Robin Badanes is a CFP® certificant with 42 years of experience in the financial services industry. He is currently with Eagle Strategies (NY Life), where he has worked for 17 years, and also maintains long-term affiliations with Nylife Securities Inc. and New York Life Insurance Company. He previously operated Badanes Financial Associates for 10 years. Outside of his advisory work, Badanes serves as a board member for the cooperative housing organization at his residence in New York City. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored solutions, primarily managing assets on a non-discretionary basis within an integrated New York Life framework.

Luke Davis is a financial advisor at CIBC Private Wealth Advisors, Inc. in New York, NY, holding Series 63 and Series 66 credentials with seven years of industry experience. He has been with CIBC Private Wealth Advisors since 2012. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team and governance committees to create customized portfolios, employing a mix of proprietary and external strategies, including options hedges and structured notes.

Val Bianchini is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer & Co. Inc since 2003. He holds the Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and provides advisory services that include equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary management approaches.

Anthony D'angelo is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Penn Mutual Life Insurance Company, The Leaders Group Inc, Gideon, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he is involved in insurance brokerage and serves as proprietor of Aurelius Legacy Partners, a multi-line insurance firm, and holds a board position with Asset-Map Holdings, Inc., providing consulting and training services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a focus on tailored asset allocation and diversification strategies supported by third-party asset managers.

Stacey Rosenson is a CFP® professional with eight years of experience at Wealthspire Advisors and three years at Joel Isaacson & Co., LLC, totaling 11 years in the financial industry. She is based in New York, NY. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, nonprofits, and trustees, offering services such as wealth management, financial planning, and trust administration. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio review.

Amedeo Granata is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2003. Granata is also involved in life insurance brokerage through his role as an agent at Granata & Associates, focusing on life, health, disability, and long-term care insurance as well as retirement planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of investment and brokerage services supported by third-party asset manager relationships.

Sherif Mesiha is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, and was with Primerica Advisors and Guardian Life Insurance Co of America from 2007 to 2019. Outside of his advisory role, he is involved in property and casualty insurance services through SGM Insurance Services. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies using proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Devindra Narine is a financial advisor at Citizens Securities, Inc. in New York, NY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at TD Bank and JPMorgan Securities. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program managed in partnership with SigFig and a Managed Account program.

Craig Lambdin is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has been with CIBC Private Wealth Management since 1995, totaling over 31 years at the firm. He is based in New York, NY. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to deliver customized portfolio management solutions, utilizing both proprietary and external strategies, and serves notably high asset levels per advisor.

Syed Raza is a Series 66 licensed financial advisor with 8 years of industry experience, currently serving clients at Citigroup Global Markets in New York. He has been with Citigroup since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique institutional roles such as operating as a security-based swap dealer and futures commission merchant.

Beth Rothstein is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Michael Deo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016. 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 and advisory services including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management approaches.

Khine Khant Zaw is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Citigroup in 2026, Khant Zaw held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citibank, and Network Capital Funding Corporation. 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 large institutional scale alongside distinctive market roles, including acting as a security-based swap dealer and futures commission merchant.

Richard Cheung is a financial advisor at Oppenheimer with seven years of industry experience and a Series 65 credential. His prior roles include a 15-year tenure at Alternative Investment Group and two years at Truist. 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 broad range of programs and advisory services including discretionary and non-discretionary portfolio management, consulting, and retirement services.

John Macri is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Corient, where he has worked since 2023, following eight years at La Ferla Group LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and specialized offerings such as private fund capabilities and affiliated trust services.

Ryan Macfarland is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with TD Private Client Wealth LLC since 2020, following a tenure at TD Bank and TD WMSI starting in 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm emphasizes strategic and tactical asset allocation using both affiliated and third-party sub-managers within a wrap-fee structure.

Joseph Stein Jr. is a financial advisor at Oppenheimer with 60 years of industry experience. He previously worked at Neuberger Berman BD LLC and Morgan Stanley, including Morgan Stanley Private Bank. He serves as a board member and president of his residential co-op and is involved as a trustee for several family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with an emphasis on strategic asset allocation and manager selection.

Christina Koehler is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 11 years of industry experience, including work with LPL Financial since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of advisory programs. The firm employs a fiduciary-based model and utilizes multiple strategies and technology platforms to deliver customized investment solutions.

Jeffrey Mellone is a financial advisor at TIAA-CREF in New York, NY, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated model using affiliated funds.

Russ Krokoff is a financial advisor with Citigroup Global Markets in New York, NY. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. His prior work includes positions at HSBC Securities (USA) INC. and HSBC Bank USA, N.A. from 2014 to 2016. Citigroup Global Markets serves 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 at a large institutional scale with unique market roles, including activity as a swap dealer and futures commission merchant.