Jiahong Yan is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 14 years of industry experience. Prior to joining Independent Financial Partners in 2024, Yan worked at Realta Investment Advisors and Realta Equities from 2018 to 2024, and Securities America Advisors from 2015 to 2017. Yan is also the owner of Forstrum Wealth Management, which engages in client asset management and fixed insurance products. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model. The firm serves a nationwide client base including individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Giuseppe Imbriano is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 20 years of industry experience. His career includes roles at Ameritas and Empire Financial Partners, as well as ownership and leadership positions in multiple business ventures, including Integrated Hr, Inc. and Direct Care Carrier, LLC, a transportation service for home care agency employees. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, offering a range of asset management and financial planning services through various program platforms and a broad product set.

Justin Kimmel is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at NYLife Securities LLC and New York Life, along with earlier experience outside finance in catering and education. 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 tailored advice across multiple program types, including non-discretionary asset management and retirement plan consulting, with an emphasis on aligning recommendations to client objectives and plan sponsor criteria.

Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer of the Rotary Club of Oyster Bay. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Adam Cline is a CFP® and ChFC® with 28 years of industry experience, currently serving at Guardian Life since 2012. He holds Series 63 and Series 65 licenses and engages in additional investment-related insurance activities outside of Guardian Life. Guardian Life operates through its subsidiary Park Avenue Securities LLC, providing brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with access to insurance products and alternative investments.

Jeffrey Isaac is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and 23 years of industry experience. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Massachusetts Mutual Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services, employing portfolio construction supported by Morningstar Investment Management. The firm operates at scale with a large client base and a focus on non-discretionary assets.

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Jason Hoffman is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including a decade at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also a notary. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide 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 such as operating as a swap dealer and futures commission merchant.

Steven Wagner is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His career includes multiple roles within HSBC-affiliated entities and Investors Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of investment strategies from client-directed to fully discretionary programs, utilizing model risk profiles and due diligence processes supported by HSBC Global Asset Management and affiliated providers.

Alexander Tantleff is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citibank since 2020. His prior experience includes roles at AXA Advisors and J.P. Morgan from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting a broad spectrum of client needs from workplace accounts to ultra-high-net-worth portfolios.

Sean Paton is a Series 66-credentialed advisor at Guardian Life with one year of industry experience. His prior roles include positions at Northeast Financial Network and Tocqueville Asset Management. Outside of finance, he serves as a coach for the Checkmate Lacrosse Club, a travel lacrosse program on Long Island. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated lending options.

Yahaira Tejeda Garcia is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2024 and has experience working at New York University. 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 integrates institutional-scale resources with unique market roles and arrangements.

Naveen Joshi is a financial advisor at Guardian Life with 37 years of industry experience. He holds the Series 63 designation and has been associated with Guardian Life since 2004, as well as Park Avenue Securities since 2015. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions tailored to client needs.

Janet Hayes is a financial advisor at Oppenheimer with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Oppenheimer since 2010. Hayes serves as a trustee of the Louis J. & Doris Lombardi Foundation. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services covering equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Christopher Walkley is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously held various roles at Morgan Stanley entities from 2008 to 2017. 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, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs utilizing both in-house and third-party portfolio management.

Andrew Cohen is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2004 to 2007. He holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm emphasizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including security-pricing activities and derivatives services.

William Witt is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2005. 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 high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients through brokerage services, financial planning, and advisory programs.

Caleb Pointdujour is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to his current role beginning in 2026, he worked at Equitable Advisors, LLC from 2024 to 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios through its TD Managed Portfolios and related offerings.

Aly Eldean Ibrahim is a financial advisor with HSBC Securities (USA) Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at HSBC Bank USA, NestEgg Investments, Oceanfirst Bank, Cetera, and Flushing Bank. HSBC Securities (USA) Inc. provides managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types, combining client-directed and discretionary approaches, and employs a multi-profile investment process supported by global asset management affiliates and third-party providers.

Donna Mannarino is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has held her current position since 2007. Her credentials include the Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, operating at a large institutional scale with specialized market roles.