Phillip Grandison is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior experience includes roles at HSBC Securities USA and Citizens Securities. Outside of advising, he owns a custom clothing company and volunteers with the nonprofit STALWARTS YOUTH, providing career guidance and mentoring. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and maintains a significant non-discretionary asset base, working with individual investors, institutional clients, and plan sponsors.

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 with over 13 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He holds Series 66 and Series 63 credentials and has worked at firms including LPL Financial and First Republic Investment Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach using both passive and active managers, supported 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 with Lincoln Investment in Cranford, NJ, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Lincoln Investment Planning Inc since 2008. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consultant-led portfolio management, and model portfolios supported by an in-house Investment Management & Research team, while maintaining both advisor-led and discretionary client relationships.

Yi Ling Chen is a financial advisor at OSAIC Institutions, INC. with 25 years of industry experience. She holds Series 65 and Series 66 designations and has worked at firms including HSBC Securities (USA) Inc., Citigroup Global Markets, Infinex Investments, and Popular Bank, where she currently serves as a Senior Sales & Relationship Advisor. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Shawn Hooper is a financial advisor with Eagle Strategies (New York Life) holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including roles at New York Life and Nylife Securities Inc. since the late 1980s. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis for individual and institutional clients.

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.

Christel Good is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses, and has 28 years of industry experience. She has worked at Oppenheimer & Co since 2006 and previously held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of finance, she is a partner and crafter in a weekend craft business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs and advisory services, with a notable emphasis on non-discretionary asset management and maintaining custody of client assets.

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 at Citigroup Global Markets with Series 65 and Series 63 licenses and four years of industry experience. His prior work history includes service in the United States Army from 2015 to 2021 and a position at Fidelity Investments beginning in 2022. Outside of his advisory role, he is a partner in an online retail business, LCMH & Company LLC, where he handles accounting. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional capabilities alongside various market roles such as swap dealer and futures commission merchant.

Daniel Brennan is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Jersey City, NJ. He has three years of industry experience and has held roles at Goldman Sachs & Co LLC as well as service in the United States Army. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm integrates proprietary research and third-party analytics to tailor strategies and leverages the broader Goldman Sachs network to provide a comprehensive range of services.

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.

Juliet Timmins is a financial advisor at Citigroup Global Markets with Series 66 credentials and several years associated with the firm since 2021. Her background includes experience at Cushman & Wakefield and involvement with the Share.Love Foundation. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional capabilities such as in-house research and swap dealer activities.

Gamaliel Michaud is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2010 and is currently an agent with Agia. Michaud serves as Managing Director for the National Association of Minority Financial Advisors, where he participates in networking and conference organization for minority financial professionals. 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, and brokerage services, utilizing Envestnet-developed UMA models and a variety of investment options.