James Nolan Jr. is a Series 66 licensed financial advisor with eight years of industry experience, currently with Citigroup Global Markets. He has worked at Citi Private Bank since 2017 and was previously with Citibank NA from 2015 to 2017. Outside of his advisory role, he officiates high school basketball in New York. Citigroup Global Markets serves individual and institutional clients through multiple business lines, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities including in-house research, swap dealing, and futures commission merchant services.

Brian Batter is a financial advisor with Transamerica Financial Advisors in Great Neck, NY, holding Series 63 and Series 65 credentials with 19 years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2012, Valle Incorporated since 2014 where he serves as Vice President of Sales, and FPF North America Corp as President since 2019. He is also a freelance bio writer producing interviews and author reviews related to athletes and personal trainers. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program options, and maintains affiliated retirement and recordkeeping entities.

Julissa Lopez is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citibank since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and specialized market roles.

Katherine Hearden is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her work history includes roles at Citigroup Inc., Citibank, and Bonhams Skinner, as well as prior positions outside finance such as at O'Donoghue's Irish Pub and Grill and Twigs Boutique. She is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research, execution, and clearing capabilities.

Jack Riina is a CFP® with four years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Belle Haven Investments, L.P. for five years and has experience in educational roles at the University of Maryland and New Rochelle High School. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Pierson Friend is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He previously worked at The Colony Group for five years and New Providence Asset Management for eleven years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Kyle Minerva is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 65 and Series 63 credentials and 11 years of industry experience. His prior experience includes five years at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is a member of Quiver Properties LLC, involved in purchasing land and coordinating property construction. 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, swap dealer and futures commission merchant activities, and commercial arrangements that impact its advisory approach.

Tony Shen is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Outside of his advisory role, he translates master’s degree materials into Chinese for students at Columbia International University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and facilitates bespoke solutions for high-net-worth clients.

Thomas Scala is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including proprietary research and arrangements as a swap dealer and futures commission merchant.

Douglas Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Wealth Services. Outside of his advisory work, he teaches bicycle safety as a cycling instructor for Bike New York. 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 employs multi-asset, multi-manager strategies, combining large institutional scale with unique market roles and commercial arrangements.

Zhuobei Deng is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2014. 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 operates with large institutional scale, including in-house research and security-pricing functions, as well as specialized roles such as a security-based swap dealer and futures commission merchant.

Meiyue Jin is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including J.P. Morgan Securities and Citi Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles and provides bespoke solutions for high-net-worth clients.

Val Bianchini is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer & Co. Inc since 2003. He holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and provides advisory services that include equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Joseph Barbagallo is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 10 years of industry experience. His prior roles include positions at Prudential, National Life Group, and Equity Services, Inc. Outside of his advisory work, he serves as Second Deputy Chief of the New Hyde Park Fire Department. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Evan Steinlauf is a Series 66-credentialed financial advisor at Citigroup Global Markets with 26 years of industry experience. He has worked extensively with J.P. Morgan entities from 2004 to 2025 before joining Citi Wealth Management in 2025. 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 using both discretionary and non-discretionary programs, and maintains in-house research and pricing capabilities alongside its unique market roles.

Sherif Mesiha is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, and was with Primerica Advisors and Guardian Life Insurance Co of America from 2007 to 2019. Outside of his advisory role, he is involved in property and casualty insurance services through SGM Insurance Services. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies using proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Adam Schwartz is a financial advisor at First Manhattan Co. LLC with 23 years of industry experience. He holds the Series 63 designation and has been with First Manhattan since 2001. Outside of his advisory role, he participates in 3i Cap, a private investment networking group focused on entrepreneurship. First Manhattan Co. LLC provides 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 with a blend of actively managed holdings and third-party passive investments.

John Macri is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Corient, where he has worked since 2023, following eight years at La Ferla Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

William Puvogel is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2002. 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 investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Joseph Stein Jr. is a financial advisor at Oppenheimer with 60 years of industry experience. He previously worked at Neuberger Berman BD LLC and Morgan Stanley, including Morgan Stanley Private Bank. He serves as a board member and president of his residential co-op and is involved as a trustee for several family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with an emphasis on strategic asset allocation and manager selection.