Amanda Lash is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Her background includes work in various roles outside finance, including positions at Midtown Life Studio and Negril ATL. 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 unique market roles, providing a broad set of advisory, execution, and custody services.

Zack Yevdeyev is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities LLC, Prudential Investment Management Services LLC, and GWFS Equities, Inc. His current role at Empower Advisory Group follows prior experience at major financial institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain 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.

Paul Orbon is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked with MLB and St. John's University. Outside of his advisory role, he has been involved with Next Level Baseball. 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 diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Carla Lanza is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Securities and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Gray Stangler is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at several firms, including J.P. Morgan Securities and Financial Partners Capital Management. Stangler has been with Focus Partners Wealth since 2024. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a wide range of wealth management and advisory services.

Matt Greenberg is a financial advisor at First Manhattan Co. LLC with five years of industry experience. He previously worked at MRJ Capital, Inc. for eight years before joining First Manhattan Co. in 2022. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Michael Liguori is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 66 designation and bringing 29 years of industry experience. He has previously worked at Ameriprise Financial Services, Inc. for 10 years and joined Principal in 2023. In addition to his advisory role, he is involved in the sale of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.

Kareem Roberts is a financial advisor with Valic Financial Advisors, holding a Series 66 license and five years of industry experience. He has worked at Valic Financial Advisors since 2021 and also serves as an agent for AGIA, offering non-securities insurance products. Prior to his advisory career, Roberts held positions at firms including Sears and Lowe’s. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Lena Kristona Jagdeo is a CFP® and Series 63 credentialed financial advisor with 27 years of industry experience, all of which has been with First Manhattan Co. LLC. She has been with the firm since 1992. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as 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, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Albert Murad is a financial advisor at Oppenheimer with 20 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. In addition to his advisory role, he serves as the treasurer of a networking group, managing its weekly breakfast payments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs multiple investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 2025.

Nikita Mutalik is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at BBR Partners, LLC and Simon Quick Advisors, LLC. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach that emphasizes fundamental research and a long-term investment horizon.

Edwin Castro is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary approaches. The firm combines large institutional scale with in-house research and specialized market roles, providing a broad range of advisory and execution services.

Lisandro Enferri is a financial advisor with Citigroup Global Markets in Brooklyn, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments and offers diverse investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including roles as a swap dealer and futures commission merchant.

Keith Smith is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His work history includes roles at CNR Securities, LLC, Citigroup Global Markets, Inc., Merrill, and Bank of America, N.A. He is also an author of books including a novel titled *Men in My Town* and participates as an Election Day Poll Worker for the New York State Board of Elections. RBC Rochdale serves a diverse client base that includes high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, offering discretionary portfolio management and sub-advisory services across a broad range of asset classes.

Xun Hu is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2023, following roles at J.P. Morgan Securities LLC and Gelivable Agency Services. 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 acting as a swap dealer and futures commission merchant.

Jodi Madonna is a financial advisor at Oppenheimer with 28 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, fixed-income, and equity strategies.

Robert Pelham is a financial advisor at Oppenheimer with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fahnestock & Co. Inc. since 2000 and Prudential Securities Incorporated since 1996. Based in New York, NY, he provides advisory services through his affiliation with Oppenheimer. 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, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Arthur Falkowitz is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Brett Reiss is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is a passive shareholder in a family-owned Subchapter S corporation that owns a warehouse/light industrial building. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage services, financial planning, and various advisory programs.

Charissa Kerestesy is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Citigroup Global Markets since 2015. Outside of her advisory role, she is a co-owner of a rental property listed on Airbnb in Windham, VT. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as serving as a swap dealer and futures commission merchant.