Aaron Cohen is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior firms include The Colony Group, LLC and GYL Financial Synergies, LLC, and he spent over three decades at Financial Partners Capital Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside various specialized tools and legacy strategies.

Jonathan Rosenbaum is a financial advisor with Primerica Advisors based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, and supports various financial planning and consulting solutions.

Brian Corey is a Series 66 credentialed financial advisor with 18 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal oversight and research capabilities.

Maya Reda is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through model or customized portfolios, and it also serves as adviser to a donor-advised fund.

Manav Bhatia is a financial advisor at Farther with a Series 65 designation and one year of industry experience. Prior to joining Farther, he worked at Florida Financial Advisors and held roles at the National Fire Protection Association and Hofstra University. He is also an insurance agent for Farther Insurance Group, LLC. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Alan Li is a financial advisor with Eagle Strategies (NY Life) in Rego Park, NY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Co. since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with a diverse range of institutional sponsors within the New York Life affiliate structure.

Alexander Miradoli is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding CFP® and ChFC® designations and Series 66 and 63 licenses. He has eight years of industry experience and has held positions at both firms since 2017 and 2018, respectively. His background also includes a brief tenure at AppAcademy and Foresters Financial Services. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a variety of model portfolios and digital advisory solutions.

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.

Seungheon Kang is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. He previously worked at Bank of America, Merrill, and Citibank NA. His background also includes academic roles at William Paterson University and Bergen Community College. 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 dealing, and futures commission merchant services.

Allice Fu is a financial advisor with HSBC Securities (USA) Inc. in New Hyde Park, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for 21 years. In addition to her role as a registered representative, she serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and offers specialized programs including the Offshore Spectrum for qualified non-resident clients.

Scott Odonnell is a financial advisor at Oppenheimer with 24 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes positions at Morgan Stanley and E*TRADE Capital Management. He is a founding partner of a networking group that currently does not generate financial gain. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

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.

Eleni Nikiforou is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. She has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios.

Albert Bergmann Sr. is a financial advisor at Osaic Institutions, Inc. with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at firms including Ridgewood Savings Bank, Infinex Investments, Inc., and Essex National Securities, LLC. He is also a producing manager and financial consultant at Ridgewood Savings Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Tristan Cooper is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Before entering financial advising, he spent two years with Texas A&M University Athletics. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and serves both product-sponsor and advisory roles, including managing mutual funds and private funds.

Mitchell Hassenbein is a financial advisor at Oppenheimer with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Oppenheimer since 2002. Outside of his advisory role, he is involved with D. Hass Tennis Inc., a non-investment-related activity he dedicates time to on weekends and after market hours. 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 broad range of programs and advisory services, including equity, balanced, and fixed-income portfolios, and provides both discretionary and non-discretionary management, maintaining custody of client assets as a qualified custodian.

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.

Joseph Cothron is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. from 2011 to 2019. 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 specialized market roles and provides a broad range of advisory and execution services.