Lila Martinez Perez is a financial advisor at Cerity Partners LLC in New York, NY. She holds a Series 65 designation and has been with Cerity Partners since 2026. Her prior experience includes roles at the University of Pennsylvania and Fyffes North America, along with a full-time educational background through 2022. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers customized wealth management services and employs a client-specific investment approach that incorporates proprietary quantitative methods, third-party strategies, and access to alternative and private market solutions.

Kim Saba is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Hugh Johnson Advisors. Outside of her advisory role, she serves on the board of the Warren-Washington-Albany ARC, a foundation supporting people with intellectual and developmental disabilities. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and access to alternative and private market solutions through a client-specific investment approach.

Stephen Lee is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at KPG Capital Partners, Bank of America, Merrill, RiverSource Investments, and Columbia Management Advisors. Lee is also appointed as an insurance broker and independently contracts for property and casualty sales with outside carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Thomas Maker is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services and J.P. Morgan Chase Bank, including J.P. Morgan Securities. 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 using internal standards and oversight committees, operating at large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Lisa Purville is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior experience includes positions at Wells Fargo Clearing and Wachovia Bank, N.A. She is also the owner of ShirleyLewis Incorporated, a small investment-related business. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies using internal oversight and offers bespoke solutions for large relationships, combining institutional scale with unique market roles.

Christopher Burrows is a financial advisor at Cerity Partners LLC in New York, NY, with five years of industry experience. He previously worked at Emm Wealth from 2009 to 2020 before joining Cerity Partners. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, overseeing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a customized investment approach based on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies, while also offering access to alternative and private market solutions for qualified clients.

Victor Kossowicz is a financial advisor at PNC Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online portfolio solution currently available to select employees. The firm’s approach uses algorithm-driven risk assessment and approved third-party strategies, focusing on mutual funds and ETFs with annual rebalancing.

Cazimar Nieves is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in real estate through ownership of CJ Luxury Developers LLC and CENO Real Estate LLC, focusing on property renovation and rental activities. Citigroup Global Markets serves a broad range of individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, execution services, and specialized lending solutions.

Jeffrey Edwards is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including TIAA-CREF and Highland Capital Brokerage. Outside of his advisory role, he serves as a Regional Vice President managing life insurance sales and distribution. TLG Advisors serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and financial planning. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both traditional management and a direct-to-consumer digital platform known as Starlight Portfolios.

Matthew Magidson is a financial advisor at Citigroup Global Markets with a Series 66 designation. He has been with Citibank since 2024, with intermittent periods of unemployment and prior experience at the Coral Gables Community Foundation and Salem Golf Club. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages complex advisory and custody arrangements for large-scale clients.

Brooke Bergrud is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior firms include Morgan Stanley, Citigroup Global Markets, and Banc One Securities Corporation. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment advisory and brokerage services. The firm offers both discretionary and non-discretionary portfolio management, consulting, and retirement services, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Alvaro Madero is a CFA® charterholder and holds Series 63 and 65 licenses, currently serving as a financial advisor at Citigroup Global Markets with six years of industry experience. He previously worked at Foreside Fund Services, LLC and Global X Management Company LLC, and has a background that includes four years affiliated with Miami University. 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 and combines large institutional scale with specialized market roles and arrangements.

Peter Lichtenberg is a financial advisor with Equity Services, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. He is also a partner at The Objective Room, a networking and marketing business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, and it operates both as a broker-dealer and an SEC-registered investment adviser.

Cai Chen is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 65 and Series 63 designations and has 19 years of industry experience. Chen has been affiliated with New York Life Insurance Company since 2008 and NYLIFE Securities LLC since 2009, joining Eagle Strategies in 2026. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Diego Brachfeld Parlaghy is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at Citigroup Private Bank since 2010. Outside of his advisory role, he serves as partner and president of Brachfeld Parlaghy S-Corp, a handbag production and sales business. 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 employs multi-asset, multi-manager investment strategies and maintains significant in-house research and market roles, distinguishing it from typical advisory firms.

Timothy Leung is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup since 2015. 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 is notable for its multi-asset, multi-manager strategies, extensive in-house research capabilities, and unique market roles including acting as a swap dealer and futures commission merchant.

Craig Calderone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Voya Investments Distributor, LLC and Voya Investment Management. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, integrating in-house research and maintaining unique market roles such as swap dealer and futures commission merchant.

John Malcolm is a CFP® with 27 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2018. His prior experience includes roles at Valic Financial Advisors and Cuna Brokerage Services, Inc. Outside of his advisory work, he also acts as an independent agent for life and health insurance products. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical investment strategies in its portfolio management.

David Chabbott is a financial advisor at Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Power Forward Group and has a background in the coffee industry, including leadership roles at Coperaco Coffee LLC and Gillies Coffee Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registered advisory and broker-dealer platform, managing both discretionary and non-discretionary assets through a network of advisers and third-party asset managers.

Michael Braccia is a financial advisor at Eagle Strategies (NY Life) with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital Wealth Management LLC, Legend Securities Inc, and New York Life-related entities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.