestra Advisory since 2023 and previously at NexGen Financial Group in 2021. Zimmer is involved in para-planning and administrative support within his firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of investment platforms and solutions.

Jason Burklow is a CFP® and ChFC® with two years of experience in financial advisory. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Ameriprise and Burklow & Rotella, LLC. Outside of finance, he has worked in education and the hospitality sector. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Ellen Montemayor is a ChFC® credentialed financial advisor with 24 years of industry experience. She has been with New York Life since 2002 and joined Eagle Strategies (NY Life) in 2026. Eagle Strategies serves a broad range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jason Beene is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently an advisor at Corient, where he has worked since 2022. Prior to that, he spent 18 years at RegentAtlantic. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party solutions and employs continuous portfolio monitoring and risk management tools.

Michael Whittemore is a CFP® and CFA® with 18 years of experience in the financial advisory industry. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019, including time at its affiliated entity Beacon Pointe Wealth Advisors, LLC. His prior experience includes roles at Heller Wealth Advisors, LLC and U.S. Trust - Bank of America. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across multiple asset classes.

Tammy Cooper is a CFP® professional with three years of industry experience, currently advising at Mercer Global Advisors Inc. since 2018. Prior to this, she worked at Traust Sollus for two years. Outside of her financial advisory career, she has been an active member of the Franklin Park Volunteer Fire Company since 2012. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory and planning services. The firm’s investment approach relies on Modern Portfolio Theory, utilizing diversified portfolios implemented with low-cost ETFs, separate account managers, and other investment vehicles, alongside educational content and integrated service lines.

Eric Jimenez is a CFP® professional at Corient with experience spanning roles at Summit Financial, First Republic Bank, and William Peterson University. He has been with Corient since 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, continuously monitoring portfolios with risk management tools and incorporating alternative investments when appropriate.

Alim Ozbilge is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions across multiple client segments.

Kelly Zemaites is a Series 66 licensed financial advisor with 14 years of industry experience, currently serving clients at TIAA-CREF since 2016. She is based in Hackensack, NJ. Outside of her advisory role, Zemaites is involved in managing real estate investment properties with her family through several partnerships. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often working with clients connected through employer retirement plans. The firm offers a range of portfolio management options, including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Christopher Risko is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Signature Realty, Horner Townsend and Kent, and Penn Mutual Life Insurance Company. In addition to advisory work, he is involved in managing sales agents and placing insurance products with affiliated companies. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party model portfolios and provides discretionary and non-discretionary investment programs.

Michael Bokach is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2018, with prior roles at Agia, 1Force, and Keypoint Government Solutions. Outside of his advisory work, he is involved with Agia as an agent focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform and incorporating tax-aware and ESG overlay options.

John Kraeutler is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and Private Advisor Group since 2014. Kraeutler Financial, LLC, a non-investment-related business entity, is also among his ventures. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

John O'Keeffe is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has held roles at Kestra Investment Services, Trust Financial Services, Capitas Financial, O'Keeffe Financial Partners, and Raymond James Financial Services. O'Keeffe is the owner of O'Keeffe Financial Partners LLC and serves as an independent contractor specializing in life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions to support its services.

Nairon Majeed is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. 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 and maintains distinctive market roles such as swap dealer and futures commission merchant.

Anthony D'auria is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Royal Alliance Associates, Inc. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments via the CAIS platform, and lending and cash-management options.

Alexander Scott is a CFP® with 4 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Fisher Investments, and MACRO Consulting Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.