Charles Scarallo is a CFP® with Wealthspire Advisors in Melville, NY, where he has worked since 2016. He has five years of industry experience. Outside of his advisory role, he manages CKAS Equipment LLC, a heavy equipment acquisition business involved in a cooperative rental platform. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with about 220 advisors and nearly 9,700 clients. The firm serves individuals, including high-net-worth clients, as well as corporate, nonprofit, and pension plan clients, employing an institutional-style asset allocation framework with diverse investment vehicles and ongoing client monitoring.

Rafael Mesquita is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Citibank N.A. since 2017, following a two-year period at Agriforte S.A. Outside of his advisory role, he is involved in restaurant management as a waiter and provides transportation services as a driver with Uber. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, to support its advisory and execution capabilities.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 designations. He has five years of industry experience and has worked at New York Life Insurance and NYLIFE Securities LLC. His background also includes roles outside the financial sector, such as positions with Adelphi University and the Town of Hempstead. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and leads roles in MirQuest Financial, LLC and MirQuest Insurance Services, LLC, where he is involved in sales, recruiting, training, and supervising agents as well as business planning and marketing. Syed is also a partner in Vista Marketing Partners LLC, focusing on strategic growth and insurance carrier contracting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, offering a range of discretionary and non-discretionary programs that include in-house and third-party model portfolios as well as ongoing financial consulting.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including 12 years at TIAA-CREF and his current roles at Stratos Wealth Partners and LPL Financial since 2022. He serves as a non-profit board member for Mt Olivet Cemetery in Maspeth, NY. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

David Aodu is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work includes roles at Albemarle County, McIntire School of Commerce, Carilion Clinic, and City of Laurel Parks and Recreation Department. Citigroup Global Markets serves individual and institutional clients across various wealth 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 execution services, and provides customized solutions for high-net-worth clients.

Brett Burian is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles and provides a broad range of advisory, execution, and custody services.

Katherine Agrillo is a financial advisor at CWM, LLC with the designations ChFC® and Series 63. She has over two decades of industry experience, having previously worked at The Pinnacle Financial Group and LPL Financial, and operates Multiplex Planning dba Agrillo Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis supported by an in-house Investment Committee.

Elyanur Jalilova is a Series 66 licensed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citibank N.A. since 2020 and previously held roles at AK&Z Food and Piada Inc. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs and custody services. The firm emphasizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Ponte is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citi Bank Personal Wealth Management since 2011. Outside of his advisory role, he is involved in managing a rental property in Long Island City, NY. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a variety of advisory and execution services tailored to workplace, high-net-worth, and ultra-high-net-worth segments.

Timothy Schmoll is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Intersect Capital LLC and Procapita Partners, LLC. Outside of finance, he has a background in professional sports, having worked with Dover Athletic Football Club, Aldershot Town FC, and the New York Red Bulls. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.

Maria Ocampo is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Premier Asset Solutions Inc., Nylife Securities, LLC, and New York Life Insurance Company. Ocampo operates Ocampo Financial Strategies, LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gabriel Bonebrake is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding a Series 66 designation and 10 years of industry experience. He has previously worked with Nylife Securities LLC, Cardinal Financial Advisers, Accenture, and New York Life Insurance Co. among other roles. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Xin Cheng Mai is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2017, following earlier work at Scottrade. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operations as a swap dealer and futures commission merchant.

Linna Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Citigroup since 2017, including roles at HSBC Securities (USA) Inc. and HSBC Bank USA National Association prior to joining Citigroup Global Markets. 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 large-scale institutional capabilities alongside unique market roles such as swap dealer and futures commission merchant.

Alex Kavazis is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and National Financial Network/Guardian. Prior to his financial services career, he was involved in the food service industry and held roles related to education. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored to specific programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Joseph Messina is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC Advisory Services, LLC. His prior experience includes over two decades at American Portfolios Financial Services, Inc. In addition to his advisory role, Messina operates a CPA practice focused on income tax preparation and holds a minimal insurance agent position. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement consulting through multiple program models and utilizes both proprietary guidance and third-party platforms.

Anthony Mancusi Jr. is a registered representative with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, all with HSBC-affiliated entities, including dual roles as a Bank Officer with HSBC Bank (USA) N.A. and a registered representative with HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both discretionary and client-directed investment solutions using a range of model risk profiles, supported by affiliated asset management and fund due diligence providers.

Mark Gold is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials. He has been in the financial services industry since 2026 and has prior experience in healthcare and startup sectors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.