Farhod Sultonov is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has nine years of industry experience and has been affiliated with New York Life entities since 2008. In addition to his advisory work, he hosts the Cactuz Podcast, interviewing guests about their personal journeys and life lessons. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Eugene Owusu Awuah is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fifth Third Bank, Ameritas Investment Corp, Veritude, and Fidelity Brokerage Services. Outside of finance, he has engaged in music content creation, occasionally recording and releasing music on digital streaming platforms. 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 and maintains significant institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Patrick Mcgrade is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior work experience includes roles at EPIC Insurance Brokers and Consultants, Cook Maran, Royal Alliance Associates, and McDermott & Thomas Associates. He serves as a board member of the Staten Island Rotary Club, a volunteer service organization supporting community charitable efforts. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized investment approach across various asset classes and manages over $72 billion in assets as of May 2026.

Jake Taylor is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 designation and previously worked at Rockefeller Financial LLC and Rockefeller & Co. before joining Oppenheimer in 2025. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions.

Guadalupe Cabrera is a Series 66-licensed financial advisor with Citigroup Global Markets, based in New York, NY, and has three years of industry experience. Prior to joining Citigroup, Guadalupe worked at American Express and was involved with CAFE LA TROVA. Citigroup Global Markets serves a range of individual and institutional clients through multiple wealth management segments, offering diversified investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and leverages internal research and oversight committees to select and monitor investment managers.

Michael Bencivengo is a Series 66-licensed advisor at Citigroup Global Markets with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, JPMorgan Securities, MUFG, and UBS. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and brokerage services with a focus on both discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Boban Markovic is a CFA® charterholder with five years of industry experience. He is currently an advisor at Oppenheimer & Co. Inc and has previously worked at Credit Suisse, Atoll Financial Group/BA Securities, the Institute of International Finance, Ankura Consulting, and Zivid Ventures, LLC. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs both discretionary and non-discretionary investment approaches with a focus on strategic and tactical asset allocation across multiple asset classes.

Michelle Harlan is a financial advisor with Eagle Strategies (New York Life) based in Edison, NJ. She holds a Series 66 designation and has five years of industry experience. Prior to joining Eagle Strategies, she worked at firms including LPL Enterprise, Prudential Insurance Company of America, MassMutual, and Credit Agricole Corporate & Investment Bank. Outside of her advisory work, she volunteers as a coach and volunteer for Timothy Christian School athletics and participates in community organizations such as the Boys Scouts of America and the North Plainfield Business Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its regulatory assets managed on a non-discretionary basis.

Michael Giasi is a CFA® charterholder with 25 years of industry experience. He is currently with Eagle Strategies (NY Life) and has previously worked at RiskSpan and Samuel A. Ramirez & Co., Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its substantial non-discretionary asset management.

Angela Aguayo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Citi Corp since 2015. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Valeriya Kolesnikova is a CFP® with six years of industry experience currently serving as a financial advisor at Eagle Strategies (NY Life). She has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2020 and is also involved with VMX Financial Strategies LLC and DSM-Firmenich. Outside of her advisory work, Valeriya is an author of a children's book focused on financial literacy and a wellness advocate selling essential oils. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Natthavadee Khemsuwan is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 4 years of industry experience. Her background includes roles at Eagle Strategies, Nylife Securities LLC, New York Life Insurance Company, At Home Recipe Corp, and Rani Arabella. She also works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of assets on a non-discretionary basis.

Jared Patterson is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. His prior work history includes roles at Deutsche Bank and multiple positions affiliated with Morgan State University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage 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.

Jun Ge is a financial advisor at Transamerica Financial Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young, Cleary Gottlieb Steen & Hamilton LLP, and AIG. Outside of his advisory role, he is involved in document review and translation services for TransPerfect. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm’s investment approach utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

John Fredette is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at High Peaks Asset Management and held roles at Nottingham Trent University, Amplience Ltd., and Manhattan College. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored wealth solutions through a combination of discretionary and non-discretionary management within a large integrated financial group.

Peter Serra is a financial advisor with Valic Financial Advisors in Berkeley Heights, NJ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as an agent selling non-securities insurance products for Agia. 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 to construct client portfolios.

Kevin Koeller is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at RBC Capital Markets, Newport Asset Management Corp., and Accenture. Outside of his advisory work, he is the owner of Onyx Properties, LLC, an entity established to acquire and rent residential real estate. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, leveraging internal standards and oversight committees to select and monitor managers.

Ryan Natsch is a financial advisor at Citigroup Global Markets with nine years of industry experience. He has held positions at Citigroup since 2018 and previously worked at Sidoti & Company LLC from 2016 to 2018. He holds Series 65 and Series 63 licenses. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs with discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Philippe Malvett is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior work includes roles at Dome Medical Technologies, Foreside Fund Services, LLC, and Investec Asset Management North America, Inc. 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 emphasizes multi-asset, multi-manager strategies and operates with significant institutional scale, providing bespoke solutions and maintaining in-house research and trading capabilities.

Donald Smith is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and totaling 23 years of industry experience. He has been with Citigroup since 2014. Citigroup Global Markets serves both individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles as a swap dealer and futures commission merchant.