James Amodeo is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials, bringing eight years of industry experience. His prior work includes eight years with Oppenheimer & Co. Inc. and roles at Loyola University Maryland. He currently works through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs combining proprietary and third-party strategies.

Ruirui Zhu is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and four years of industry experience. Zhu has worked at Citibank in both Canada and the United States since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and leverages its scale and market roles to provide bespoke solutions and custody services.

Akeem Brooks is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 credentials and offering 10 years of industry experience. His prior roles include positions at Nylife Securities, LLC and New York Life Insurance Co., and he operates Ascend Wealth Strategies LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ramon Valet Jr. is a financial advisor with Oppenheimer in New York, holding Series 65 and Series 66 licenses and having 21 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent one year at Merrill. Outside of his advisory role, he serves as the executor of the Pallavi Shah estate, a non-investment-related responsibility involving estate settlement and tax coordination. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, and maintains custody of client assets as a qualified custodian.

Mejico Borjas is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, he is involved in home care services through Caring Professionals. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated structure.

Jay Vodofsky is a financial advisor with First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with First Manhattan Co. since 1995. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as 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 investments and integrating wealth planning alongside portfolio management.

Elaine Freeman is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JP Morgan Securities LLC, Farmers Financial Solutions, and Brooklyn Knight Insurance Brokerage. 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 combined with broker-dealer execution and custody services. The firm is notable for its large institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.

Christian Pierce is a financial advisor at Farther with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill Lynch, and E*TRADE. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses Modern Portfolio Theory with proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary private fund recommendations.

Ryan Bohn is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 63 designation and has 17 years of industry experience. He has worked at Park Avenue Securities since 2016 and Guardian Life Insurance since 2015. 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 brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, utilizing a range of investment strategies and proprietary programs.

Jacqueline Thibault is a financial advisor at First Manhattan Co. LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Chris Faicco and William Joseph Newman prior to joining First Manhattan Co. In addition to her advisory role, Jacqueline works part-time as a group exercise instructor at New York Sports Club. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm follows a long-term, research-driven, value-oriented approach with a focus on fundamental analysis and tailored portfolio management.

Alfred Natale is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA National Association, Cetera, and M&T Securities. 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 operates with both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Jerry Wolf is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fahnestock & Co. Inc. for over two decades. Outside of his advisory role, he coaches a high school rugby program at Fordham Prep School two days a week. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Mariano Pinto is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved with the Disney Store in Brooklyn, NY, working in cash room and sales audit functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Christopher Lazos is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been with Oppenheimer since 2008. Outside of his advisory role, he serves as co-trustee of a living trust. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Jack Somer is a financial advisor with Equity Services, Inc. in New York, NY, holding a Series 63 designation and over 34 years of industry experience. His prior work includes a long tenure at Guardian Life from 1993 to 2019. Outside of advisory services, he is involved in insurance sales focusing on long-term care, group and individual health benefits, fixed annuities, and life insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a variety of clients including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms and often utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Uri Kaufthal is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 license with 15 years of industry experience. He has been with Oppenheimer since 2010. Outside of his advisory role, he serves as a trustee and officer for several family trusts and a family foundation involved in charitable donations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and more. The firm offers a range of advisory programs, including asset management, consulting, and retirement services, delivered on both discretionary and non-discretionary bases.

Fred Seid is a CFP® with over 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. Prior to joining Oppenheimer, he worked at Merrill for nine years. He resides in New York, NY. Outside of his advisory role, he is the trustee of a personal revocable trust and co-owns a dormant LLC with his wife that holds a personal apartment in Aruba. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs, emphasizing strategic asset allocation, manager selection, and tailored consulting and retirement services.

Meng Dan Xiao is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities, HSBC Bank USA, New York Life, and J.P. Morgan Chase Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types that combine client-directed and discretionary portfolio management, using model risk profiles and leveraging resources from HSBC Global Asset Management and affiliated providers.

Christopher Simone is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2013. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Harry Sullivan is a financial advisor at Citigroup Global Markets with four years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2022, he worked at O'Donnell & Tessitore and has diverse experience including roles in vacation home management and educational institutions. 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 operates with large institutional scale and provides a range of advisory, execution, and custody services, including derivatives and futures trading.