Joseph Mastronardi is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies with in-house research and specialized market roles.

Georgia Mouzakis is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. She has held the position of past president and remains a member of the Hellenic American Bankers Association, Inc. in New York. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a broad range of advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains a combination of institutional scale and specialized market roles.

Melissa Raimundo is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with First Manhattan Co. LLC and has previously worked at Beacon Trust, BBR Partners, and Wells Fargo Advisors. First Manhattan Co. LLC provides investment management and financial planning services 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 and integrates wealth planning with portfolio management.

Thomas Moran is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets Inc. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and incorporates a combination of large institutional scale and unique market roles.

Ziama Harmon is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. Their career includes roles at Park Avenue Securities and Guardian Life Insurance Company. 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 both brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

Luis Seabra is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 credential and has worked at Citigroup since 2017, following a one-year tenure at Morgan Stanley. Outside of his advisory role, he is involved as a partner and owner in several trucking and real estate businesses in New Jersey, managing operations and property management activities outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with internal oversight to select and monitor managers, and maintains a combination of large institutional scale and market roles including futures and derivatives services.

Lisa Chalker is a financial advisor at Transamerica Financial Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Heartland Institute of Financial Education and Revolt Healthcare Alliance. Outside of her advisory role, she owns Family Affair Distributing Inc., a marketing company specializing in promotional products and printing services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment programs.

Rafael Mesquita is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Citibank N.A. since 2017, following a two-year period at Agriforte S.A. Outside of his advisory role, he is involved in restaurant management as a waiter and provides transportation services as a driver with Uber. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services, to support its advisory and execution capabilities.

Michalis Stylianou is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he worked in education at North Shore Senior High School and North Shore Middle School and operated Stylianou Accounting for five years. He also attended Adelphi University for four years. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jaimie Miller is a CFA® charterholder with nine years of industry experience. She currently works at Capital Group Private Client Services, Inc. and previously spent eight years with Citi Private Alts., LLC/Citigroup Global Markets Inc. Miller's background also includes four years at the College of William and Mary. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach known as the "Capital System" that emphasizes fundamental research and a long-term investment horizon. The firm utilizes separately managed accounts, mutual funds, ETFs, and alternative strategy funds to implement client portfolios.

Shahid Syed is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 30 years of industry experience. He has worked with Ameritas and its affiliates since 2008 and is involved in several related business activities, including leadership roles in independent insurance and financial services firms. Syed also participates in strategic growth and planning initiatives with Vista Marketing Partners LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners, integrating multiple custodial and execution platforms.

Robert Sheriff is a financial advisor at Oppenheimer with 46 years of industry experience. He holds a Series 63 designation and previously worked for Morgan Stanley Private Bank, National Association for nine years before joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary advisory solutions.

Jeanine Buceti is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior roles include positions at Citizens Securities, Inc., and extensive experience with TIAA and TIAA-CREF since 2013. 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 plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliation with TIAA Trust and management of a donor-advised fund.

Brian Moody is a financial advisor at RBC Rochdale, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at CNR Securities, LLC, Stifel Nicolaus & Co. Inc, and Morgan Stanley. Outside of his advisory role, he serves as Treasurer for the Ridgewood Toastmasters Club and as a Director in Toastmasters International District 83, where he manages budgeting and financial reporting. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis with proprietary tools, offering portfolio and sub-advisory management across various asset classes.

Paul Serie is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He previously worked at TIAA-CREF and has been with Stratos Wealth Partners and LPL Financial since 2022. He serves as a board member of the Mt Olivet Cemetery nonprofit. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations, offering financial planning, advisor-managed programs, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports a broad range of fee arrangements and custodians.

Brian Alchermes is a financial advisor at Lincoln Investment with 15 years of industry experience. He holds a Series 63 designation and has worked at firms including Capital Analysts, Mutual Inc., PlanMember Securities Corporation, and Bespoke Wealth Management. Outside of advising, he owns insurance and tax-related businesses, including Vital Insurance Agency, Inc. and Vital Planning Services, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of portfolio management programs that combine strategic and tactical investment approaches.

Jacqueline Phan is a financial advisor at First Manhattan Co. LLC with two years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Prudential, and TELUS International. 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 with individualized advice integrating wealth planning alongside portfolio management.

Kristen Hill is a financial advisor with Capital Group Private Client Services, Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Bank of America/Merrill Lynch for 23 years before joining Capital Group in 2025. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm employs a multi-manager approach known as the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

Andrew Vogelstein is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 63 designation and has previously worked at The Colony Group and New Providence Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Emma Mcgraw is a CFP® at First Manhattan Co. LLC with four years of industry experience. She previously worked for six years at Douglas C Lane & Associates, LLC before joining First Manhattan in 2022. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with 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 tailored to client objectives and integrates wealth planning alongside portfolio management.