William Pasko is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 63 and Series 65 and three years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and the Better Business Bureau. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to provide access to a wide range of financial solutions.

Husain Bazzi is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 63 and 66 licenses and five years of industry experience. He has been with Goldman Sachs & Co, LLC since 2019 and also spent three years at Brooklyn Law School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, corporate participants, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and proprietary analytics, leveraging the broader Goldman Sachs network to offer a wide range of investment and advisory services.

Leonardo Diaz is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he is a member of an LLC managing personal real estate holdings in Miami, FL. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

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.

Tina Moy is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Primerica Advisors and has worked at Park Avenue Securities since 2008 and Guardian Life Insurance Company since 2007. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised fund options.

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.

Yale Bahar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is an owner of multiple rental properties in various U.S. cities, which he manages outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission services.

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.

Jimmy Huang is a financial advisor with TIAA-CREF in New York City and holds a Series 66 designation. He has 21 years of industry experience and has been with TIAA-CREF since 2011. Outside of his advisory role, he serves as the audit chairperson for the Buddhist Tzu Chi Foundation, a nonprofit humanitarian organization. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Ting Cheung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Citibank N.A. since 2017 and previously at Bank of America from 2015 to 2017. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by extensive in-house research and specialized market roles.

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.

Mia Peters is a Series 66 licensed financial advisor with one year of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, inc. Her prior experience includes roles at Equitable Advisors, LLC and Meddeas. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

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.

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.

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.