Richard Rubin is a CFP®-certified financial advisor with 21 years of industry experience. He has worked at \u0026PARTNERS since 2025 and previously spent 11 years at Ameriprise and Ameriprise Financial Services, Inc. Outside of advising, Rubin owns and operates CrossFit Strong Island, a fitness facility in Merrick, NY. \u0026Partners serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary account management.

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.

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 Inc. with nine years of industry experience. He holds the Series 65 and Series 63 licenses. Braune previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA for nine years and at JP Morgan for four years. 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 through both discretionary and non-discretionary programs and maintains unique market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Francis Dispigna is a financial advisor with Principal Financial Services, holding a Series 63 designation and over 41 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2007. Outside of his advisory role, he is involved in managing several family-owned real estate LLCs. 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 advisory programs, financial planning, and access to third-party money managers, with investment implementation typically carried out on a discretionary basis by these managers.

Subryan Armogan is a financial advisor with Citigroup Global Markets in New York City, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 is notable for its large institutional scale and diverse 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.

Brian Odonoghue is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2017. Prior to that, he spent 11 years with New York Life Investment Management LLC and NYLife Distributors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Gus Kasun is a financial advisor at Citigroup Global Markets with Series 66 credentials and one year of industry experience. His prior work includes a brief tenure at Baird before joining Citi. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services that combine multi-asset strategies with both discretionary and non-discretionary management.

Charlie Santos is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Oppenheimer and previously worked at Edward Jones for seven years. Outside of his financial career, Santos coaches youth soccer and has been involved with local soccer academies for over a decade. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management and financial planning.

Alexander Rabinovich is a financial advisor with Principal Financial Services and holds a Series 63 designation. He has 34 years of industry experience, including long-term roles at Principal Life Insurance Company and Principal Securities Inc. He also sells health insurance to existing clients as an outside business activity. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Dawn Patak is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. She 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 and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Praveen Sekar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career has primarily been with Citigroup, including roles from 2013 to 2022 and from 2022 to the present, with a brief tenure at Wells Fargo Clearing in 2022. Citigroup Global Markets Inc. 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 market roles that distinguish it from peers.

Michael Kushch is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Ridgewood Bank and Infinex Investments, as well as HSBC Bank USA and HSBC Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients by offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegated investment management by its representatives.

Wolf Perl is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 credential and over 28 years of industry experience. He has worked at both firms since the early 1990s and late 1990s respectively. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, delivering tailored financial planning and consulting services.

Evan Portnoy is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Commonwealth since 2017, following a 12-year tenure at National Planning Corporation. Portnoy is also Executive Vice President and Co-Owner of Newport Coverage Corp., a private insurance firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Jiarui Li is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Transamerica, Li has held roles at Uber Technologies Inc. and Petco. Outside of advising, Li provides administrative support for Winningstar Leadership Development Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.