Sean Moore is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding Series 63 and Series 66 licenses with four years of industry experience. He operates under the DBA Reveal Wealth, where he brokers non-registered insurance products and offers New York Life products and services. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm focuses primarily on non-discretionary asset management and delivers tailored advice across multiple program types, including fee-based advice and retirement plan consulting.

Cheng Li is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Oppenheimer since 2020. Prior to joining Oppenheimer, he worked at MSQ Ventures and Russo Partners, and spent seven years at Weill Cornell Medicine. 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 alongside various investment strategies, with a distinctive approach that includes both discretionary and non-discretionary management programs.

Nunzio Parlanti is a financial advisor at HSBC Securities (USA) Inc. with Series 66 credentials and one year of industry experience. Prior to joining HSBC Securities, he worked at HSBC Bank USA, N.A., and has teaching experience at Pace University and KingsBorough High School. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a combination of strategic and tactical asset-allocation advice supported by global asset management partners and offers distinctive programs including an Offshore Spectrum option for qualified non-resident aliens.

Sean Rath is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 11 years of industry experience. He has been with Citigroup since 2014. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research, swap dealer and futures commission merchant roles.

Brandon Phillips is a financial advisor at Oppenheimer in New York, NY, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to joining Oppenheimer in 2021, he worked at TD Private Client Wealth LLC and TD Bank N.A. from 2017 to 2021. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic asset allocation, manager selection, and both commission-based and asset-based fee programs.

Lucas Toglia is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and Pfizer. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

Christopher Byrne is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds the Series 63 and Series 65 licenses and 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, execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Gregory Napolitano is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Strategic Alliance Partners and Independent Financial Solutions for several years. Outside of his advisory role, he serves as president of Independent Financial Solutions and managing partner of Strategic Alliance Partners, where he recruits and trains fixed insurance brokers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a particular focus on services for plan sponsors and participants.

Ethan Konigsberg is a Series 66-credentialed financial advisor at Citigroup Global Markets with five years of industry experience. He has worked at Citi Bank since 2020, following prior roles including positions at BAE Systems and Berko & Associates. Outside of finance, his background includes work in fitness and wellness as well as education-related roles. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Nubia Pricci is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Pricci is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across multiple 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 maintains large institutional capabilities including in-house research, swap dealing, and futures commission merchant services.

Barkat Chowdhury is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. His prior work includes positions at Chubb and CUNY Baruch College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Reginald Parks is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds the Series 66 designation and has previously worked at LevelUp Logistics and Home Depot. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

John William Chaldecott is a financial advisor with Citigroup Global Markets in New York, NY. He holds a Series 66 designation and has seven years of industry experience, all with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside brokerage and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Tyler Emick is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation. He has recently begun his career in the industry with experience at Oppenheimer and a varied background that includes roles in education and the service sector. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation with both discretionary and non-discretionary management across multiple asset classes.

Tracy Reynolds is a financial advisor with HSBC Securities (USA) Inc. in Cranford, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with HSBC Securities since 2012. Outside of advising, she serves as Vice President of Croft Properties, LLC, a real estate investment entity established with her ex-husband. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a multi-profile investment approach that includes client-directed and discretionary options. The firm integrates strategic and tactical asset allocation with global fund selection and monitoring through affiliated providers.

Jacob Schreer is a CFP® with 12 years of industry experience and currently works with Schwab Wealth Advisory in Jersey City, NJ. He has previously worked at UBS Financial Services for six years before joining Charles Schwab and Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Nicholas Wright is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citibank since 2022. His prior experience includes roles at Regeneron Pharmaceuticals, Rare Craft Steak and Cocktail House, and academic institutions such as Rensselaer Polytechnic Institute and Union College. 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 operates with significant institutional scale, including roles as a swap dealer and futures commission merchant.

Austin Kattenhorn is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has two years of industry experience and has previously worked at Brigham Young University, Point32Health, TAB Bank, and Chick-fil-A. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm uses tailored strategic and tactical allocation models and offers access to Alternative Investments, integrating resources from across the Goldman Sachs ecosystem.

Brandon Riso is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials and has two years of industry experience. His prior roles include positions at Fidelity Investments and self-employment engagements. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through proprietary and third-party methodologies and integrates its services with Empower’s administrative and recordkeeping platforms.

William Wolf is a financial advisor at Hightower Advisors with 33 years of industry experience. He has held his current role at Hightower Securities, LLC since 2014. Wolf holds Series 63 and Series 65 designations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.