Manav Bhatia is a financial advisor at Farther with a Series 65 designation and two years of industry experience. Prior to joining Farther, he worked at Florida Financial Advisors and the National Fire Protection Association. He is also an insurance agent for Farther Insurance Group, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach with proprietary models, algorithmic rebalancing, and a focus on diversified asset classes including ETFs, mutual funds, equities, and fixed income.

Alan Li is a financial advisor with Eagle Strategies (NY Life) in Rego Park, NY, holding Series 63, 65, and 66 licenses and 23 years of industry experience. He has been with Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Co. since 2010. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis, working closely with a diverse range of institutional sponsors within the New York Life affiliate structure.

Patrick Schuchard is a financial advisor at Oppenheimer with 16 years of industry experience. He holds the CFA® designation along with Series 63 and Series 66 licenses. Prior to joining Oppenheimer in 2011, he worked at Principal Financial Services and Fidelity. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of investment programs and advisory services including equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses.

Carol Mccann is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2017, following a one-year tenure at Wells Fargo Clearing. 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 programs and advisory services that include strategic and tactical asset allocation, manager selection, and consulting and retirement services delivered on both discretionary and non-discretionary bases.

Allaire Langdon is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2022. Prior to this, Langdon worked at Lenox Wealth Advisors, LLC and Lenox Advisors Inc. from 2016 to 2022. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets with about 220 advisors serving nearly 9,700 clients. The firm provides wealth management, portfolio management, financial planning, retirement-plan consulting, and adviser selection services, using an institutional-style asset allocation framework with ongoing client monitoring and oversight.

Anthony Cheng is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Citigroup in 2017, he worked briefly at Anchor Management Consultants and completed six years of full-time education. 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 through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Jeffrey Bluestein is a financial advisor at Corient in New York, NY, holding a Series 65 designation with 15 years of industry experience. His work history includes nearly two decades at R.H. Bluestein & Co LLC and recent roles within Corient and its affiliated entities. He also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party solutions and risk management tools, while offering specialized services through affiliated entities.

Jonathon Gruber is a financial advisor with Hightower Advisors in New York, NY, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Hightower, he worked at Kovitz Investment Group Partners and iCapital. Outside of finance, he receives residual income from previous acting projects under his stage name, BJ Gruber. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of Advisor Practices. The firm emphasizes multi-manager solutions and proprietary research to construct diversified portfolios including mutual funds, ETFs, and alternative investments.

Thomas Zirbes is a financial advisor with TLG Advisors, Inc. based in Summit, NJ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at firms such as CRI Securities, North Star Consultants, Park Avenue Securities, and Guardian Life Insurance Company. He is also head of sales at White Swan, a life insurance and sales marketing business. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and fiduciary services, employing manager selection and fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios.

Megan Vacca is a financial advisor at Corient in New York, NY, with 21 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Summit Trail Securities, Purshe Kaplan Sterling, Barclays Capital, Lehman Brothers, and UBS Financial Services. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers, employing risk management tools and continuous portfolio monitoring.

Francesca Viejo Jaramillo is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. She has worked at Citigroup since 2023 and previously spent time in educational roles at the University of Michigan and Marymount School of New York. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal oversight and research capabilities.

Daniel Criscuolo is a CFP® professional at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He has worked at firms including LPL Financial LLC and Raymond James Financial Services prior to joining Wealth Enhancement Advisory Services. Criscuolo’s background also includes roles outside finance, such as employment with Buffalo Wild Wings and involvement in apparel retail. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Alexa Paiva is a Series 66-licensed financial advisor at Citigroup Global Markets with three years of industry experience. She previously worked at UBS Financial Services and People's Alliance Federal Credit Union. Outside of finance, she has experience working in the food service industry at Strathmore Bagels. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

Kevin Johnson is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2017, following four years at JP Morgan Securities LLC. Based in New York, NY, his career spans significant roles at major financial institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Eleni Nikiforou is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. She has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs with discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios.

Albert Bergmann Sr. is a financial advisor at Osaic Institutions, Inc. with 29 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at firms including Ridgewood Savings Bank, Infinex Investments, Inc., and Essex National Securities, LLC. He is also a producing manager and financial consultant at Ridgewood Savings Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Daniel Gardner is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Empower Financial Services, Ally Invest Advisors, and Fidelity Brokerages Services LLC, among other firms. Gardner 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 broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles such as acting as a security-based swap dealer and futures commission merchant.

Daniel Curran is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC for six years and Bender Lane Advisory, LLC for five years before joining Cerity Partners. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, institutions, and private funds, overseeing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Robert Althoff is a financial advisor with HSBC Securities (USA) Inc. in Brooklyn, NY, holding Series 66 and Series 63 licenses and offering 20 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2007. Outside of his advisory role, he is the president and owner of Long Drive Appraisals Corp., a company that appraises vehicle damage following accidents. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs utilizing a structured risk-profile approach and collaborating with HSBC Global Asset Management and affiliated providers for fund selection and portfolio monitoring.

Patrick Murray is a CFP®, CFA®, and Series 66 registered financial advisor with Cerity Partners LLC in New York, NY. He has six years of industry experience, all with Cerity Partners, where he has been employed since 2014. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, utilizing a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.