Lindsey Nadel is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cerity Partners since 2014, following earlier roles at Citigroup Global Markets and Citicorp Investment Services. Lindsey is based in New York, NY. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Anthony Caines is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. His prior work includes positions at Goldman Sachs and Citi Bank. Outside of his advisory role, he is the owner and creator of The Renaissance Files Podcast, a personal development podcast focused on self-actualization. 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 institutional scale, including in-house research and unique market roles.

Edward O Connor is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has three years of industry experience, including prior work at AlphaSense. He has been with Goldman Sachs since 2022. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored wealth solutions and utilizes centralized investment resources and model portfolios to implement strategies through both affiliated and unaffiliated managers.

Sonia Piguave is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including HSBC Bank USA, Bank of America, Merrill, and JP Morgan Chase. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary portfolio management options, using model risk profiles and a combination of strategic and tactical asset allocation developed in conjunction with HSBC Global Asset Management.

Morgan Newman is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Oppenheimer & Co. Inc. since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley. Newman is a member of the Co-Lab, a networking organization unrelated to investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services using both discretionary and non-discretionary approaches, with custody of client assets maintained as a qualified custodian.

Timothy Macherone is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Shade Tree Advisors LLC and Goldman Sachs AYCO, where he worked for a combined eight years. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and integrates proprietary investment strategies with access to alternative and private market solutions.

Ling Mao is a financial advisor with OSAIC Institutions, Inc. based in New York, NY, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Prior to joining OSAIC, Mao worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2014 to 2022 and currently serves as a sales coach at Popular Bank. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and employs a hybrid adviser/broker-dealer model with both discretionary and non-discretionary management options.

Daniel Johnson is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes multiple periods at Cerity Partners as well as roles at Virginia Tech and Preston Wealth Advisors. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Sean Madgett is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions and manages the majority of its assets on a non-discretionary basis.

Brendan Tully is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Strategic Wealth Management Group, Touchstone Securities, Inc., Western & Southern Financial Group, and Hartford Funds Distributors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Shareef Doumet is a financial advisor with Principal Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions for six years. In addition to his advisory role, he serves as a bank/trust officer supporting retirement plan account relationships and assists with business development and consulting for a boutique interior design firm. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by the TPMMs.

James Zhou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Eagle Strategies, he spent 22 years at Bloomberg LP. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing a significant portion of its assets on a non-discretionary basis.

David Abramson is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 66 designation and previously worked at Invesco Ltd. for nine years and JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC for three years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with client authorization required for trades.

Gofran Chowdhury is a financial advisor with Citigroup Global Markets holding a Series 66 designation and over a decade of industry experience, including multiple tenures at Citigroup and a period at National Australia Bank. He is based in New York, NY. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive roles such as swap dealer and futures commission merchant.

Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.

Kumar Pindiprolu is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer & Co., Inc. since 2003. Pindiprolu is involved in charitable activities through the Knights of York, helping to plan and raise funds for underprivileged children via annual events. He also serves as a trustee for several family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, managing portfolios through strategic asset allocation and manager selection, with both discretionary and non-discretionary approaches.

Sandra Bershad is a financial advisor with Oppenheimer, holding Series 63, Series 65, and Series 66 credentials with 27 years of industry experience. She has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Karina Elizabeth Morales Medina is a financial advisor with Citigroup Global Markets holding Series 65 and Series 63 licenses, and has eight years of industry experience. Her career includes multiple roles at Citigroup since 2016, as well as service in the U.S. Army as an HR Support Officer in a reserve capacity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, implementing multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Michael Simon is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages complex market roles including swap dealer and futures commission merchant activities.

John Anderson is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Citigroup in 2022, he worked at JPMorgan in various capacities from 2004 through 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.