Adam Izaac is a CFA® charterholder with 14 years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2016, following two years at City National Bank. Based in New York, NY, he holds the Series 63 and Series 65 licenses. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and governmental entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and external sub-advisors to tailor portfolios across a broad range of asset classes.

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and security-pricing activities.

Jeff Decicco is a financial advisor with Citigroup Global Markets holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citi Bank, One Capital Management, and Rensselaer Polytechnic Institute. 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 with both discretionary and non-discretionary options, supported by extensive internal research and compliance oversight.

Ping Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and several health services companies. Outside of advising, he serves as a personal assistant for Public Partnership Home Care, providing in-home support to his mother. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with approximately $1.7 billion in regulatory assets under management.

Shunly Wang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 10 years of industry experience. Wang also operates a jadeite retail business, Ding Yu International North America, and serves as a notary public in both New York and New Jersey. Prior experience includes roles at LSPN Pro, LLC and InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

James Clancy is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His prior roles include positions at LPL Financial LLC and infinex Investments, Inc. He also serves as a Vice President and Financial Advisor at Chelsea Groton Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser that provides customized advisory services, financial planning, and consulting to individuals, ERISA plans, trusts, estates, and corporate clients. The firm operates a hybrid adviser/broker-dealer model with a focus on client choice in account management and access to alternative investments and lending solutions.

Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Susan Ng is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has five years of industry experience. She is involved with community organizations including the Plainview Chinese Cultural Center, Inc. and the Association of Chinese Schools. Transamerica Financial Advisors serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment programs.

Sean Becker is a Series 66-licensed advisor with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has worked at RIM Securities since 2012 and City National Bank since 2011. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs a multi-strategy investment approach combining quantitative analysis and fundamental research, utilizing proprietary tools and collaborating with third-party sub-advisors to construct tailored portfolios.

Alison Longstreet is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 registrations and has 12 years of industry experience. She has worked at Eagle Strategies since 2021 and maintains ongoing roles with Genovese Associates and New York Life entities, including involvement in brokering non-registered insurance products. Longstreet is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies she originates with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Paul Cheng is a financial advisor at Transamerica Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica Financial Advisors since 2012. His prior experience includes roles at Lifestyle Strategies Inc. and World Financial Group, INC. Outside of advisory work, he is involved in the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm uses a model portfolio and third-party manager approach, delivering services through multiple advisory platforms such as Transamerica ONE and the TFA365 Advisory Program.

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Alain Landais is a CFA® charterholder with 16 years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed at Park Ave Securities and Guardian Life Insurance. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Shiraz Zaidi is a financial advisor with Kestra Advisory in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and is also associated with Coastline Wealth Management as a financial advisor. Outside of his advisory roles, Zaidi is involved in various business ventures including consulting and logistics, and he holds ownership interests in several real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments through comprehensive due diligence and serving large institutional investors, including sovereign wealth funds.

Philip Capell is a CFP® professional with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously spent over two decades at Piermont Wealth Management Inc. In addition to his financial advising career, he provides minimal legal services through his own practice, Philip J Capell P.C. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment process combining passive and active management with quantitative, momentum, and fundamental analysis.

Eric Ferguson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Citizens Securities Inc since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregg Reutter is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He previously worked at Royal Alliance Associates, INC. for ten years and OSAIC for one year. In addition to his advisory work, he has served as a lieutenant with the New York Police Department since 1986. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions.

George Fiederlein is a CFP® with 11 years of experience in the financial industry. He is currently with Oppenheimer and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Invest Financial Corporation, and Osorio & Cimbal. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, retirement services, and private-fund management.

Bertrand Thomas is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation and Transamerica Financial Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping platforms and include point-in-time financial plans and optional managed accounts.

Daniel Ifraimov is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes positions at SEI Novus, Corporate Fuel Advisors, and JP Morgan Chase. 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, providing a range of advisory programs alongside broker-dealer execution and custody services.