Jonathan Hoge is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has worked at Financial Resources Group Investment Services, LPL Financial, Astoria Bank, and TD Bank. Hoge is based in Garden City, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities combined with unique market roles and arrangements.

Allice Fu is a financial advisor at HSBC Securities (USA) Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with HSBC Bank USA, N.A. and HSBC Securities since 2005. In addition to her advisory role, she serves as a bank officer for HSBC Bank (USA) N.A., selling bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, combining strategic and tactical asset-allocation advice with fund due diligence and monitoring. The firm operates as an SEC-registered adviser and broker-dealer and provides both discretionary and non-discretionary portfolio options, including programs for qualified non-resident aliens.

Scott Odonnell is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE Capital Management. He is a founding partner of a networking group that currently has no financial gain. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Carl Friedrich is a financial advisor at Farther with the designations CFP® and CFA®, and holds Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at Excelsior Investment Advisors, Fcci Consulting, and FCE Group. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, fixed income, and independent managers, supplemented by AI tools under internal review.

Tommy Cho is a financial advisor at Guardian Life with a Series 66 designation and over eight years of industry experience, including nine years at Deutsche Bank. He has also worked with Public Partnerships Home Care LLC and NAE Edison LLC. Cho is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, using a range of in-house and third-party model portfolios.

Serafino Bruno is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including HSBC Securities and LPL Financial. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with institutional scale and specialized market roles.

Kevin Fahy is a financial advisor at Empower Advisory Group with 31 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA-CREF from 1994 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its adviser headcount.

Chi Lam is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2022, he worked at JP Morgan Chase Bank N.A. for four years and at Scottrade from 2016 to 2018. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees, and combines large institutional scale with unique market roles and arrangements.

Coletta Alagia is a financial advisor with Guardian Life and holds a Series 66 designation. She has been in the industry since 2021, with experience at Northwestern Mutual Life Insurance Company, JT Urraro, Guardian Life Insurance Company, and Park Avenue Securities. Prior to her financial career, she was involved in dance instruction at Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves a range of clients including individuals, pension plans, charitable organizations, and corporations, offering brokerage, financial planning, and advisory services using both proprietary and third-party investment programs.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved in a non-investment-related business, D. Hass Tennis Inc., dedicating approximately 10 hours per week during weekends and after market hours. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Joseph Doyle is a financial advisor at TIAA-CREF with three years of industry experience. He holds Series 63 and Series 65 designations. Doyle has been with TIAA-CREF and its predecessor since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various entities, often those with existing employer retirement plan relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing discretionary management, offering services that include customized portfolio management and donor-advised fund advisory.

Herbert Oster is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory role, he holds a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Karl Nelson is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with VOYA since 2014 and has also worked with Union Central since 1987. Outside of advisory roles, he speaks at paid motivational engagements and serves on the finance committee of Zion Lutheran Church. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through recommendation-based, non-discretionary arrangements.

Christopher Aliseo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at First Republic Securities, HSBC Securities, and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies, with a combination of institutional scale and specialized market functions.

Brandon Zisa is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. He has six years of industry experience, including prior roles at Vestwell and Prudential-affiliated firms. Outside of advising, he is co-owner of 732 Productions, a video production company focused on documentaries, and serves on the Pine Beach Land Use Board. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting through multiple program structures. The firm primarily delivers advice via non-discretionary recommendations and operates as both an SEC-registered investment adviser and broker-dealer.

Thomas Palmeri is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, Palmeri volunteers as the kitchen manager at The INN @ St Francis soup kitchen and serves in leadership positions with the Patchogue Rotary Club and as Treasurer on the NAIFA New York State Executive Committee. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to meet diverse client needs.

William Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within the Steward Partners organization since 2017, as well as roles outside the financial sector including positions at Indeed.com and Hardwork Communications. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management options.

Joseph Koehler is a financial advisor with LPL Financial in Garden City, NY, holding CFP® certification and Series 63 and 65 licenses. He has 32 years of industry experience and has been affiliated with LPL Financial since 2005 and Private Advisor Group since 2013. Outside of his advisory work, he is involved with Reewire Holdings Pte Ltd, a technology company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Nicholas Miradoli is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial industry, he worked at Strathmore Vanderbilt Country Club for seven years and at Manhasset Secondary School for four years. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending solutions and donor-advised funds.

David Benson is a financial advisor with Eagle Strategies (NY Life) based in Melville, NY. He holds the ChFC® and Series 63 credentials and has 25 years of industry experience. His work history includes positions at New York Life Insurance Co since 2000, Hathaway-Benson Associates from 2010 to 2025, Eagle Strategies since 2015, and Treebrook Financial Group since 2018. He also brokers non-registered long-term care insurance to outside companies when clients are declined through New York Life. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and operates mainly with non-discretionary assets under management, particularly in retirement plan consulting and advisory roles within the New York Life affiliate structure.