Candice Lopez is a financial advisor at Oppenheimer with 9 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs covering equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management, along with consulting and retirement services tailored to client objectives.

Chialin Cacanindin is a financial advisor at Equity Services, Inc. with 29 years of industry experience and holds a Series 63 designation. She has been with Equity Services since 2014 and also works as a sales agent with National Life Insurance Company since 2013. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and serves both discretionary and non-discretionary client programs.

Peter McMahon is a financial advisor with OSAIC Institutions, Inc. in New York, NY, holding Series 63, 65, and 66 credentials and offering 27 years of industry experience. His career includes roles at Popular Bank, HSBC Securities USA Inc., Wells Fargo Clearing, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with discretionary and non-discretionary account management.

Salvador Arcadipane is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co since 2015. Outside of his advisory role, he is an individual investor in digital currencies such as Bitcoin and Dogecoin. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Hall is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and previously worked at Maxim Group LLC and Maxim Financial Advisors for a combined 15 years. He is based in New York, NY. 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 range of programs including asset management, consulting, and retirement services, with advisory strategies that encompass equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Carol Liversedge is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Siebert Investment Advisors, Inc. and Muriel Siebert & Co., Inc. Additionally, she serves as co-trustee of the Kathleen Rhodes Revocable Trust and co-manager of Rhodes Family LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

Raymond Steele is a financial advisor at HSBC Securities (USA) Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with HSBC Bank USA, N.A. since 2016. Outside of his advisory role, he owns condominiums in Hilton Head Island, South Carolina, and Peoria, Arizona. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment solutions, utilizing a range of model risk profiles and combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Savannah Lewis is a financial advisor with Cerity Partners LLC in New York, NY, holding a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she worked at The Ohio State University for four years and was employed at Riverbend Music Center for three years. Outside of her advisory role, her background includes several years in full-time education. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Tyler Flynn is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Brown Harris Stevens and has held various roles in education since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Vijay Singhal is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at firms including Prudential Financial and World Financial Group, and he leads Singhal Financial Group, LLC. Outside of his advisory work, Singhal serves as a county committee man in Piscataway Township, assisting local government by reporting community issues. Transamerica Financial Advisors, LLC serves a diverse client base with investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm primarily utilizes model portfolios and third-party managers to implement its advisory model, offering services to individual investors, employer plans, trusts, estates, and charitable organizations.

Harvey Wacht is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and 54 years of industry experience. He previously worked for Purshe Kaplan Sterling Investments and Shufro Rose & Co., LLC, where he served as Senior Managing Director and portfolio manager. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and integrates proprietary quantitative methods with third-party strategies, as well as access to alternative and private market investment solutions.

Douglas Harkins is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for eight years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach with both affiliated and third-party managers and offers a variety of portfolio management and consulting services.

Charles Wolff is a financial advisor with Goldman Sachs Wealth Services in New York, NY, holding Series 65 and Series 66 licenses and 16 years of industry experience. He has worked at Goldman Sachs since 2012, including time at The Ayco Company, L.P./Mercer Allied from 2017 to 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across Goldman Sachs affiliates and employs strategic allocation models, manager selection, and tax-aware techniques to tailor client solutions.

Svitlana Girone is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Citigroup Global Markets and previously worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. She also serves as a referral agent for real estate transactions with Douglas Elliman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and specialized market roles that differentiate it from peers.

Val Bianchini is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer & Co. Inc since 2003. He holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and provides advisory services that include equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Anthony D'angelo is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Penn Mutual Life Insurance Company, The Leaders Group Inc, Gideon, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he is involved in insurance brokerage and serves as proprietor of Aurelius Legacy Partners, a multi-line insurance firm, and holds a board position with Asset-Map Holdings, Inc., providing consulting and training services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a focus on tailored asset allocation and diversification strategies supported by third-party asset managers.

Suresh Somisetty is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 licenses. He has prior experience at ICE Data Services and Brooklight Place Securities, and has been with Hornor, Townsend & Kent since 2026. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset managers and various account options.

Amedeo Granata is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2003. Granata is also involved in life insurance brokerage through his role as an agent at Granata & Associates, focusing on life, health, disability, and long-term care insurance as well as retirement planning. 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 both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment and brokerage services supported by third-party asset manager relationships.

Devindra Narine is a financial advisor at Citizens Securities, Inc. in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at TD Bank and JPMorgan Securities. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program managed in partnership with SigFig and a Managed Account program.

Syed Raza is a Series 66 licensed financial advisor with 8 years of industry experience, currently serving clients at Citigroup Global Markets in New York. He has been with Citigroup since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various 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 programs and maintains unique institutional roles such as operating as a security-based swap dealer and futures commission merchant.