Jiake Shi is a financial advisor with Eagle Strategies (NY Life) based in Flushing, NY, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Eagle Strategies since 2017 and also maintains roles with NYLife Securities LLC and New York Life Insurance Company. Additionally, Shi is engaged in insurance brokering, focusing on non-registered insurance products and property and casualty brokering. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Akram Alabbassi is a financial advisor at Eagle Strategies (NY Life) with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Eagle Strategies since 2014. He also maintains longstanding roles at Nylife Securities LLC and New York Life Insurance Company since 2003. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plan sponsors, providing financial planning, investment management, and retirement advisory services. The firm offers various program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Yawitz is a financial advisor with Citizens Securities, Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Ameriprise Financial Services LLC, Bank of America, Merrill, MML Investors Services, Lenox Advisors LLC/Mass Mutual, and Mass Mutual Life Insurance Company. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program, alongside its broker-dealer and insurance operations.

Josin Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Citigroup in 2020, Josin worked at HSBC Securities USA Inc and HSBC Bank USA NA from 2018 to 2020, and at J.P. Morgan Securities from 2016 to 2018. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with unique market roles, including in-house research and security-pricing activities and acting as a swap dealer and futures commission merchant.

Brett Rand is a financial advisor at OSAIC Institutions, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Popular Bank, Infinex Investments, HSBC Bank USA, N.A., and HSBC Securities (USA) Inc. His other business activities include providing banking and wealth management services at Popular Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account structures.

Jeffrey Went is a CFP® certificant with over 21 years of industry experience, currently serving at Janney Montgomery Scott since 2004. He is based in Garden City, NY. Went is a board member of the Garden City Scholarship Fund, where he participates in planning and executing fundraising events. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Peter Manno is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC for 12 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Aaron Young is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup since 2013. Outside of his advisory role, he serves as a Power of Attorney for an elderly family member, assisting with general life and health matters. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides solutions tailored to both high-net-worth and ultra-high-net-worth clients.

Chunlong Yang is a financial advisor at Transamerica Financial Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Altera Digital Health and World Financial Group. He is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers advisory and broker-dealer services, featuring proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Lorraine Valentone is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for nine years at Morgan Stanley. Valentone is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Carlo Ritaccio is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life since 2024. Outside of his advisory role, he operated Enzo's Pizzeria from 2023 to 2024. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage, financial planning, and retirement plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a combination of proprietary and third-party investment programs.

Jimmy Torres is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Citigroup, JPMorgan Chase Bank, and J.P. Morgan Securities. 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 with a combination of discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Olivier Sarfati is a financial advisor at First Manhattan Co. LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust, LLC and CITIGROUP. Outside of his advisory role, he holds a minority ownership interest in AKS Art Advisory, an art consultancy firm. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as institutional clients. The firm employs a long-term, research-driven, value-oriented approach and manages approximately $38 billion through a team of about 65 advisors.

Jorgo Celo is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Chase Bank and HSBC Bank USA National Association. 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 with internal oversight and integrates both discretionary and non-discretionary approaches, serving large-scale and complex client needs.

Zachary Fu is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Equitable Advisors LLC, UBS Financial Services Inc., and AXA Advisors LLC. Outside of his advisory roles, he serves as an officer of EZ Pension Services, LLC, and holds fiduciary responsibilities as an executor and trustee for family estate matters. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory solutions to individuals, retirement plans, charitable organizations, and corporate clients.

Christopher Doherty is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior work includes five years at LPL Financial before joining Citibank in 2019. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies and a broad range of advisory and execution services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke solutions for high-net-worth clients.

Damon Ustin is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Citigroup and several investment firms dating back to 2012. First Manhattan Co. LLC provides investment management and financial planning services primarily to high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management, combining actively managed holdings with third-party passive investments and integrates wealth planning alongside portfolio management.

Robert Vilbig is a financial advisor with Citizens Securities, Inc. in Garden City, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and New York Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory platform using ETF-based portfolios and discretionary managed accounts, operating also as a broker-dealer and insurance agency.

Jesse Mistretta is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has prior work experience with New York Life and in legal roles, including at Hollander Law Group and the Nassau County District Attorney's Office. Mistretta holds a Juris Doctorate but is not currently practicing law. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.

Cristina Capone is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, Capone owns and leads a wedding and event planning company. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management and financial planning through a mix of proprietary and third-party strategies. The firm operates as both a registered investment adviser and broker-dealer, employing fundamental, technical, and quantitative analysis with ongoing portfolio monitoring.