Chialin Cacanindin is a financial advisor at Equity Services, Inc. with 29 years of industry experience and holds a Series 63 designation. She has been with Equity Services since 2014 and also works as a sales agent with National Life Insurance Company since 2013. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and serves both discretionary and non-discretionary client programs.

Peter Mcmahon is a financial advisor with OSAIC Institutions, Inc. in New York, NY, holding Series 63, 65, and 66 credentials and bringing 27 years of industry experience. His prior positions include roles at Popular Bank, HSBC Securities USA Inc., HSBC Bank USA NA, and Wells Fargo Clearing. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm offers customized advisory services, financial planning, and access to alternative investments, while delegating investment analysis and account management to its investment adviser representatives.

Salvador Arcadipane is a financial advisor with Eagle Strategies (NY Life) based in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Co since 2015. Outside of his advisory role, he is an individual investor in digital currencies such as Bitcoin and Dogecoin. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Hall is a financial advisor at Oppenheimer with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Maxim Group LLC and Maxim Financial Advisors. He is based in New York, NY. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services across discretionary and non-discretionary accounts.

Carol Liversedge is a financial advisor at Oppenheimer with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Siebert Investment Advisors, Inc. and Muriel Siebert & Co., Inc. Additionally, she serves as co-trustee of the Kathleen Rhodes Revocable Trust and co-manager of Rhodes Family LLC. 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 range of programs including asset management, consulting, and retirement services, with advisory approaches that include strategic and tactical asset allocation and both discretionary and non-discretionary management.

Savannah Lewis is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at The Ohio State University and the Riverbend Music Center. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Gustavo Treminio is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes multiple roles at TD Bank N.A. and TD Private Client Wealth LLC, as well as positions at Webster Investments and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing a mix of affiliated and third-party investment managers alongside a systematic discretionary trading approach.

Christopher Mattern is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2020. Prior to this, he worked at RCL Advisors, LLC from 2015 to 2019. He holds the Series 65 designation and is based in New York, NY. 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 offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Tony Shen is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2007. Outside of his advisory role, he translates master’s degree materials into Chinese for students at Columbia International University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and facilitates bespoke solutions for high-net-worth clients.

Thomas Scala is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 combines large institutional scale with unique market roles, including proprietary research and arrangements as a swap dealer and futures commission merchant.

Terry James is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been associated with New York Life and Nylife Securities since 2004 and 2005, respectively, and operates Terry James & Associates, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, offering financial planning, investment management, and retirement-plan advisory services with a focus on tailored advice and predominantly non-discretionary asset management.

Tyler Flynn is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Brown Harris Stevens and has held various roles in education since 2015. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Douglas Gonzalez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Morgan Stanley and Deutsche Bank Wealth Services. Outside of his advisory work, he teaches bicycle safety as a cycling instructor for Bike New York. 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 employs multi-asset, multi-manager strategies, combining large institutional scale with unique market roles and commercial arrangements.

Zhuobei Deng is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2014. 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 and operates with large institutional scale, including in-house research and security-pricing functions, as well as specialized roles such as a security-based swap dealer and futures commission merchant.

Ethan Weisenberg is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at LPL Financial, The Retirement Group, LLC, and a 12-year tenure at Fsc Securities, alongside operating his own business for over 30 years. He is also involved in insurance sales and underwriting as a sole proprietor. 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, utilizing a diversified investment approach that combines passive and active management supported by quantitative, momentum, and fundamental analysis, with portfolio oversight by an internal Investment Committee.

Douglas Harkins is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for eight years before joining Hightower Advisors in 2022. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and pooled investment vehicles. The firm employs a multi-manager approach with both affiliated and third-party managers and offers a variety of portfolio management and consulting services.

Patrick De Feciani is a financial advisor with TD Private Client Wealth LLC in New York, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Morgan Stanley and CitiGroup Global Markets Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers, supported by advisory technology platforms and third-party custodians.

Charles Wolff is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2012, with a brief tenure at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he has spent the majority of his career within the Goldman Sachs organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation platforms, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Richard Hoberman is a financial advisor with Eagle Strategies (NY Life) in New York, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2018, and with New York Life Insurance Company since 2002. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis, offering a range of program types including fee-based advice and retirement plan consulting.

Svitlana Girone is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Citigroup Global Markets and previously worked at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. She also serves as a referral agent for real estate transactions with Douglas Elliman. 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 and maintains in-house research and specialized market roles that differentiate it from peers.