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 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2004. 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 advisory options spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Brendon Roth is a financial advisor at Citigroup Global Markets in New York, NY, holding the Series 66 designation with five years of industry experience. His work history includes prior roles at Oppenheimer & Co. and Cammack Retirement Group, Inc. Outside of his advisory role, Roth engages in social media content creation focused on lifestyle, home, fashion, tech, and beauty products. 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 strategies and operates at a large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Bryan Alzate is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Schwab Wealth Advisory in Jersey City, NJ. His prior work includes roles at Bank of America, Merrill, Santander Bank, National Securities Corp, and Edward Jones. He holds a Series 66 license. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, serving clients through annual financial reviews and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm does not exercise discretionary trading authority and operates under a cost-and-expense plus arrangement through Charles Schwab & Co., Inc.

Antoinette Yock is a financial advisor at Kestra Advisory with 30 years of industry experience. She holds the Series 63 and Series 66 credentials. Her background includes long-term roles at Foresters Financial Services from 1994 to 2019 and subsequent positions within Kestra Investment Services and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brian Nagel is a CFA® charterholder with 26 years of industry experience. He has been with Oppenheimer since 2009. 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 broad range of programs including asset management, consulting, and retirement services, providing both discretionary and non-discretionary advisory solutions.

Jamie Schemmel is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked primarily with Citigroup since 2020, with prior experience including roles at the University of Florida and the Chartered Institute of Public Finance and Accountancy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale and unique market roles.

Amanda Caster is a CFP® with three years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in New York, NY. Her work history includes roles at Mercer Global Advisors and Hall Capital Partners, as well as academic positions at the University of Wisconsin-Madison. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, and provides educational content and specialized programs for its clients.

Mariana Arbiza Costa is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has worked within various units of Citigroup since 2014, including Citi International Financial Services LLC and Citigroup Global Markets. She 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 execution services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles, supporting both discretionary and non-discretionary client solutions.

Devin Wendel is a financial advisor at United Planners Financial Services of America with two years of industry experience. He holds the Series 66 designation and has worked at United Planners Financial Services and Wendel Financial Group since 2023. Outside of his advisory role, he is involved as a Data Solutions Architect for AI fintech firms Mega Stock Picker Inc and My Stock Picker Inc. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, with a distinctive limited partnership ownership structure held mostly by financial professionals.

Faye Wang is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual as well as held roles at the University of Texas at Austin and Ruffalo Noel Levitz. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a broad range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies and operates with institutional scale that includes in-house research and specialized market roles.

Giovanni Classen is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds Series 65 and Series 66 designations and has eight years of industry experience. His prior roles include work with NYLIFE Securities LLC, New York Life Insurance Company, and Eyrium Wealth Strategies, LLC. 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 investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.