Subryan Armogan is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 credentials. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale and unique market roles.

Jordan Woolfson is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at UBS and Citigroup. Outside of financial services, he has been involved with JusCollege and CuseNationNews. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, providing tailored solutions for high-net-worth clients.

Brandon Powers is a financial advisor with Principal Financial Services in Melville, NY, holding a Series 63 designation and 16 years of industry experience. He has worked at Principal Securities Inc. since 2016 and was previously employed at Principal Life Insurance Company from 2012 to 2016. Outside of his advisory role, he serves as treasurer for his wife’s clinical psychology practice. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicole Sliwa is a financial advisor at First Manhattan Co. LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley & Co. Incorporated for 14 years before joining First Manhattan Co. in 2019. First Manhattan Co. LLC provides discretionary and non-discretionary 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 focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, with tailored advice delivered through individually managed portfolios that combine active and passive investments.

Brian Odonoghue is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at TIAA-CREF and TIAA since 2017. Prior to that, he spent 11 years with New York Life Investment Management LLC and NYLife Distributors LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers model portfolio-based and customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.

Charlie Santos is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2026, he worked at Edward Jones for seven years. Outside of his advisory work, Santos coaches youth soccer, leading two academy teams and is involved with the HASC Soccer Club. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies, and manages approximately $36.7 billion in assets as of December 2025.

Alexander Rabinovich is a financial advisor with Principal Financial Services, holding a Series 63 designation and bringing 33 years of industry experience. He has been associated with Principal Life Insurance Company since 1998 and Principal Securities Inc since 1992. In addition to his advisory work, he sells health insurance for existing clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Juliet Park is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 in-house research and extensive oversight committees.

Dawn Patak is a financial advisor at Citigroup Global Markets with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and it operates with a combination of large institutional scale and unique market roles.

John Clark is a financial advisor at RBC Rochdale, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at CNR Securities, LLC and Fidelity Investments. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to align portfolios with client investment policies.

Praveen Sekar is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career has primarily been with Citigroup, including roles from 2013 to 2022 and from 2022 to the present, with a brief tenure at Wells Fargo Clearing in 2022. Citigroup Global Markets Inc. 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 maintains in-house research and market roles that distinguish it from peers.

Michael Kushch is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 63 licenses and 20 years of industry experience. He has worked at Ridgewood Bank since 2020 and previously at HSBC Bank USA, N.A. from 2016 to 2020. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary assets.

Wolf Perl is a financial advisor at Primerica Advisors with 28 years of industry experience. He holds a Series 63 designation and has worked with Park Avenue Securities and Guardian Life Insurance for over two decades. Outside of his advisory role, he serves as a trustee for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Evan Portnoy is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Commonwealth since 2017, following a 12-year tenure at National Planning Corporation. Portnoy is also Executive Vice President and Co-Owner of Newport Coverage Corp., a private insurance firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment program structures and manages discretionary model portfolios through its Investment Management and Research team.

Jiarui Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Transamerica, Li has worked with Uber Technologies Inc. and Petco. Outside of advisory work, Li supports Winningstar Leadership Development Inc. in an administrative capacity. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through fee-based wrap programs, model portfolios, and commission-based products. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary options.

Janet Mccabe is a financial advisor at TIAA-CREF with 37 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at TIAA-CREF since 2013, with prior experience at Charles Schwab Bank and Charles Schwab & Co., Inc. Additionally, she serves as a New York notary. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement relationships. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios, operating under a fiduciary standard within a vertically integrated group.

Scott Larson is a financial advisor at &Partners with one year of industry experience. He holds a Series 66 designation and has previously worked at Outfin Group, Permian Investment Partners, First Manhattan Co., and Highline Capital Management. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan services using a blend of fundamental, technical, and quantitative analysis, with portfolios managed either directly by advisors or through third-party managers.

Teofilo Rojas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has worked at Citigroup since 2018 and previously spent two years at Capital One Investing, LLC. 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 with comprehensive manager oversight and operates with institutional scale and specialized market roles.

Beverly Wilson Mckenzie is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds the Series 66 designation. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Salim Bassalian is a financial advisor with Eagle Strategies (New York Life) in Great Neck, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Eagle Strategies since 2020 and concurrently operates Solomon Bass Financial, which offers New York Life products and brokering of non-registered insurance products. Outside of his advisory work, he serves as a director for Keren Yad Shmuel Ve Tamar, a nonprofit religious charity focused on food distribution and religious studies. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages a significant portion of its assets on a predominantly non-discretionary basis.