Joseph Attanasi Jr. is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves as Secretary/Treasurer of the Evangel Bowling League, managing league records and finances. 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 managed portfolio programs supported by a dedicated Investment Management & Research team.

Jimmy Benzaquen is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Citigroup since 2017 and at Deutsche Bank Securities Inc. since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and leverages its institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Frederick Hess is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. Citigroup Global Markets is notable for its large institutional scale, multi-asset investment strategies, and unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Roger Greff is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Pruco Securities, LLC, and The Prudential Insurance Company of America. He also serves as a sales manager for multi-line insurance at Primary Financial and 1847 Financial, managing insurance sales and service for multiple carriers including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services with substantial assets under management and utilizes third-party asset managers to tailor client portfolio strategies.

Michael Remak is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets and Citibank since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

Craig Durso is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2016. 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 through discretionary and non-discretionary programs and operates with institutional scale alongside specialized market roles such as a swap dealer and futures commission merchant.

Thomas Shearer is a financial advisor at Oppenheimer with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Goldman, Sachs & Co., Morgan Stanley, ICR, and The Marquee Group. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, utilizing strategic and tactical asset allocation across equity, balanced, and fixed income strategies.

Candis Best is a CFP® and ChFC® credentialed financial advisor with four years of industry experience, currently with Eagle Strategies (NY Life). She has previously worked with Reveal Wealth and NYLife Securities LLC, and holds a role as a volunteer in the NYS Attorney Emeritus program. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring recommendations to client objectives and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Justin Pollack 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 various wealth segments, offering a broad range of investment advisory programs alongside 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 operating as a swap dealer and futures commission merchant.

Emma Cramm is a CFP® and holds a Series 66 license, with nine years of experience in financial advisory roles. She has worked at Goldman Sachs & Co. LLC since 2023 and previously spent six years at Raymond James Financial Services Advisors, Inc., as well as experience with Cadent Capital, LLC. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides comprehensive financial planning and portfolio management, leveraging strategic allocation models and offering access to specialized programs and alternative investments, supported by a range of fee arrangements and integrated resources across the Goldman Sachs network.

Zachary Visconti is a financial advisor at Oppenheimer with one year of industry experience. He holds a Series 66 designation and has prior experience that includes roles at Jacobs Solutions and Fordham University. Oppenheimer serves a diverse client base including individuals, corporations, pooled vehicles, and retirement plans. The firm offers various advisory programs and services ranging from portfolio management to consulting and retirement services, employing multiple investment approaches tailored by program and advisor.

Ping Li is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has prior experience with World Financial Group and several health services companies. Outside of advising, he serves as a personal assistant for Public Partnership Home Care, providing in-home support to his mother. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, with approximately $1.7 billion in regulatory assets under management.

Wingyan Chan is a financial advisor with HSBC Securities (USA) Inc. based in Brooklyn, NY, holding Series 63 and Series 66 licenses with 11 years of industry experience. Chan has been with HSBC Securities (USA) Inc. and its affiliate HSBC Bank USA, N.A. since 2016, functioning dual roles as a registered representative and a bank officer involved in selling bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary portfolio options. The firm uses a structured investment approach based on five risk profiles and combines strategic and tactical asset allocation advice developed with HSBC Global Asset Management, employing third-party providers for fund selection and monitoring, and has a notable Offshore Spectrum program for qualified non-resident clients.

Robert Haskins Jr. is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at REX Shares LLC, the Chicago Bears, and academic institutions such as the University of Southern California and the University of Virginia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Breanne Meaney is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2016. Located in New York, NY, her background is focused within this global financial institution. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth groups. The firm offers a wide range of investment advisory programs and brokerage services, applying multi-asset, multi-manager strategies with both discretionary and non-discretionary options, and incorporates unique market roles such as swap dealing and futures commission merchant activities.

Mark Lenert is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been associated with Eagle Strategies since 2013 and has operated Lenert Financial Group since 2017. Outside of his advisory work, Lenert coaches a boys’ soccer team and serves on the board of a local men’s club, where he is treasurer. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages a substantial majority of assets on a non-discretionary basis.

Miranda Douglass is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has held positions at Citigroup and Veronica Beard. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and market roles such as swap dealing and futures commission merchant activities.

Joshua Comune is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 licenses, and has one year of industry experience. His prior roles include positions at TD Bank, Prosperity - An EisnerAmper Company, and DAI Securities LLC. He previously worked outside finance in chiropractic care and education. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements approved model strategies via mutual funds and ETFs.

Thomas Nadratowski Jr. is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale with unique market roles including operating as a swap dealer and futures commission merchant.

Susan Ng is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has five years of industry experience. She is involved with community organizations including the Plainview Chinese Cultural Center, Inc. and the Association of Chinese Schools. Transamerica Financial Advisors serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment programs.