Donald Link is a CFP® professional with 26 years of industry experience. He is currently with NewEdge Advisors and has prior experience at LPL Financial and Private Portfolio Partners. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers a broad range of portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing a variety of program structures and technology tools to support advisor and client needs.

Cai Chen is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 65 and Series 63 designations and has 19 years of industry experience. Chen has been affiliated with New York Life Insurance Company since 2008 and NYLIFE Securities LLC since 2009, joining Eagle Strategies in 2026. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Diego Brachfeld Parlaghy is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at Citigroup Private Bank since 2010. Outside of his advisory role, he serves as partner and president of Brachfeld Parlaghy S-Corp, a handbag production and sales business. 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 investment strategies and maintains significant in-house research and market roles, distinguishing it from typical advisory firms.

Jacob Weiss is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and has been with Goldman Sachs since 2026. His prior experience includes roles at E Rate Solutions Group, Grodsky, Caporrino & Kaufman, and Amelias by the Sea, as well as academic positions during his studies at Bucknell University and Colts Neck High School. Goldman Sachs Wealth Services advises a diverse range of clients, including individuals, executives, plan sponsors, and institutions, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to tailor investment strategies and provide access to alternative investments and various advisory services.

David Burns is a CFA® charterholder with 11 years of industry experience. He is currently with TIAA-CREF and has been with the firm since 2023, previously working at Tiaa since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing managed account services using model portfolios or customized management under a client-approved investment policy.

Timothy Leung is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm is notable for its multi-asset, multi-manager strategies, extensive in-house research capabilities, and unique market roles including acting as a swap dealer and futures commission merchant.

Eric Ingber is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Bank of America, Merrill, AW Jones, and J.P. Morgan, spanning from 2004 to the present. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation with active fund due diligence and ongoing monitoring, serving a diverse client base with both U.S. and offshore offerings.

Craig Calderone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Voya Investments Distributor, LLC and Voya Investment Management. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, integrating in-house research and maintaining unique market roles such as swap dealer and futures commission merchant.

John Malcolm is a CFP® with 27 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2018. His prior experience includes roles at Valic Financial Advisors and Cuna Brokerage Services, Inc. Outside of his advisory work, he also acts as an independent agent for life and health insurance products. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates both model-based and tactical investment strategies in its portfolio management.

David Chabbott is a financial advisor at Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Power Forward Group and has a background in the coffee industry, including leadership roles at Coperaco Coffee LLC and Gillies Coffee Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual registered advisory and broker-dealer platform, managing both discretionary and non-discretionary assets through a network of advisers and third-party asset managers.

Thomas Cawley is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, tailoring strategies through integrated resources across the Goldman Sachs ecosystem.

Michael Braccia is a financial advisor at Eagle Strategies (NY Life) with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alexander Capital Wealth Management LLC, Legend Securities Inc, and New York Life-related entities. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a range of programs tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Joshua Marin is a CFA® charterholder and financial advisor at Oppenheimer with three years of industry experience. He previously worked at BNY Mellon and Hamilton Lane Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary programs, including asset management and financial planning, with a focus on strategic asset allocation, manager selection, and tailored consulting services.

Juan Rojas Ospina is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately two years of experience in advisory roles. His prior work includes positions at Dane Street and Florida Valet Parkin. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Rami Odeh is a Certified Financial Planner® with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His work history includes roles at Charles Schwab & Co., Inc., Edward Jones, Corda Investment Management, Morgan Stanley, and Fidelity Brokerage Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering guidance on asset allocation and investment selection using proprietary research tools.

Daniel Rosenthal is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked at Private Advisor Group since 2016 and has also been associated with Ibex Wealth Advisors and LPL Financial during his career. Rosenthal provides tax preparation services as an additional business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates proprietary technology platforms and access to third-party managers and strategies.

Christina Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. She has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various 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 distinctive market roles, including in-house research and security pricing, as well as acting as a swap dealer and futures commission merchant.

Brandon Potucek is a financial advisor at Rockefeller Financial LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, NA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering investment banking and placement services alongside an integrated investment platform.

Daniel Lee is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2021, he worked at LG Electronics North America and Winia Daewoo Electronics and spent three years at Stony Brook University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 oversight and a broad offering that includes separately managed accounts, mutual funds, ETFs, and alternative investments.

Ashutosh Shandilya is a Series 66–registered advisor with Citigroup Global Markets in New York, NY. He has four years of industry experience and has been with Citigroup since 2005. 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 using internal standards and oversight committees and combines large institutional scale with specialized market roles.