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 at Oppenheimer with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Oppenheimer in 2022, he was involved with Project Bullies LLC starting in 2021 and has a background that includes full-time education at Adelphi University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs across various asset classes, delivering both discretionary and non-discretionary services, and maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

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 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and TD Ameritrade. 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. The firm combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

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. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. He is also involved as treasurer of the Marine Park Jewish Center and serves as an officer-treasurer for the Jewish Community Council, supporting charitable activities in the Brooklyn area. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers various advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

John Mormile is a financial advisor with Oppenheimer, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has worked with Oppenheimer since 2004. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory strategies covering equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

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® certificant with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His career includes roles at Charles Schwab & Co., Bank of America, Merrill, Santander Bank, Santander Securities, National Securities Corp, and Edward Jones. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s approach incorporates Charles Schwab’s asset-allocation models and research tools, offering tailored investment recommendations reviewed at least annually.

Antoinette Yock is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 31 years of industry experience. She previously worked at Foresters Financial Services for 25 years and has been with Kestra Advisory Services since 2022. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and manages approximately $79.8 billion in assets.

Benjamin Lyons is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation and entering the industry with one year of experience. His prior experience includes positions at Gallery Residential, University of Georgia, and High County Outfitters. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services using both discretionary and non-discretionary approaches, with notable custody and oversight practices that distinguish it within the enterprise category.

Brian Nagel is a CFA® charterholder with 27 years of industry experience. He has been with Oppenheimer since 2009. Based in New York, NY, he holds a Series 63 license. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches with a focus on asset allocation, manager selection, and tailored consulting services.

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 with Citigroup Global Markets in New York, holding a Series 66 designation and 15 years of industry experience. She has been with Citigroup and its affiliates since 2014, including eight years at Citigroup Global Markets. 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. The firm combines large institutional scale with specialized market roles, providing both advisory and execution services.