Jordan Eidelkind is a financial advisor at Guardian Life with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Lifted Health Solutions, Opexus, and AIM Hospitality Group, as well as academic positions at the University of Maryland and Indiana University Kelley School of Business. His current firm, Park Avenue Securities LLC (doing business as Park Avenue® Wealth Management), is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Nina Talao Pazymino is a financial advisor with Empower Advisory Group in Bayonne, NJ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at GWFS Equities, Prudential Investment Management Services, The Prudential Insurance Company of America, and Pruco Securities. She also serves as the Religious Education Director at St. Henry Roman Catholic Church, where she assists in managing and implementing religious education programs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

Benjamin Myers is a financial advisor with TIAA-CREF in New York, NY, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Elysium Management LLC, Overbrook Management Corp, and Pzena Investment Management. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed accounts, and brokerage services to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm provides both point-in-time financial planning and ongoing portfolio management with a fiduciary standard, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Alex Ruiz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research capabilities, and its roles as a swap dealer and futures commission merchant.

Steven Kramer is a financial advisor with Hornor, Townsend & Kent, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent since 2010. Outside of his advisory role, he provides consulting services on group health insurance and is a partner in Q6 Group, LLC, a financial services and insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Maria Flora Algarate is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at HSBC Bank USA and Banco Santander International. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs 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 activities.

Anila Young is a financial advisor at Citigroup Global Markets with ten years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Neuberger Berman, Legg Mason & Co, and as a self-employed advisor. Outside of her advisory role, she is a passive co-owner of a short-term vacation rental property managed through an LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and execution services. The firm combines large institutional scale with specialized market roles, providing both discretionary and non-discretionary advisory solutions.

Asghar Kazim is a CFP® and ChFC® with 30 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Guardian Life and Regent Financial Group. He serves as a board member of the American Pakistan Foundation (APF). Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary portfolio management.

Devin Satterthwaite is a Series 65-licensed advisor at Farther with one year of industry experience. Before joining Farther, he worked at Workday for eight years across multiple roles. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates using a web and mobile platform along with in-person meetings. The firm follows an investment approach based on Modern Portfolio Theory with model portfolios and algorithmic rebalancing, employing ETFs, mutual funds, equities, and fixed income, supported by AI tools subject to internal controls.

Joel Nielsen is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Citigroup since 2018 and previously held roles at Deutsche Bank and Strategic Funding Source. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and large-scale institutional capabilities.

Gurgen Bakhshiyan is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been affiliated with Nylife Securities LLC since 2011 and New York Life Insurance Company since 2004. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis.

Matthew Lawlor is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Ameriprise, and Tyton Partners. Outside of finance, he has experience with Baruch College Athletics and has been involved in educational environments. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Samuel Jacobs is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Arthur J Gallagher, and Lion Street Financial. In addition to his advisory role, he is involved in life insurance and annuities sales and consulting through Manor House Capital Insurance Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program, employing fundamental analysis and Modern Portfolio Theory in its investment approach.

Alicia Lasch is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Adirondack Research & Management. Outside of her advisory role, she serves as chair of the board for the Community Foundation for the Greater Capital Region and is a member of the program committee for The Women’s Fund of the Capital Region. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Hantao Wang is a CFA® charterholder and Series 66 licensed financial advisor with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has previously held roles at Hightower Advisors, Charles Schwab, and Morgan Stanley. Wang serves as an adjunct professor at Seton Hall University. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Vanessa Kabongo is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked previously at EisnerAmper, PriceWaterhouseCoopers, Ernst & Young, and Deloitte. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutions, offering tailored financial planning and portfolio management with access to specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics, integrating resources across the Goldman Sachs ecosystem to provide comprehensive advisory solutions.

Louis Miranda is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with a range of investment products to construct client solutions.

John Friebely III is a CFA® charterholder with 31 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2008. He holds a Series 63 license and is based in Scotch Plains, NJ. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with an emphasis on both discretionary and non-discretionary account management.

Vladimir Villa is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo in various roles as well as at Properties of the Villages. His background includes experience in both banking and investment clearing. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including in-house research and derivatives trading.

Michael Romanov is a financial advisor at TIAA-CREF with 13 years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2021, he worked at Brooklyn College and had caregiving roles, as well as a brief tenure at Boise CodeWorks. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through various managed account programs.