Ziama Harmon is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. Their career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

Michael Erb is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at CNR Securities, BlackRock, Citigroup, and Thompson, Siegel & Walmsley LLC. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm applies an active, multi-strategy investment process combining quantitative and fundamental analysis and offers portfolio management, sub-advisory services, and model delivery across a range of asset classes.

Luis Seabra is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 credential and has worked at Citigroup since 2017, following a one-year tenure at Morgan Stanley. Outside of his advisory role, he is involved as a partner and owner in several trucking and real estate businesses in New Jersey, managing operations and property management activities outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with internal oversight to select and monitor managers, and maintains a combination of large institutional scale and market roles including futures and derivatives services.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Rafael Mesquita is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Citibank N.A. since 2017, following a two-year period at Agriforte S.A. Outside of his advisory role, he is involved in restaurant management as a waiter and provides transportation services as a driver with Uber. 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 and derivatives services, to support its advisory and execution capabilities.

Nicholas Spinella is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 designations. He has five years of industry experience and has worked at New York Life Insurance and NYLIFE Securities LLC. His background also includes roles outside the financial sector, such as positions with Adelphi University and the Town of Hempstead. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jaimie Miller is a CFA® charterholder with nine years of industry experience. She currently works at Capital Group Private Client Services, Inc. and previously spent eight years with Citi Private Alts., LLC/Citigroup Global Markets Inc. Miller's background also includes four years at the College of William and Mary. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach known as the "Capital System" that emphasizes fundamental research and a long-term investment horizon. The firm utilizes separately managed accounts, mutual funds, ETFs, and alternative strategy funds to implement client portfolios.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and leads roles in MirQuest Financial, LLC and MirQuest Insurance Services, LLC, where he is involved in sales, recruiting, training, and supervising agents as well as business planning and marketing. Syed is also a partner in Vista Marketing Partners LLC, focusing on strategic growth and insurance carrier contracting. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, offering a range of discretionary and non-discretionary programs that include in-house and third-party model portfolios as well as ongoing financial consulting.

Robert Sheriff is a financial advisor at Oppenheimer with 46 years of industry experience. He holds a Series 63 designation and previously worked for Morgan Stanley Private Bank, National Association for nine years before joining Oppenheimer in 2024. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment strategies, serving clients through both discretionary and non-discretionary accounts.

Brian Moody is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at CNR Securities, LLC, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of his advisory role, he serves as Treasurer for the Ridgewood Toastmasters Club and as a Director in Toastmasters International District 83, where he manages budgeting and financial reporting. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis with proprietary tools, offering portfolio and sub-advisory management across various asset classes.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including 12 years at TIAA-CREF and his current roles at Stratos Wealth Partners and LPL Financial since 2022. He serves as a non-profit board member for Mt Olivet Cemetery in Maspeth, NY. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

Jacqueline Phan is a financial advisor at First Manhattan Co. LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Prudential, and TELUS International. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios with individualized advice integrating wealth planning alongside portfolio management.

Kristen Hill is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Bank of America/Merrill Lynch for 23 years before joining Capital Group in 2025. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm employs a multi-manager approach known as the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

David Aodu is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work includes roles at Albemarle County, McIntire School of Commerce, Carilion Clinic, and City of Laurel Parks and Recreation Department. 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 and execution services, and provides customized solutions for high-net-worth clients.

Emma Mcgraw is a CFP® at First Manhattan Co. LLC with four years of industry experience. She previously worked for six years at Douglas C Lane & Associates, LLC before joining First Manhattan in 2022. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives and integrates wealth planning alongside portfolio management.

Brett Burian is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has been with Citigroup and its affiliated entities since 2015. 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 specialized market roles and provides a broad range of advisory, execution, and custody services.

Antonio Alves is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Katherine Agrillo is a financial advisor at CWM, LLC with the designations ChFC® and Series 63. She has over two decades of industry experience, having previously worked at The Pinnacle Financial Group and LPL Financial, and operates Multiplex Planning dba Agrillo Financial Group. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis supported by an in-house Investment Committee.

Elyanur Jalilova is a Series 66 licensed financial advisor at Citigroup Global Markets with three years of industry experience. She has worked at Citibank N.A. since 2020 and previously held roles at AK&Z Food and Piada Inc. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs and custody services. The firm emphasizes multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by internal standards and oversight committees.