Isaac Addo is a financial advisor with Eagle Strategies (NY Life) in Uniondale, NY, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has been associated with New York Life Insurance Company since 2003 and Nylife Securities, Inc since 2006. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a comprehensive network of advisors. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Allyne Pascoal is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 20 years of industry experience. She has been with Citibank N.A. since 2009. Outside of her advisory role, she owns a rental property in Miami, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, operating with institutional scale and specialized market roles.

Noah Eskenazi is a Series 66-licensed financial advisor with three years of industry experience. He is currently associated with Primerica Advisors and has prior work history at Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors, LLC. Primerica Advisors serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Hannah Walczyk is a financial advisor with RBC Rochdale, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Rim Securities LLC and CNR since 2017, and previously spent four years with Westco Advisory Services, Inc. and Westco Investment Corp. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and public entities. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, using proprietary tools and working with sub-advisors to create tailored portfolios.

Christopher Volberg is a financial advisor with Primerica Advisors based in Roslyn, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Volberg also provides limited consulting services to his family's business, Quality A/C & Heating, and serves on the board at Bentley University. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Chet Schwartz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1999 and currently is affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Schwartz participates in speaking engagements, providing webinars that discuss client interactions and financial planning approaches, and he operates a pass-through entity called Wait for Me, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides additional services such as financial planning, retirement consulting, and securities-based lending.

Timothy Sachs is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017, following two years at T. Rowe Price. In addition to his advisory role, he sells non-Guardian life and disability insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Andrew Rothstein is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He is currently with RBC Rochdale, LLC and previously worked at CNR Securities, LLC, HGK Asset Management, and Rice Hall James & Associates, LLC. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative methods and fundamental analysis to construct tailored portfolios across various asset classes.

Steven Work is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 34 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 range of investment advisory programs, 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, including swap dealing and futures commission merchant activities.

Kritameth Pongcheewin is a CFA® and holds a Series 66 license, currently serving as a financial advisor at Commonwealth Financial Network with three years of industry experience. Prior to this role, Kritameth worked at EverRise and Eurofins Lancaster Laboratories PSS, and also has experience in the restaurant industry managing White Coconut Thai Restaurant. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Robert Sablowsky is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with Fahnestock & Co., Inc. since 1996. He serves as director and chairperson of the regulatory oversight committee for RBB Funds, where he has been involved since 1989. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles, providing a broad range of advisory programs across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary investment options.

Dara Roughley is a financial advisor at RBC Rochdale, LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at City National Rochdale and Rim Securities LLC since 2018, following four years at Hennion & Walsh, Inc. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, employing an active, multi-strategy investment approach that integrates quantitative and fundamental analysis to tailor portfolios. The firm also sponsors City National Rochdale mutual and interval funds and manages approximately $73 billion in assets.

Chor Shing Chan is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at JPMorgan Chase Bank, Merrill, and Bank of America. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary portfolio options, using a structured investment process that incorporates strategic and tactical asset allocation and ongoing fund monitoring.

Karen Nichols is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and 65 licenses and bringing 34 years of industry experience. She has been with Oppenheimer since 2004. Outside of her advisory role, she is a member of a family entity and serves as a trustee for two private trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory models.

Aye Swe is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates at a large institutional scale with distinctive market roles, including in-house research and security pricing.

Matthew Spatola is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Guardian Life. Outside of his advisory role, he is involved with several business entities unrelated to investment activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates technology platforms and third-party managers to deliver customized investment solutions.

Qi Wang is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. She has worked continuously at Citigroup since 2015 in various capacities. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

George Russo Jr. is a financial advisor at Empower Advisory Group with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at J.P. Morgan Securities and Prudential Investment Management Services. 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 retail brokerage account holders through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Saumya Daniel is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2012. 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, leveraging its large institutional scale and specialized market roles.

Benjamin Zeller is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds the Series 66 designation and has worked at institutions including Instituto Tecnológico Autónomo de México, Praescient Analytics, and Vianovo Consulting. He was also affiliated with Georgetown University and Saint Mary's Hall earlier in his career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates internal standards and oversight committees in its manager selection and monitoring processes, and operates with a combination of large institutional scale and specialized market roles.