Daniel Ifraimov is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes positions at SEI Novus, Corporate Fuel Advisors, and JP Morgan Chase. 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 unique market roles, providing a range of advisory programs alongside broker-dealer execution and custody services.

Evan Del Pero 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 Citi Bank and Sigma Alimentos, as well as various engagements with Cornell University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles and arrangements.

Zhen Hua Wang is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2019 and previously held roles at JPMorgan Chase and J.P. Morgan Securities from 2011 to 2019. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm uses a structured investment process incorporating model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Nadiya Kadirova is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2018, with prior experience at Avatar Securities, LLC and Quasar Trading, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and provides bespoke solutions for large relationships.

Christian Arlia is a financial advisor with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 designations. He has 29 years of industry experience, including roles at HSBC Securities since 2013 and HSBC Bank USA, N.A. since 2016. Outside of his advisory work, he assists with property management for several family-owned real estate businesses in Brooklyn during non-trading hours. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment solutions. The firm utilizes a strategic and tactical asset allocation process supported by HSBC Global Asset Management and other affiliated providers.

Cheick Konate is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citi Private Bank, TD Bank N.A., and TD Private Client Wealth LLC. Outside of his advisory work, he also drives for Uber LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale alongside unique market roles such as derivatives and futures services.

Maria Avendano Orozco is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her background includes roles at Citigroup and experience in academic settings such as Temple University’s College of Engineering and Fox Business School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified 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 supports complex institutional roles such as swap dealing and futures commission merchant activities.

Valeria Espinosa is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation. Her prior roles include positions at Citibank, Universidad Carlos III de Madrid, Arconic, Purdue University, and Colegio Karl C. Parrish. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Sean Wickersham is a financial advisor with TLG Advisors, Inc. in Colts Neck, NJ, holding a Series 66 designation and 20 years of industry experience. He has been with TLG Advisors since 2009 and previously worked at LFI Advisory from 2017 to 2021. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.

Nicola Brancato is a financial advisor with Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Oppenheimer, he has been involved with Project Bullies LLC since 2021 and worked at Microcenter from 2020 to 2021. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management and financial planning. The firm’s investment approach varies by program and advisor and includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, managing approximately $36.7 billion in assets as of the end of 2025.

Wahaj Aslam is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022, and previously held roles at USI Advisors, NYLIFE Securities LLC, and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by in-house research and distinctive market roles.

Drew Elmorejr is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, UBS, and TD Bank N.A. Drew's background includes positions across both wealth management and financial services sectors. 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 through discretionary and non-discretionary programs and provides specialized services including derivatives and futures trading.

Lucas Sapienza is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at notable firms including Fidelity Investments, Bank of America, Merrill, and Neuberger Berman. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique institutional capabilities such as in-house research and roles as a swap dealer and futures commission merchant.

Yong Chen is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Eagle Strategies since 2013 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company for nearly two decades. Outside of his advisory role, he is an investor in a real estate property in New York City. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types with a focus on tailored recommendations and predominantly manages assets on a non-discretionary basis.

Cornelia Carragher is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has been with Citigroup since 2024 and has prior experience with Wesleyan University and Advection Growth Capital. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs as well as broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Ryan Catlaw is a financial advisor with Eagle Strategies (NY Life) based in Edison, NJ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at Eagle Strategies since 2016, NYLife Securities LLC since 2014, and New York Life Insurance Co. since 2013. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

Megan Haran is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab, TD Ameritrade, and Taffrial. 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 derivatives services.

Ruvin Levavi is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Hornor Townsend & Kent since 2017, with prior roles at Penn Mutual Life Insurance Company and New York Life Insurance Company. Outside of financial advising, he is involved in estate planning and trust drafting as an attorney and serves as an officer on the board of directors for Yeshivah of Flatbush. He is also a partner in WeThemOnes, an athlete-focused brand that emphasizes inclusive storytelling and merchandise production. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both as an SEC-registered advisory firm and a FINRA-member broker-dealer.

Chaim Neuman is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been affiliated with Eagle Strategies since 2021 and has operated several financial and insurance-related businesses since 2012. Neuman serves as treasurer for the Marine Park Jewish Center and is involved with the Jewish Community Council and Merkaz Hageula, contributing in various charitable and community roles. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products within the New York Life affiliate structure.

John Mormile is a financial advisor at Oppenheimer with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside various investment strategies, with an emphasis on both discretionary and non-discretionary management.