Sean Madgett is a financial advisor with Eagle Strategies (NY Life) based in New York, NY. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Eagle Strategies since 2011 and is also affiliated with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions and manages the majority of its assets on a non-discretionary basis.

Willie Wheat is a financial advisor at TD Private Client Wealth LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Charles Schwab & Co., Inc., Morgan Stanley, Bank of America, Merrill, and self-employment. He has been affiliated with TD Private Client Wealth LLC and TD Bank N.A. since 2024 and is based in New York, NY. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios.

Brendan Tully is a CFP® and CFA® with 22 years of experience in the financial industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Strategic Wealth Management Group, Touchstone Securities, Inc., Western & Southern Financial Group, and Hartford Funds Distributors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized consulting services.

Shareef Doumet is a financial advisor with Principal Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions for six years. In addition to his advisory role, he serves as a bank/trust officer supporting retirement plan account relationships and assists with business development and consulting for a boutique interior design firm. Principal Securities provides brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation generally handled on a discretionary basis by the TPMMs.

James Zhou is a financial advisor with Eagle Strategies (NY Life) holding Series 66 and Series 63 licenses, and has three years of industry experience. Prior to his current roles, he worked at Bloomberg LP for 22 years. Eagle Strategies serves a diverse clientele including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

David Abramson is a Series 66 registered advisor with Schwab Wealth Advisory in Jersey City, NJ, and has eight years of industry experience. He previously worked at Invesco Ltd. for nine years and held roles at JPMorgan Chase Bank and J.P. Morgan Securities LLC from 2022 to 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools to guide clients, while clients retain final decision-making authority.

Annette Costa is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at TIAA-CREF since 2018 and previously spent five years with Merrill. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies managed under client-approved investment guidelines.

Gofran Chowdhury is a financial advisor with Citigroup Global Markets holding a Series 66 designation and over a decade of industry experience, including multiple tenures at Citigroup and a period at National Australia Bank. He is based in New York, NY. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive roles such as swap dealer and futures commission merchant.

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Gotham Asset Management since 2009, as well as at Foreside Fund Distributors LLC since 2014. Gotham Asset Management is an equity-focused investment manager serving primarily private funds, institutional managed accounts, mutual funds, ETFs, and high-net-worth clients. The firm employs a value-oriented, bottom-up fundamental research process to run long/short and long-only equity strategies and manages approximately $30 billion with a small senior investment team.

Sergiy Mizevych is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2012. 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 in-house research and risk management capabilities, operating at a large institutional scale with specialized market roles.

Jonathan Gordon is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved as a member of GymExecutive LLC, an e-commerce business. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and commercial arrangements.

Tessa Damiano is a financial advisor with Hightower Advisors in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Dash Financial Technologies, The Vanguard Group, and Gettysburg College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement plan consulting.

Kumar Pindiprolu is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer & Co., Inc. since 2003. Pindiprolu is involved in charitable activities through the Knights of York, helping to plan and raise funds for underprivileged children via annual events. He also serves as a trustee for several family and charitable trusts. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, managing portfolios through strategic asset allocation and manager selection, with both discretionary and non-discretionary approaches.

Sandra Bershad is a financial advisor with Oppenheimer, holding Series 63, Series 65, and Series 66 credentials with 27 years of industry experience. She has been with Fahnestock & Co. Inc., part of Oppenheimer, since 2003. 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 and advisory services that include equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary management approaches.

Karina Elizabeth Morales Medina is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Citigroup since 2016, with a brief period supporting Victory Capital Mutual Funds and serving as an HR Support Officer in the U.S. Army Reserve. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with in-house research and specialized market roles, providing a range of discretionary and non-discretionary investment solutions.

Yan Liu is a financial advisor at TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining TD Private Client Wealth, Yan worked at HSBC Bank USA, HSBC Securities (USA), and J.P. Morgan Securities. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, employing portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party managers.

Ashley Lawwill is a financial advisor at Hightower Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Osaic Wealth, Inc. Outside of financial advising, she teaches an online acting class for children through her other business activity, Sitter Stream. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions such as pension plans, charitable organizations, and corporations. The firm’s approach incorporates multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Michael Simon is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across multiple 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 manages complex market roles including swap dealer and futures commission merchant activities.

Bernadette Lee is a financial advisor with TIAA-CREF in New York, NY, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has been with TIAA and TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model separating planning services from ongoing discretionary management and acts as adviser to the TIAA Donor Advised Fund.

Pia Mathur is a financial advisor with HSBC Securities (USA) Inc. in New York City, holding a Series 66 designation and 13 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2012. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with fund due diligence supported by affiliated and third-party providers.