Jeanette Chung is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ameriprise and Royal Alliance Associates, Inc. Her career includes over a decade at Royal Alliance Associates before joining OSAIC Institutions in 2025. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s approach includes a combination of fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

Paul Sciacca is a financial advisor with Eagle Strategies (NY Life) in Melville, NY. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He is also president of NAIFA NY, where he oversees government relations and advocacy for insurance and financial advisors. His prior and concurrent roles include positions at Wealth Conservation Group, Inc., Pinnacle Strategies Inc., Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides advisory solutions through various program types, with the majority of assets managed on a non-discretionary basis.

Yeong Keng Chien is a CFP® professional with 20 years of industry experience, currently serving as a registered representative at HSBC Securities (USA) Inc. since 2016. He also holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program types, offering both client-directed and fully discretionary investment options. The firm’s investment process incorporates global asset management resources and uses a range of risk profiles while managing conflicts through established policies and disclosures.

Jose Baez is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including derivatives and futures services.

Angela Romeo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Citigroup since 2002. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and pricing capabilities while providing bespoke solutions for large relationships.

Melvin Finkelstein is a Series 63 licensed financial advisor with Janney Montgomery Scott, where he has worked since 2008. He has 44 years of industry experience. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

William Forte is a financial advisor at Oppenheimer with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Oppenheimer since 2018, following two years at AXA Advisors. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Michael Tynan is a CFP® with 16 years of industry experience, currently advising at Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at TIAA-CREF from 2015 to 2017. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans, providing various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs multiple investment approaches across equity, balanced, and fixed income strategies, with a substantial focus on non-discretionary relationships.

Rosemary Timoney is a CFP®-certified financial advisor at Wealthspire Advisors with 14 years at the firm and 3 years of industry experience. She holds Series 63 and Series 66 licenses. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, and nonprofits. The firm uses an institutional-style asset allocation framework and offers services such as wealth management, financial planning, and retirement-plan consulting.

Richard Rubin is a CFP® professional with 21 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent 11 years at Ameriprise, including Ameriprise Financial Services, Inc. Outside of his financial advisory work, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both advisory and brokerage services along with financial planning and investment banking. The firm employs a variety of investment strategies through proprietary models and third-party managers and operates with a combination of roles uncommon among peers.

Matthew Solano III is a financial advisor with GWN Securities Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining GWN Securities in 2022, he worked at Equitable Advisors and AXA Advisors, LLC. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Robert Campbell III is a financial advisor with TIAA-CREF in Melville, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected to TIAA-administered employer retirement plans and acts as adviser to a donor-advised fund, providing services within a vertically integrated structure that includes affiliated funds.

Nadieda Dazile is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 credential and has held positions at Citigroup and New York University Stern School of Business. Outside of her advisory role, she is involved in social media activities, including serving as an influencer and brand ambassador for beauty companies and managing an Amazon affiliate storefront. 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 a range of market roles and offers customized solutions for high-net-worth clients.

Michael Egan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He is the owner of Kingsbridge Capital Advisors, a private entity focused on securities, advisory, and insurance business. His prior experience includes roles at American Portfolios Financial Services, Inc. and OSAIC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, compliance, and practice-management support while enabling advisors to construct portfolios from a broad range of securities and insurance products.

Javier Cisneros Merino is a Series 66 licensed financial advisor at Citigroup Global Markets with two years of industry experience. His work history includes roles at Citi since 2022, as well as previous positions at the Consulate General of Spain, Deyde, and BBVA. 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, security pricing, and derivatives services.

Jan Hugo Johan Braune is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and JP Morgan from 2013 to 2026. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, distinguishing it through its scale and market roles.

Francis Dispigna is a financial advisor with Principal Financial Services, holding a Series 63 license and over 40 years of industry experience. He has been associated with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2007. Outside of his advisory role, he is involved in managing several property-related ventures with family members. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Subryan Armogan is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supporting large institutional scale and specialized market roles.

Jordan Woolfson is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS and Citigroup. Outside of financial services, he has been involved with JusCollege and CuseNationNews. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, providing tailored solutions for high-net-worth clients.

Brandon Powers is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and 16 years of industry experience. He has worked at Principal Securities Inc. since 2016 and was previously employed at Principal Life Insurance Company from 2012 to 2016. Outside of his advisory role, he serves as treasurer for his wife’s clinical psychology practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.