Brian Ocampo is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Barrington Media Group. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Frederick Corsentino Jr. is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets implements multi-asset, multi-manager strategies using both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Brigid Donnelly is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc. since 2005. Donnelly serves on the Iona University Alumni Association Board, participating in board and university activities outside of work hours. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm uses strategic and tactical asset allocation and various investment vehicles to tailor client solutions.

Tania Martinez is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019. Prior to that, she spent eight years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale, in-house research capabilities, and unique market roles such as operating as a swap dealer and futures commission merchant.

Cristal Chung is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2004. 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 employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

Emmanuel Adzadza is a financial advisor with Eagle Strategies (New York Life) in New York, NY, holding Series 66 and Series 63 licenses and bringing four years of industry experience. His background includes roles at New York Life Insurance Company and Nylife Securities LLC, among others. Outside of his advisory work, he serves as an instructor providing fundamental IT education to older immigrant communities and is a board member of The Butterfly Ghana Foundation, a nonprofit supporting children with special needs in Ghana. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and advisory services with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Leonard Cheah is an investment advisor representative with TLG Advisors, Inc. in Summit, NJ, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at The Leaders Group Inc., Compass Management Holdings LLC, and GWN Securities, Inc. Outside of his advisory work, he is co-founder and CFO of OC Tech, LLC, a company focused on creator ERP systems, and co-founder and CFO of Good Fire Co. LLC, a hot sauce brand. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs a manager selection approach grounded in fundamental analysis and Modern Portfolio Theory, offering both sub-advised portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Jaime Moraiz is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2023. Prior to his advisory role, he attended Fordham University’s Gabelli School of Business. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, providing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market functions, including in-house research and execution roles, and offers a broad set of advisory and custody services.

Jay Heidt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 registrations and possessing 42 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management delivers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Mark Chuirazzi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2022. Prior to his current role, he has experience at Penn State University, Pittsburgh National Golf Club, Treesdale Community Center, and North Allegheny School District. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Alan Umansky is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior roles include positions at ColRich and Correlation Ventures, as well as experience with SM International Trading Corp and involvement at Boston College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains institutional capabilities such as in-house research, swap dealing, and futures commission merchant operations.

Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Kevin Yang is a financial advisor at Eagle Strategies (NY Life) with 15 years of industry experience. He holds Series 63, 65, and 66 designations. His prior work experience includes roles at Nylife Securities LLC, New York Life Insurance Company, HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and Capital One. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers and emphasizes tailored recommendations across multiple program types.

Raymond Connors IV is a Series 66-licensed advisor at Citigroup Global Markets with one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Mazzola Financial, alongside academic roles at Baruch College and The Scholars Academy. 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, swap dealing, and futures commission merchant activities.

Kaniz Fatema is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Her work history includes roles at Citigroup, New York University, Canadian Imperial Bank of Commerce, JPMorgan Chase, and Goldman Sachs. 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 employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, distinguishing it within the industry.

Christian Becerra is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra is a trustee on the board of the nonprofit Women Rising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm offers a combination of advisory and broker-dealer services, managing over $8 billion in discretionary assets as of the end of 2025.

Carol Ng is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and eight years of industry experience. She has worked at Citigroup since 2018 and previously spent three years at UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Etty Surkis is a financial advisor at SPC with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Parkland Securities, Sigma Planning Corporation, NYLIFE Securities, Eagle Strategies, and ExcelSum Capital, Inc., which she owns and operates alongside a corporate catering business. She is also a member of Zisels Links and Shloimys Club, supporting education and resources for orphans and their surviving parents. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors delivering tailored, typically discretionary investment advice through various account programs and partnerships.

Yinan Xiao is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations, and has 21 years of industry experience. Xiao has worked at Transamerica Financial Advisors since 2012 and has held roles at several firms including Fidelity Service LLC and Century 200 Group, LLC. Outside of advising, Xiao is involved with Union Synergy as an owner and administrator and provides estate planning services through LSPN Pro, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Constantine Moutsatsos is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2006. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, combining in-house research, derivatives capabilities, and bespoke solutions for very large client relationships.