Patrick Fruzzetti is a financial advisor with Hightower Advisors in New York City, holding a Series 66 designation and possessing 19 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and financial institutions. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

John Anderson is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Citigroup in 2022, he worked at JPMorgan in various capacities from 2004 through 2021. Citigroup Global Markets 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 combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Elker Meta is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and five years of industry experience. Prior to joining HSBC in 2025, Meta worked at Bank of America, N.A. and Merrill from 2019 to 2024. In addition to his role as a registered representative, he serves as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs for a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, combining strategic and tactical asset-allocation advice with due diligence and ongoing monitoring conducted through affiliated providers, and operates both discretionary and client-directed portfolio options.

Brian McDonald is a financial advisor at TIAA-CREF in New York, NY, holding a Series 66 credential with 15 years of industry experience. He has been with TIAA-CREF since 2015. Outside of his advisory role, McDonald holds a real estate license and occasionally rents apartments in his local area on weekends. TIAA-CREF provides financial planning and discretionary managed account services to individuals and institutional clients, often those connected to TIAA-sponsored retirement plans. The firm offers model-based and customized portfolio management and also serves as adviser to donor-advised funds within a vertically integrated structure.

Jason Klager is a CFP® with 19 years of industry experience. He has worked at HSBC Securities (USA) Inc. since 2013 and concurrently serves as a Bank Officer for HSBC Bank USA, N.A., where he is involved in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm utilizes a structured investment process with multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and custody services.

James Lowe is a financial advisor at Oppenheimer with eight years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2017. Prior to joining the firm, he worked at the University of Louisville. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

Robert Schwartz is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Paul Tuomey is a Series 66-registered financial advisor with eight years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Signature Premier Properties and served nine years with the National Basketball Association. Outside of his advisory role, Tuomey officiates college basketball games during non-market hours. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to offer investment recommendations and annual account reviews without discretionary trading authority.

Anthony Mazzei Sr. is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been affiliated with Primerica Advisors since 1999, with additional roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in several business ventures including National Financial Network, LLC, and serves on the Foundation for Charity for NFN. Park Avenue Securities LLC serves a diverse retail client base offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in assets under management.

Alfredo Alves De Lima is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Eagle Strategies since 2019 and previously worked with Nylife Securities and New York Life Securities. Outside of his advisory role, he owns and manages a cattle ranch in Brazil. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis and a focus on advisory services connected to insurance and annuity products.

Shannon Graziano is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at Merrill, Goldman Sachs, and Lucia Boutique. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm emphasizes tailored asset allocation and manager selection utilizing both proprietary quantitative methods and third-party managers, alongside a range of private-market investment offerings.

Joel Field III is a CFP® professional affiliated with Eagle Strategies (NY Life) in New York, NY, with 18 years of industry experience. He has been involved with Eagle Strategies since 2010 and operates Field Financial Strategies, LLC, which provides services related to New York Life products and insurance brokering. Outside of his advisory work, Joel pursues oil painting and volunteers as a spiritual teacher and preacher for various churches. Eagle Strategies serves a diverse client base including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within an integrated structure alongside New York Life affiliates.

Ana Slade is a Series 66-credentialed advisor with Citigroup Global Markets in New York, NY. She has held positions at Citi since 2024 and previously worked at Falfurrias Capital Partners and the U.S. Trade & Development Agency. Ana has also been engaged in full-time education since 2014 and had a role with the International Rescue Committee in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions tailored to high-net-worth and institutional investors.

Katherine Jimenez is a Series 66–licensed financial advisor at Citigroup Global Markets with six years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she manages a small online retail business selling baby clothes. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Genti Qipo is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. 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 maintains unique in-house capabilities such as security pricing and research, operating also as a swap dealer and futures commission merchant.

Sophie De Seynes is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously spent nine years at Morgan Stanley Distribution, Inc. before joining Citigroup in 2025. 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 specialized market roles, providing a broad range of advisory programs, execution, and custody services.

Kevin Acevedo is a financial advisor with Citigroup Global Markets in New York, NY. He holds Series 63 and Series 66 registrations and has three years of industry experience. His prior work includes roles at Haver Analytics and Alexander Wang Inc., as well as a seven-year period at Hunter College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale and market roles, including as a swap dealer and futures commission merchant.

Matthew Sear is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. He has held roles at firms including Evoke Advisors, SkyBridge Capital II, Hastings Capital Group, and First Republic Investment Management. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, trusts, sports professionals, and institutional clients. The firm employs a range of strategies across equities, fixed income, and private investments, offering both discretionary and non-discretionary portfolio management through multiple platforms.

Mark Deters is a Series 66-licensed financial advisor with Creative Planning, where he has worked since 2022. He has 14 years of industry experience, including seven years at Sentinel Benefits & Financial Group. In addition to his advisory role, he authors a blog called 401(K) University, which helps plan sponsors understand defined contribution plans and their fiduciary responsibilities. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process that combines low-cost indexing with supplemental strategies, and offers a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Melissa Haua is a financial advisor at Oppenheimer with a Series 66 designation and began her career in 2024. Prior to joining Oppenheimer, she attended the University of Pittsburgh Katz Graduate Business School. She has experience working at a pet daycare business outside of the financial industry. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection to meet client objectives.