Lisa Purville is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. She owns ShirleyLewis Incorporated, an investment-related business. 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 is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Mohan Badgujar is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Merrill Lynch from 2005 to 2017 before joining Suntrust Advisory Services in 2017. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Christopher Burrows is a financial advisor at Cerity Partners LLC in New York, NY, with four years of industry experience. He has worked at Cerity Partners since 2020 and previously spent eleven years at Emm Wealth. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments. Cerity customizes portfolios with diversified asset allocation and integrates proprietary quantitative screening alongside third-party managers.

Cazimar Nieves is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in real estate through ownership of CJ Luxury Developers LLC and CENO Real Estate LLC, focusing on property renovation and rental activities. Citigroup Global Markets serves a broad range of individual and institutional clients across wealth management 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, including in-house research, execution services, and specialized lending solutions.

Matthew Magidson is a financial advisor at Citigroup Global Markets with a Series 66 designation. He has been with Citibank since 2024, with intermittent periods of unemployment and prior experience at the Coral Gables Community Foundation and Salem Golf Club. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and manages complex advisory and custody arrangements for large-scale clients.

Brooke Bergrud is a financial advisor at Oppenheimer with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior firms include Morgan Stanley, Citigroup Global Markets, and Banc One Securities Corporation. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a broad range of investment advisory and brokerage services. The firm offers both discretionary and non-discretionary portfolio management, consulting, and retirement services, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Alvaro Madero is a CFA® charterholder with Series 63 and Series 65 licenses and five years of industry experience. He is currently with Citigroup Global Markets, where he has worked for four years. His prior roles include positions at Foreside Fund Services, LLC and Global X Management Company LLC, as well as an earlier tenure at Miami University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.

Luba Romanov is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2018, following a 13-year tenure at UBS Financial Services Inc. Outside of her advisory role, she is involved in managing a rental property in Idaho. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing TIAA employer retirement plan relationships. The firm’s advisory model separates one-time planning services from ongoing portfolio management, utilizing both model portfolios and customized approaches under a fiduciary standard.

Joseph Bendrihem is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at Guardian Life Insurance, New York Life Insurance Company, and Park Avenue Securities. He is a managing partner of Heritage Planning Group LLC, where he is involved in managing and selling insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting advisory relationships on both discretionary and non-discretionary bases.

Peter Lichtenberg is a financial advisor with Equity Services, Inc. in New York, NY, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company of America. He is also a partner at The Objective Room, a networking and marketing business. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading, and it operates both as a broker-dealer and an SEC-registered investment adviser.

Mei Wang is a financial advisor with HSBC Securities (USA) Inc. in New York City, holding a Series 66 designation and bringing 19 years of industry experience. She has been with HSBC Global Asset Management since 2012. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving clients with both discretionary and non-discretionary portfolio management.

Cai Chen is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working closely with various plan sponsors and clients within the 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.

Akeem Brooks is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 credentials and offering 10 years of industry experience. His prior roles include positions at Nylife Securities, LLC and New York Life Insurance Co., and he operates Ascend Wealth Strategies LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Ramon Valet Jr. is a financial advisor with Oppenheimer in New York, holding Series 65 and Series 66 licenses and having 21 years of industry experience. He has worked at Oppenheimer since 2012 and previously spent one year at Merrill. Outside of his advisory role, he serves as the executor of the Pallavi Shah estate, a non-investment-related responsibility involving estate settlement and tax coordination. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, and maintains custody of client assets as a qualified custodian.

Mejico Borjas is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase NA. Outside of his advisory role, he is involved in home care services through Caring Professionals. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with pre-existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management under a fiduciary standard within a vertically integrated structure.

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.

Joshua Marin is a CFA® charterholder and financial advisor with Oppenheimer, where he has worked since 2022. He has a total of three years of industry experience, including prior roles at BNY Mellon and Hamilton Lane Advisors. 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 with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios, along with consulting and retirement planning.