Sandriene Semidey Simon is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked in various roles at Bankers Life entities since 2019. Outside of her advisory duties, she manages a team as a Unit Sales Manager at Bankers Life & Casualty and is a licensed insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Jason Nieves is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2020, following roles at HSBC Bank USA and HSBC Securities (USA) Inc. prior to that. 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 through discretionary and non-discretionary programs, supported by in-house research and extensive oversight committees.

Laura Drynan is a CFP® and CFA® with 18 years of industry experience. She has been with First Manhattan Co. LLC since 2026, following a 16-year tenure at Bourgeon Capital Management LLC. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm’s approach is centered on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating wealth planning with portfolio management.

Louis Ferrara Jr. is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to this, he was with Legend Advisory Corporation and Legend Equities Corporation, and he has served with the Nassau County Police Department since 1986. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor-managed and firm-managed model portfolios, and operates both as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Roderick Rodriguez is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has been with Infinex Investments, Inc. since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary assets.

Meghan Bergman is a CFP®-credentialed financial advisor with 16 years of industry experience. She is currently with Citigroup Global Markets and has previously worked at firms including J.P. Morgan Securities LLC, Wealthspire/Lenox Wealth Advisors LLC, and MML Investors Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Dominic Severino is a financial advisor with Principal Financial Services, holding a Series 66 credential and 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2009 to 2022 before joining Principal Securities and Principal Life Insurance Company. He is also involved in the sale of fixed annuities, insurance, long-term care, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Guozhen Zhao is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at HSBC Bank USA NA, HSBC Securities USA Inc., Noble Fertility Center, and Prudential affiliate firms. 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 with internal standards and oversight committees to select and monitor managers.

Christopher Davis is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Wells Fargo Advisors, Raymond James Financial Services, and Steward Partners Investment Advisory. Outside of his advisory role, he serves as a disciplinary panelist for FINRA, providing oversight on industry regulatory programs and disciplinary actions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional entities. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary approaches, utilizing a mix of proprietary and third-party strategies.

Siobhan Morse is a financial advisor at Capital Group Private Client Services, Inc. with four years of industry experience. She previously worked at FMR, LLC / Fidelity Brokerage Services, LLC from 2020 to 2024 and holds a Series 66 designation. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the Capital System that combines separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Mordechai Moscowitz is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life. Outside of advising, he teaches Title One English at an elementary school through Catapult Learning. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of customizable solutions, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Ivy Shih Leung is a financial advisor at Citigroup Global Markets with 13 years of industry experience and holds a Series 66 designation. She has been with Citigroup since 1989. Citigroup Global Markets provides investment advisory and broker-dealer services to individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Joel Santucci is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has 17 years of industry experience, including roles at J.P. Morgan Securities and First National Bank of Long Island. 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 and is notable for its large institutional scale and unique market roles, including acting as a swap dealer and futures commission merchant.

Kevin Ruiz is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Ruiz also taught at John Jay College for three years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services.

Benjamin Garcia is a financial advisor with Citigroup Global Markets in Fort Lee, NJ, holding Series 63 and Series 66 registrations and 21 years of industry experience. He has been with Citi since 2011. 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 and operates with institutional scale, including in-house research and unique market roles such as swap dealer and futures commission merchant.

Michael O'Brien is a CFP® professional with three years of experience at Creative Planning and over a decade of prior experience at Joel Isaacson & Co., LLC. He is based in Brooklyn, NY. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm offers a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Joe Liew is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup since 2013 and holds Series 63 and Series 65 designations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies and manages both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Mark Rappoport is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds a Series 63 designation and has worked with Principal Securities Inc and Principal Life Insurance Company since 1998. He also sells small group health insurance outside of his advisory role. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Reie Levi is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Levi has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2017 and has operated Levi FS, LLC and Ostberg & Associates Financial Services and Insurance, LLC since 2026. He is also active as an insurance broker for non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis through various program types within the integrated New York Life affiliate structure.

Suhwan Jeong is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Jeong has worked at Citigroup since 2015 and has prior experience with Park Avenue Securities and Guardian Life Insurance. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including swap dealer and futures commission merchant operations.