Matthew Voss is a financial advisor at RBC Rochdale, LLC with a Series 66 designation and three years of industry experience. His work history includes roles at CNR Securities, LLC, Schroders Investment Management, Atlas Search, and Hurley Partners. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, and various institutional clients. The firm uses an active, multi-strategy investment process combining quantitative and fundamental analysis and offers discretionary and non-discretionary portfolio management, sub-advisory services, and other investment management solutions.

Simon Mogg is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Before his current tenure at Citigroup beginning in 2018, he worked at BNP Paribas from 2016 to 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, implementing multi-asset strategies through discretionary and non-discretionary programs.

Christina Lin is a financial advisor with Eagle Strategies (NY Life) in Flushing, NY, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Eagle Strategies since 2023 and has prior experience with ABI FI Corp., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advising, she works as a certified translator providing services to New York State agencies. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within an integrated New York Life affiliate structure.

Attila Boda is a financial advisor with Primerica Advisors holding a Series 66 designation and has experience working at firms including Morgan Stanley and Citi. He has been active in the industry since 2005 and currently works at Park Avenue Securities. Outside of finance, he is involved with Real Steel Honda Racing, participating in motorcycle racing activities in the MotoAmerica series. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies. The firm manages approximately $15 billion in regulatory assets under management and supports various account-level services including lending and donor-advised funds.

Adam Mizrahi is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at First Manhattan Co. LLC with one year of industry experience. His prior roles include positions at Blue Investment Group and Point72 Asset Management. 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, tailoring advice to client objectives with individually managed portfolios that may combine active and passive investments.

Cooper Smith is a CFP® professional with one year of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC. Prior to joining First Manhattan, he worked at Carnegie Investment Counsel and Capital Financial Advisors of New York, LLC, among other roles. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning with portfolio management.

Rohan Handa is a financial advisor with Eagle Strategies (NY Life) based in Rego Park, NY, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Eagle Strategies since 2013 and has over two decades of prior experience at New York Life. Outside of his advisory role, he is an investor in real estate, specifically in apartment complex investments. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis, and operates within an integrated structure affiliated with New York Life.

Robert Gallo is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as various institutional clients. The firm offers a distinct advisory model separating one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund.

Leonard Descartes is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He previously worked at TD Bank N.A. and AMAZON before joining his current firm. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

James Lee is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a range of investment advisory programs, broker-dealer execution, and custody services, employing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Victoria Amyot is a Certified Financial Planner (CFP®) with 15 years of industry experience. She currently works at First Manhattan Co. LLC, where she has been since 2022. Prior to that, she held roles at Northwestern Mutual Wealth Management Company and other financial firms. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth clients, including individuals, trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven value-oriented portfolio management, combining active and passive investment strategies tailored to client objectives.

Abel Joseph is a financial advisor at Primerica Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2022 and Guardian/GHF since 2021. Outside of his advisory role, he works part-time as a health agent for Anthem BCBS and also engages in part-time work with Instacart. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm uses a range of investment strategies including proprietary model portfolios and third-party managers, supporting various account types and lending solutions.

Marc Scharf is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Advisory Services Network, LLC before joining Private Advisor Group in 2018. Outside of his advisory role, Mr. Scharf consults on revenue streams for investment advisory and captive insurance services and is involved in business development consulting for Independent Captive Associates. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing a variety of investment strategies and extensive industry affiliations.

Donald Boyle is a financial advisor with Eagle Strategies (NY Life) based in Uniondale, NY, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 17 years with Eagle Strategies and over 25 years affiliated with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis.

John Walsh is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and Deutsche Bank Trust Company Americas. Walsh is also involved in JBW Financial Holdings, LLC, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment approaches and third-party asset management programs.

Michael Monteverde is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale alongside specialized market roles.

Boaz Pierre is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 designations. He has 10 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Company. In addition to his advisory work, he is an independent contractor appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Vincent Marsden is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding Series 63 and Series 65 designations with 18 years of industry experience. He has worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Lisena Gocaj is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup since 2022 and previously held positions at Capital One and JPMorgan Chase. 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 combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Eddy Hung is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Hung has been with Oppenheimer since 2021. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.