Mark Zagotti is a financial advisor at Next GEN Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, Axa Advisors, and Cathay Securities. Outside of his advisory role, he owns Z Force, LLC, a compliance consulting firm. Next GEN Advisors, LLC serves high-net-worth individuals and related entities by providing asset management, financial planning, and consulting through various managed account programs. The firm combines fundamental and technical investment methods and is notable for its affiliation with Cathay Securities, Inc., a FINRA-member broker-dealer that allows dual registration and commissionable brokerage activities alongside advisory services.

Xiaoyu Li is a financial advisor at Next GEN Advisors, LLC with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Next GEN Advisors, Li worked at Meiwu Technology Company Limited and Superior Trading Ltd., and has experience in both finance and technology sectors. Next GEN Advisors primarily serves high-net-worth individuals and similar entities, offering asset management, financial planning, and consulting services. The firm combines fundamental and technical investment methods and operates as a subsidiary of Cathay Securities, Inc., allowing its advisors to engage in both advisory and commissionable brokerage activities.