Fernando Rodriguez is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, following a year at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, combining institutional scale with unique market functions.

Rusbel Trujillo is a financial advisor at Eagle Strategies (NY Life) with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Eagle Strategies since 2021. Prior to that, he worked with NYLife Securities LLC and New York Life Insurance Company starting in 2012 and 2014, respectively. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers various program types, including fee-based advice and retirement plan consulting, with a focus on tailoring recommendations to client needs and plan sponsor criteria.

Alan Schnall is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2007. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and a range of investment strategies tailored to client objectives.

Amarilis Larragoity is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Citigroup since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors, and also managed Dorado Style, Inc. for ten years. Citigroup Global Markets serves individual and institutional clients across a wide range of segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Christina Proscia is a financial advisor with Valic Financial Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Valic Financial Advisors since 2021 and previously spent 13 years with TIAA and TIAA-CREF. Outside of her advisory role, she serves as Treasurer and board member for the Waterford Maintenance Association, part of the larger Crystal Pointe Homeowners association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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 and operating with a large network of advisors nationwide.

Rebecca Leitner is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. She previously worked at PNC for four years and has held roles in various organizations including The Park on Morton and Scripps Ranch Swim and Racquet Club. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, multiple asset classes, and extensive affiliated service networks beyond traditional advisory platforms.

Siddi Hussain is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Charles Schwab, The Bridge Group, and NYLife Securities. Outside of advising, he is involved with Zenithal LLC, an online retail business offering clothing and jewelry, and he works as an independent contractor for both Uber and Lyft. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Brendon Walsh is a financial advisor at Equity Services, Inc. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Northwestern Mutual, Merrill Lynch, and MassMutual. Outside of his advisory work, he is involved in the insurance business as an agent for fixed insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms with a combination of long-term investment strategies and options for shorter-term trading, utilizing various third-party asset managers and model portfolios.

Steven Rosenberg is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is an investor in a restaurant business located in North Carolina. 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, financial planning, and consulting services and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Frederick Tan is a CFP® professional with 17 years of experience in the financial industry. He is currently with Cerity Partners LLC and has previously worked at Goldman Sachs, RBC Wealth Management, and BNY Mellon Wealth Management. Outside of his advisory role, he manages Heart Themes, LLC, a retail organization, and owns Meditations and Mindfulness, a health and wellness business. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Christian Calabro is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds a Series 65 designation and has worked in various capacities including at Innovative Financial Concepts, LLC and 1847 Financial. Outside of his advisory roles, Calabro serves on the board of the Greater Fort Lauderdale Chamber of Commerce and co-chairs the League for Junior Achievement of South Florida, where he volunteers to mentor public school students. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and access to third-party asset managers. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a full range of custody, execution, and brokerage services.

Jordan Rae is a financial advisor with Hightower Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. In addition to his advisory role, he is involved with Capstone Strategic Wealth Advisors, LLC, an administrative services company related to his RIA practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Colton Outcalt is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He receives commission compensation from an individual insurance company unrelated to his advisory work. 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, and consulting, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Eulette Edwards is a financial advisor with Eagle Strategies (NY Life) based in Sunrise, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with New York Life Insurance Company and its affiliated entities since 2014 and operates her own firm, Eulette Edwards & Associates, Financial and Insurance Services, LLC, brokering insurance products. Additionally, she serves as an independent contractor facilitating mindset training through The Pacific Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mason Liu is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and the University of Miami. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Steven Weinkle is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 designations and has 32 years of industry experience. He has worked at Eagle Strategies since 2024 and concurrently operates W Financial LLC, where he brokers non-New York Life, non-registered insurance products. He has been associated with New York Life Insurance Co. and its affiliated firms since 1991. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm offers tailored solutions via multiple program types, with the majority of its assets managed on a non-discretionary basis.

David Willis is a financial advisor at &PARTNERS with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and J.P. Morgan Securities. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, providing investment management, financial and tax planning, and brokerage services. The firm employs a range of analytical methods and third-party strategies, offering both discretionary and non-discretionary management through its platforms.

Alina Akchurina is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. 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 through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Adam Kristol is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Prior to his advisory career, he was involved in real estate consulting. Outside of his advisory role, Kristol is active in managing family real estate investments through various business entities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jason Palmadesso is a financial advisor with Eagle Strategies (NY Life) based in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has served in various consulting and insurance brokerage roles under several DBAs, including Mahoney Financial Organization, LLC, The Bridge Group, Inc., and M&A Executive Benefit Insurance Solutions, LLC. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while offering a range of advisory programs tied to insurance and annuity products.