Frank Bove is a financial advisor with Primerica Advisors and holds the PFS™ and Series 63 designations. He has 25 years of industry experience and is also a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. Bove provides consulting on tax, accounting, and fiscal responsibility matters outside of his advisory role. He works with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory relationships, employing a variety of proprietary and third-party investment strategies along with financial and retirement planning services.

Ronnie Galindo is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup and Citibank N.A. since 2018. Outside of finance, he serves as a bookkeeper for Lilylu Aesthetics LLC, a medical spa in New York. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and unique market roles.

Laura Kellerman is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 14 years before joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs a variety of investment approaches tailored to its programs and advisors, managing both discretionary and non-discretionary assets.

Christopher Liu is a CFA® charterholder with two years of experience currently based in Great Neck, NY. He works with Transamerica Financial Advisors and has held roles at several firms, including S&P Global and Cantor Fitzgerald Securities. Outside of his advisory role, he serves as Board Chair for Braata Productions, an organization that promotes Caribbean arts and culture through various events and educational programs. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Daniel Mccreesh is a CFA® charterholder based in New York, NY, with five years of industry experience. He currently works at MAI Capital Management, LLC, where he has been since 2025. Prior to this, he held positions at Goldman Sachs & Co LLC and various roles connected to the University of Maryland. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm customizes portfolio management and asset allocation across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated with The Carlyle Group.

Pablo Luna is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Clive Dixon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021, following five years at HSBC Bank USA, N.A. 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 implements 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.

Chitman Uppal is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. He has worked at several firms, including FIN2, LLC, DriveLoyalty, LLC, and Sun Life Financial. Uppal is also an author, having written the book "Rich Grandpa, Rich." Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

Aaron Loor is a financial advisor at Citigroup Global Markets with 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America Merrill Lynch. He also serves as a military officer in the United States Army Reserves, where he works as a civil affairs governance officer. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and maintains distinctive market roles such as acting as a swap dealer and futures commission merchant.

Grant Jones is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citi since 2019 and previously held roles at WRP Wealth Management and The Harrelson Group. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, and it maintains significant market roles including swap dealer and futures commission merchant activities.

John Cortapasso Jr. is a CFP® with eight years of industry experience, currently advising at Janney Montgomery Scott in Garden City, NY. Prior to joining Janney in 2017, he operated Chef John's Kitchen And Catering for six years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Jennaydra Jordan is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked at several related firms since 2018 and also operates JD Growth Financial Strategies, LLC, focusing on brokering non-registered insurance products and selling New York Life products. Jordan is active in community and nonprofit organizations, including serving on committees for Jack and Jill of America, Inc., and holding leadership roles within Alpha Kappa Alpha Sorority and the AKA North Atlantic Regional Conference. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Pijuan is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. His prior roles include positions at Insight Workforce Solutions and teaching roles at Rutgers Business School and William Paterson University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional capabilities with specialized market functions, including in-house research, swap dealing, and futures commission merchant activities.

Wilfredo De Jesus Jr. is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in automotive businesses, including owning and administering car rental and auto sales companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

David Silva is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Janney Montgomery Scott since 2012. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Blanca Herreros De Tejada Lobo is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Santander CIB and The Data Science Institute at Columbia University. 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 maintains in-house research and operates unique market roles, including derivatives and futures services, distinguishing it from typical advisory firms.

Ritika Chekuri is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her prior roles include working at Citi Private Bank and Musetown. Citigroup Global Markets serves individual and institutional clients across various 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 clearing services.

Peter Mc Evoy is a CFP® with 21 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His prior roles include positions at BlackRock Investments and Deutsche Bank Trust Company Americas, as well as Fiduciary Trust Company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Cavallo is a financial advisor with Citizens Securities, Inc. in Astoria, NY, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2014 to 2025 before joining Citizens Securities in 2026. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering advisory programs along with brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with a range of investment options.

Keith Wong is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup 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 execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and arrangements.