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.

Carl Friedrich is a financial advisor at Farther with the designations CFP® and CFA®, and holds Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at Excelsior Investment Advisors, Fcci Consulting, and FCE Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and independent managers, supplemented by AI tools under internal review.

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.

Coletta Alagia is a financial advisor with Guardian Life and holds a Series 66 designation. She has been in the industry since 2021, with experience at Northwestern Mutual Life Insurance Company, JT Urraro, Guardian Life Insurance Company, and Park Avenue Securities. Prior to her financial career, she was involved in dance instruction at Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves a range of clients including individuals, pension plans, charitable organizations, and corporations, offering brokerage, financial planning, and advisory services using both proprietary and third-party investment programs.

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.

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.

Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Herbert Oster is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he holds a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Nadezda Del Pozo is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She has been with Citigroup since 2013 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with VOYA since 2014 and has worked with Union Central since 1987. Outside of his advisory work, Nelson participates in motivational speaking engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs that combine model portfolios and manager-driven sleeves, with a focus on non-discretionary investment guidance alongside discretionary offerings.

William Ruland is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and previously worked at Sterling National Bank, LPL Financial, LLC, and Financial Resource Group. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Emerson Gomez is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citigroup since 2018, following seven years at Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

Christopher Aliseo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at First Republic Securities, HSBC Securities, and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies, with a combination of institutional scale and specialized market functions.

Brandon Zisa is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors, Vestwell, and Pruco Securities. Outside of his advisory work, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves as a mentor for a restaurant technology startup, Lunchbox.io. He is also a board member of the Pine Beach Land Use Board. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of model portfolios and manager-driven investment programs, combining an advisory platform with an active broker-dealer distribution model and extensive affiliate partnerships.

Thomas Palmeri is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, Palmeri volunteers as the kitchen manager at The INN @ St Francis soup kitchen and serves in leadership positions with the Patchogue Rotary Club and as Treasurer on the NAIFA New York State Executive Committee. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to meet diverse client needs.

Klara Muratova is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Primerica Advisors and Guardian Life Insurance Company from 2010 to 2020, and has been with Park Avenue Securities and Guardian Life Insurance Company since 2020. In addition to her advisory role, she serves as assistant treasurer for a condominium board, acting as a liaison between the CPA and the board. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.