Syuzanna Kocharyan 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 Citi Bank and The Agency at UF. Outside of finance, she is involved with CorePower Yoga in New York City as a studio experience team member. 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 institutional scale with unique market roles, providing a broad range of advisory and execution services.

Phillip Grandison is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 65 and Series 63 licenses and has 20 years of industry experience, including positions at HSBC Securities USA Inc. and Citizens Securities Inc. Outside of his advisory work, he owns a custom clothing company and volunteers with a nonprofit providing career guidance and mentoring to recent graduates and job seekers. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm provides tailored advice across multiple program types, with a significant focus on non-discretionary assets and institutional retirement plans.

Daniel Small is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets and Hennion & Walsh, Inc. Outside of his advisory role, Small serves as the Director of the Adult Program at Aikido Schools of New Jersey, where he oversees the development of adult students in the Japanese martial art of Aikido. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and comprehensive service offerings.

Giorgio Caputo is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at JOHCM (USA) Inc., Foreside Financial Services, LLC, and JOHCM Funds Distributors, LLC. He is also a Senior Portfolio Manager at Gideon, where he manages client portfolios and contributes market updates. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on investment supervisory services and portfolio management, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, often managed through sub-advisors and program platforms.

Daryl Gaskin is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including prior roles at Morgan Stanley, E*TRADE, TD Ameritrade, and Axa Advisors. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Matthew Vazquez is a CFA® charterholder with 15 years of industry experience currently serving as a financial advisor at Citigroup Global Markets. He has prior experience at Advent Capital Distributors and Advent Capital Management from 2018 to 2022, and at UBS Financial Services from 2011 to 2018. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody 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.

Paul Holman is a financial advisor at Wealth Enhancement Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at First Republic Investment Management and First Republic Securities Company. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active management overseen by an internal Investment Committee.

Andrew Meinbresse is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding a Series 66 designation and with 20 years of industry experience. He has been with Valic Financial Advisors since 2014 and has also been affiliated with Agia since 2022, where he acts as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and various overlay options for portfolio management.

Daniel Gasperini is a Series 66 licensed financial advisor with eight years of experience at Citigroup Global Markets, based in New York, NY. He previously attended Bentley University and has a personal holding company, Gaudium International LLC, registered in Florida. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm operates with large institutional scale and maintains unique market roles, including in-house research and derivatives services.

William Blanche is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning Inc. since 2008. Outside of his advisory role, he owns a condominium property. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs using both strategic and tactical investment approaches.

Yi Ling Chen is a financial advisor with OSAIC Institutions, Inc., holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. Her work history includes roles at HSBC Securities, HSBC Bank USA, Infinex Investments, and Popular Bank, where she has also served as a senior sales and relationship advisor. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure and a network of investment adviser representatives.

Shawn Hooper is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. He holds the ChFC® designation and Series 63 license and has 36 years of industry experience. He has worked with Eagle Strategies since 2009 and has been affiliated with New York Life and Nylife Securities Inc. since the late 1980s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and advisory relationships linked to insurance and annuity products.

James Rohmann is a financial advisor at Sanctuary Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for nine years. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm provides portfolio management, retirement plan consulting, and access to various managed account solutions, operating as a fiduciary under written agreements.

Timothy Phillips is a financial advisor with Citigroup Global Markets in New York, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at M&T Securities, Inc. before joining Citibank in 2020. 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 utilizes multi-asset, multi-manager strategies with a combination of in-house research and large institutional scale, including roles as a swap dealer and futures commission merchant.

Litao Mai is a CFP® and Series 66 credentialed financial advisor with 21 years of industry experience. He is currently with OSAIC Institutions, Inc. and has held positions at Popular Bank, Infinex Investments, Inc., HSBC Bank USA, N.A., and HSBC Securities (USA) INC. Mai owns rental properties in New York but does not devote significant time to their management. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments through a hybrid advisor/broker-dealer structure.

Christel Good is a financial advisor at Oppenheimer with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Outside of her advisory work, she is a partner and crafter in a weekend craft business called Eclectic Treasures LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation along with manager selection and various investment strategies, providing both discretionary and non-discretionary management programs.

Cheryl Hunter is a Series 66-registered financial advisor with Goldman Sachs Wealth Services in New York, NY, with 17 years of industry experience. She has been with Goldman, Sachs & Co. since 1995, accumulating over three decades at the firm. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and multiple implementation approaches, supported by the broader Goldman Sachs ecosystem and a range of operational tools including AI-driven analytics.

Michael Collins is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Citigroup, he worked at Fidelity Investments and served in the United States Army for five years. Collins is also a partner in an online retail business, LCMH & Company LLC, where he handles accounting responsibilities. 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 is notable for its multi-asset, multi-manager strategies and its unique combination of large institutional scale with specialized market roles and arrangements.

Daniel Brennan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 license and two years of industry experience. His background includes service in the United States Army from 2016 to 2021 and work at the University of Miami before joining Goldman Sachs. Goldman Sachs Wealth Services serves a broad client base, offering financial planning and portfolio management tailored to individual investors, corporate clients, executives, and institutional clients, supported by strategic allocation models and integration across the Goldman Sachs platform.

Jellur Rahman is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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 utilizes internal standards and oversight committees to select and monitor managers, and provides a range of investment products including separately managed accounts, mutual funds, ETFs, and alternatives.