Qi Wang is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She has worked continuously at Citigroup since 2015 in various capacities. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

George Russo Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked previously at firms including J.P. Morgan Securities and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, offering both point-in-time financial plans and optional managed account solutions.

Stanislav Nedzhetskiy is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at TIAA-CREF since 2019 and previously held roles at People's United Advisors, Inc. and People's Securities, Inc. He serves as a director for Merrick Bellmore Little League, assisting with league operations and youth clinics. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, frequently serving clients with existing TIAA-administered employer retirement plans. The firm uses a fiduciary standard and provides a range of advisory services including model and customized portfolios.

Kevin Flaaen is a financial advisor at Wealthspire Advisors with a Series 65 designation. He has nine years of prior experience at FineMark National Bank & Trust before joining Wealthspire Advisors in 2025. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services, customizing portfolios to client objectives with an emphasis on strategic asset allocation across a variety of investment vehicles.

Louis Gelormino is a CFA® charterholder with 23 years of industry experience, currently serving at Oppenheimer. He has been with Fahnestock & Co. Inc. since 2002. Gelormino is also the trustee and beneficiary of a family trust established by his parents. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies.

Guillermo Viladot is a Series 66-licensed financial advisor at Citigroup Global Markets with eight years of industry experience. His prior roles include positions at JP Morgan Securities LLC and Morgan Stanley. He also has entrepreneurial experience from his time at Wizzered Inc. and Appraisal MC LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

Jonathan Rosenbaum is a financial advisor with Primerica Advisors based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, and supports various financial planning and consulting solutions.

Brian Corey is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal oversight and research capabilities.

Manav Bhatia is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, he worked at Florida Financial Advisors and held roles at the National Fire Protection Association and Hofstra University. He is also an insurance agent for Farther Insurance Group, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Alan Li is a financial advisor with Eagle Strategies (NY Life) in Rego Park, NY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Co. since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with a diverse range of institutional sponsors within the New York Life affiliate structure.

Alexander Miradoli is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding CFP® and ChFC® designations and Series 66 and 63 licenses. He has eight years of industry experience and has held positions at both firms since 2017 and 2018, respectively. His background also includes a brief tenure at AppAcademy and Foresters Financial Services. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a variety of model portfolios and digital advisory solutions.

Jonathan Hoge is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Financial Resources Group Investment Services, LPL Financial, Astoria Bank, and TD Bank. Hoge is based in Garden City, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities combined with unique market roles and arrangements.

Allice Fu is a financial advisor at HSBC Securities (USA) Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with HSBC Bank USA, N.A. and HSBC Securities since 2005. In addition to her advisory role, she serves as a bank officer for HSBC Bank (USA) N.A., selling bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, combining strategic and tactical asset-allocation advice with fund due diligence and monitoring. The firm operates as an SEC-registered adviser and broker-dealer and provides both discretionary and non-discretionary portfolio options, including programs for qualified non-resident aliens.

Scott Odonnell is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE Capital Management. He is a founding partner of a networking group that currently has no financial gain. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Serafino Bruno is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Securities and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with institutional scale and specialized market roles.

Kevin Fahy is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA-CREF from 1994 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its adviser headcount.

Chi Lam is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2022, he worked at JP Morgan Chase Bank N.A. for four years and at Scottrade from 2016 to 2018. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, and combines large institutional scale with unique market roles and arrangements.

Albert Bergmann Sr. is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with Ridgewood Savings Bank and Infinex Investments, Inc. since 2016, serving as a financial consultant and program manager at Ridgewood Savings Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory and consulting services through a network of adviser representatives and operates with a hybrid adviser/broker-dealer structure that includes access to alternative investments and a lending marketplace.

Tristan Cooper is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Before entering financial advising, he spent two years with Texas A&M University Athletics. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and serves both product-sponsor and advisory roles, including managing mutual funds and private funds.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved in a non-investment-related business, D. Hass Tennis Inc., dedicating approximately 10 hours per week during weekends and after market hours. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.