Jonathan Shenkman is a financial advisor at Kestra Advisory with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for 10 years. Shenkman is principal and president of Shenkman Wealth Management and Parkbridge Wealth Management, both insurance-related firms. He also contributes occasional financial planning articles to Forbes.com. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Garland Huie is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Moises Saladin is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. He is based in Bronx, NY. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

James Merello is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program in partnership with SigFig and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Bernard Groveman is a financial advisor at First Manhattan Co. LLC with 40 years of industry experience. He has been with First Manhattan since 2002 and holds Series 63 and Series 65 licenses. 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 emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside portfolio management.

Jeffrey Dazzo is a financial advisor with TD Private Client Wealth LLC in Lawrence, NY. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior work includes roles at Cetera, CUNA Brokerage Services, and Tutto Fresca, Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm constructs portfolios combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Olivier Jean Baptiste is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His work history includes roles at Okapi Partners and several academic institutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Yafeng Wu is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFA® designation and Series 66 license. He has prior experience at Bloomberg LP and is involved with Next Ridges LLC. Wu operates out of Flushing, NY, with a recent career start in the financial advisory field. Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America that serves individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers both proprietary and third-party investment advisory programs.

Carlo Rossell is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages SALACIA SIRENA LLC, a business that acquires and manages real estate, marine vessels, and other tangible assets. 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 and operates with substantial institutional scale, providing both discretionary and non-discretionary solutions.

Kenny Rodriguez Rodriguez is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing, J.P. Morgan Securities, and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth 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 and security pricing, and provides a broad range of advisory, execution, and custody services.

David Hoory is a financial advisor with Eagle Strategies (New York Life) based in Brooklyn, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2015. Outside of his advisory role, he volunteers as a career coach, assisting local community members with employment opportunities. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis and works closely with institutional sponsors within the integrated New York Life structure.

Larry Hughes is a financial advisor at Osaic Advisory Services, LLC with 31 years of industry experience. He previously worked at American Portfolios for 17 years and Nathan & Lewis Securities, Inc. for 29 years. Outside of his advisory role, Hughes also serves as a fixed insurance and fixed annuity specialist with Daniels Financial Services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and various custody and execution platforms.

Keren Zhou is a financial advisor at RBC Rochdale, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including CNR Securities, LLC, Bank of America, N.A., and Merrill. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through an active, multi-strategy investment approach that integrates quantitative and fundamental analysis.

Peter Ho is a Series 66-registered financial advisor with 11 years of industry experience. He currently works at Citigroup Global Markets and previously spent 10 years at Morgan Stanley Private Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Frederick Weaver is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co. Inc. since 2000, as well as Prudential Securities Incorporated since 1996. Based in New York, NY, he has a long tenure in the financial services sector. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm emphasizes strategic and tactical asset allocation, manager selection, and a range of investment vehicles, while also acting as a qualified custodian and providing commission-based advisory programs.

John Limongelli is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has an extensive history with Guardian Life and its subsidiary Park Avenue Securities, where he has worked in various roles since 1991. Outside of his advisory work, he is involved in business loan referrals and participates on an advisory council assisting business owners with exit, estate, and tax planning. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and charitable clients, offering brokerage, financial planning, and investment advisory services that include proprietary and third-party models as well as digital advisory solutions.

Yechezkel Malamud is a financial advisor at Eagle Strategies (NY Life) based in Brooklyn, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., and RealStreet Inc. He is also appointed as an insurance broker with outside carriers for brokering non-registered insurance products. 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 investment adviser representatives. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on serving retirement investors and institutional plan sponsors.

Edward Schneider is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Citigroup in 2022. 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 combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Richard Deverna is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for 12 years. Citigroup Global Markets serves individual and institutional clients through various private and wealth management divisions, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale capabilities, including in-house research and derivatives services.

Edward Kelly is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 66 designations. He has 36 years of industry experience, including 16 years with Eagle Strategies and 25 years with New York Life Insurance. Outside of his advisory role, he is involved in brokering insurance products and property and casualty sales. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.